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EOFY Tax Planning Made Simple: Collect Everything in One Smart Link with Seamlss

  • by Clayton Wood
  • March 27, 2025March 28, 2025

The end of financial year rush doesn’t have to be chaotic. For accounting firms ready to evolve beyond endless email chains and document hunting, Seamlss offers a transformative approach to EOFY tax planning. This comprehensive… EOFY Tax Planning Made Simple: Collect Everything in One Smart Link with Seamlss

Hands signing an engagement letter document on a desk, representing compliance and client agreements for accounting firms

Engagement Letters: The Secret Weapon to Protect & Grow Your Firm

  • by Clayton Wood
  • February 25, 2025February 25, 2025

Why Engagement Letters Matter More Than Ever An engagement letter isn’t just paperwork—it’s a legal safeguard, a compliance necessity, and a business protection tool for accounting firms. Yet, many firms either overlook them entirely, fail… Engagement Letters: The Secret Weapon to Protect & Grow Your Firm

Person working on a laptop with focused expression, representing productivity and efficiency during client onboarding

The Hidden Cost of Decision Fatigue in Client Onboarding (& How to Fix It)

  • by Clayton Wood
  • January 8, 2025January 8, 2025

Decision fatigue in client onboarding is a hidden productivity killer that many accounting firms don’t realise is holding them back. Onboarding should feel smooth—not mentally draining. Yet, many firms unknowingly create “decision traps” that lead… The Hidden Cost of Decision Fatigue in Client Onboarding (& How to Fix It)

Seamlss Workshop showcasing automated client onboarding and lead triage solutions for accounting firms

The Ultimate Onboarding Hack for Accounting Firms: Meet Seamlss

  • by Clayton Wood
  • December 17, 2024January 20, 2025

Discover how Seamlss simplifies client onboarding for accounting firms by automating workflows, eliminating manual errors, and improving client satisfaction. Streamline lead management, validate data, and scale your firm with ease

Hands typing on a laptop representing the ATO Client-Agent Linking Guide for accounting firms in 2024

ATO Client-Agent Linking: Complete Guide for Accounting Firms (2024)

  • by Clayton Wood
  • October 31, 2024November 18, 2024

Table of Contents Key Challenges with ATO Client-Agent Linking How to Address These CAL Challenges How Seamlss Simplifies Client-Agent Linking Benefits of Using Seamlss for Client-Agent Linking In today’s fast-paced, digital-first world, the process of… ATO Client-Agent Linking: Complete Guide for Accounting Firms (2024)

Image of a client profile with a green checkmark representing Seamlss client verification for compliance and satisfaction

Boost Your Firm’s Compliance and Client Satisfaction with Seamlss Verification

  • by Clayton Wood
  • July 8, 2024November 18, 2024

Client verification is a critical process for accounting firms, ensuring compliance, security, and the integrity of client data. However, traditional verification methods often involve manual data entry, multiple apps, and unsecure email exchanges, leading to… Boost Your Firm’s Compliance and Client Satisfaction with Seamlss Verification

Client verification and KYC

Enhancing Client Verification in Seamlss: A Step-by-Step Guide

  • by Clayton Wood
  • June 17, 2024June 17, 2024

Ensuring your client verification process aligns with the latest Australian Taxation Office (ATO) requirements is crucial for compliance and efficiency. At Seamlss, we have updated our verification methods to match the ATO’s guidelines, making it… Enhancing Client Verification in Seamlss: A Step-by-Step Guide

Are you still onboarding using paper

Client Onboarding: From Chaos to Confidence

  • by Clayton Wood
  • May 6, 2024May 6, 2024

Picture this: You’re knee-deep in a sea of paperwork, chasing signatures, and battling a constant barrage of unanswered emails. It’s always busy season in the accounting world, and the struggle is real. The initial stages… Client Onboarding: From Chaos to Confidence

2023 Wrap up of an amazing year

2023 has been a transformative journey in Client Management

  • by Clayton Wood
  • December 21, 2023December 21, 2023

As we reflect on 2023, it’s clear that Seamlss has embarked on a journey of innovation. We’ve not only enhanced our client management solutions but also significantly expanded our reach within the accounting industry. Early… 2023 has been a transformative journey in Client Management

Celebrating Our Achievement as Xero Awards 2024 Finalist

  • by Clayton Wood
  • November 19, 2023November 19, 2023

What does it mean to be recognised as a finalist in the Xero App Awards 2024? For us at Seamlss, it’s a moment of immense pride and a testament to our commitment to excellence. We’re… Celebrating Our Achievement as Xero Awards 2024 Finalist

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Seamlss is a Xero Connected App, integrating seamlessly with Xero Practice Manager for efficient client management
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