In the world of professional services, client onboarding is a critical process. It sets the tone for the client relationship, impacts client retention, and influences… Read More »Streamlining Client Onboarding: How Seamlss Outperforms Other Tools
Transform your client onboarding process with Seamlss’ latest feature – bulk verification. Say goodbye to manual verification hassles and streamline your workflow like never before. With bulk verification, you can easily verify multiple clients’ information in one go, ensuring accuracy and data integrity. Enhance efficiency, reduce errors, and provide a seamless onboarding experience for your clients. Experience the power of automation and take your client management to the next level. Try Seamlss’ bulk verification feature today and revolutionize your client onboarding process.
Discover how Seamlss integrates with Stripe Identity for bulk identity checks in Australia, simplifying client onboarding and re-engagement for accounting firms while enhancing data security and compliance
Streamline engagement letters for Australian accounting & bookkeeping firms with Seamlss. Enhance client relationships, ensure compliance, and simplify onboarding and annual re-engagements. Boost your firm’s efficiency with Seamlss’s innovative platform! #accounting #bookkeeping #Seamlss
With Seamlss Data Centre, you can easily export client data from tools like XPM, MYOB AE and AO, and more. This data can then be uploaded to Seamlss for bulk client importing and identity checks, making the client onboarding process faster and more efficient. To help things along, there’s also a CSV template from the Seamlss dashboard that allows you to easily prepare your data and assist in the import process.
At the Xero Roadshows, we had some firms ask why they would use Seamlss when they had Ignition already. As a firm owner, I use… Read More »Efficiently manage client onboarding and engagement with Seamlss and Ignition together
Onboarding clients is a massive pain point for a lot of accountants. The old ways of doing things just aren’t practical and it’s time to… Read More »Automated onboarding with Seamlss & Xero Practice Manager – Webinar