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Tax practitioner reviewing TPB client verification requirements on laptop

ATO Client ID Verification Process Made Easy

Look, the Tax Practitioners Board has made it pretty clear that client identity verification isn’t something you can skip anymore. The recent enforcement actions should be a wake-up call for everyone to meet the TPB… 

Automate EOFY Client Engagements & Stay TASA Compliant 2025

EOFY client engagement automation is changing how Australian accounting firms manage their busiest period. But what if you could replace repetitive admin tasks and email chasing with seamless, automated workflows. While simultaneously ensuring compliance with… 

Accountant verifying a client's ID for ATO compliance and client verification

ATO ID Verification Compliance: Are Your Checks Still Valid?

The Australian Taxation Office (ATO) and the Tax Practitioners Board (TPB) have recently reinforced their expectations for Client ID verification requirements, clarifying that many firms may not be meeting compliance standards. A major misconception? Client-Agent… 

Seamlss Client Verification for ATO & TPB

Client Verifications with Seamlss

Verifying your clients when onboarding them just makes sense. Seamlss has been designed to allow clients to easily onboard and verify without any separate apps