In the dynamic world of tax practice, the process of client verification stands as a cornerstone in maintaining the integrity and reliability of transactions. The… Read More »Seamlss Source Document Request: Revolutionising Client Verification in Tax Practice
Discover how customisable templates on platforms like Seamlss are revolutionising the creation and management of engagement letters. Streamline your client onboarding process, ensure compliance, and enhance client experience with automated and secure solutions.
Discover Seamlss’s new feature – manual identity verification. Designed for accountants and bookkeepers who verify clients in person, this feature provides an efficient and secure way to log crucial details for audit trails. Enhance your compliance processes, protect against fraud, and streamline your record-keeping with this innovative feature.
ATO identity verification is essential for safeguarding your clients’ information and maintaining the integrity of the Australian tax system. As tax practitioners, it’s crucial to follow best practices to protect your clients and firm from identity theft and fraud. By understanding the importance of ATO identity verification, adhering to the requirements, and implementing effective strategies, you can better protect your clients, your practice, and the Australian tax system. Utilizing tools like Seamlss can streamline the verification process and ensure compliance with the ATO requirements, allowing you to focus on providing exceptional services to your clients.
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
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.
The ATO and TPB are now placing more importance on verifying your clients’ identities before engaging in business with them. But did you know that Seamlss offers a unique solution that differentiates it from other identity verification software? That solution is the Source Document Verification process in Seamlss.