compliance Archives - Seamlss - Streamlined Client Onboarding & Verification for Accounting Firms - Page 2

Bulk Import and data center to bulk verify clients

Introducing Seamlss Data Centre: The Fast Solution for Bulk Client Imports & ID Checks

by Clayton Wood
April 14, 2023September 14, 2026

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,…

Client Verification with Source Documents

The Power of Source Document Verification with Seamlss

by Clayton Wood
April 3, 2023September 14, 2026

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…