OMG – What an Epic Xerocon Experience!
Stepping into Xerocon as a Xero App Partner for the first time was nothing short of exhilarating. While I’ve attended Xerocon multiple times with Business… Read More »OMG – What an Epic Xerocon Experience!
Stepping into Xerocon as a Xero App Partner for the first time was nothing short of exhilarating. While I’ve attended Xerocon multiple times with Business… Read More »OMG – What an Epic Xerocon Experience!
“Get ready for EOFY 2023 with our comprehensive guide. Learn how to update your processes to meet new verification requirements, simplify tasks for your team, and enhance client experience. Discover how Seamlss can help you collect ITR data, sign engagement letters, and verify clients with ease. Plus, for new clients, our Zapier connection or Lead link makes onboarding a breeze. Now, you can also collect sensitive documents securely with Seamlss Fetch forms and templates. Start preparing today for a smoother EOFY
In the world of accounting, client onboarding can often be a time-consuming and complex process. Collecting client details, verifying their identity, and obtaining signed engagement… Read More »Streamlining Client Onboarding with Seamlss: Introducing Prefilled Entity Data
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
We are thrilled to announce the launch of our new Ignition onboarding lead generation collection link! This new feature is designed to make the onboarding… Read More »Onboarding with Ease: How Ignition and Seamlss Work Together for Seamless Identity Verification
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