TL;DR: Client onboarding is a critical touch point in the client-firm relationship. Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed opportunities. Seamlss’s Fetch Forms offer a holistic solution, streamlining the… Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!
In the dynamic world of accounting, maintaining active, ongoing client engagement is more than a best practice; it’s a necessity underscored by leading industry bodies such as Chartered Accountants Australia and New Zealand (CA ANZ),… Re-Engagement Strategies: How Seamlss Helps Firms Reconnect with Clients
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 Edge Advisors as Xero Gold Partners, this was a unique… OMG – What an Epic Xerocon Experience!
As we approach the end of the financial year (EOFY) and the start of the 2023 tax season, accounting and bookkeeping firms are gearing up for one of the busiest times of the year. Collecting… Unveiling Seamlss Fetch: Your Essential Tool for Efficient EOFY Data Collection
