Celebrating Our Achievement as Xero Awards 2024 Finalist
What does it mean to be recognised as a finalist in the Xero App Awards 2024? For us at Seamlss, it’s a moment of immense pride and a testament to our commitment to excellence. We’re…
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Making the ATO’s Agent-Client Linking Easier
The new Agent-Client Linking rule from the Australian Taxation Office (ATO) is a big change for accountants and bookkeepers across Australia. It’s meant to make the relationship between tax agents and their clients clearer, but…
Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!
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 Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed opportunities.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…
Re-Engagement Strategies: How Seamlss Helps Firms Reconnect with Clients
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),…
Two clients, one email: how to give each person their own address
Couples share an email. So do husband and wife directors, and family trusts run from one kitchen table. It works until a system needs to know which of them it’s talking to. Seamlss needs a…
Seamlss Source Document Request: Revolutionising Client Verification in Tax Practice
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 recent ATO Open Forum held on 8th August 2023 brought…
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 Edge Advisors as Xero Gold Partners, this was a unique…
Unlock Seamless Re-Engagement with Seamlss’s New XPM Bulk Import Feature
In the dynamic world of accounting, maintaining an active and updated client relationship is paramount. Yet, many firms grapple with the challenge of re-engaging clients and ensuring their details remain accurate. Enter Seamlss’s latest innovation,…
Creating Effective Engagement Letters: The Role of Customisable Templates
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.
Optimising Your EOFY Processes for 2023: A Comprehensive Guide
“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…