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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, 2023April 16, 2023

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.

Client engagement letters done

New Year, Old You: How to Re-Engage Clients with Seamlss

  • by Clayton Wood
  • March 2, 2023April 25, 2023

Discover how Seamlss’ Re-Engage feature helps accounting and bookkeeping firms improve client retention rates by streamlining communication, saving time, and ensuring compliance.

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Seamlss is a Xero Connected App, integrating seamlessly with Xero Practice Manager for efficient client management
Stripe identity verifiction for onbording clients for the ATO and TPB

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Albury NSW 2640

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