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… Read More »Unlock Seamless Re-Engagement with Seamlss’s New XPM Bulk Import Feature
Xero Practice Manager
Unveiling the future of client engagement in accounting, our recent webinar with Amy Holdsworth of Clarity St. introduced ‘Seamless,’ a game-changing app set to revolutionize client onboarding. Dive into our recap for insights on enhancing your client relationships and streamlining your processes.
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