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.
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