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Zapier Connection

Feature image showcasing the streamlined and automated processes enabled by Seamlss. Simplify your client onboarding and verification with our innovative 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 collect ITR data, sign engagement letters, and verify clients with ease. Plus, for new clients, our Zapier connection or Lead link makes onboarding a breeze. Now, you can also collect sensitive documents securely with Seamlss Fetch forms and templates. Start preparing today for a smoother EOFY