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Transform Client Workflows and Free Up Your Team’s Time

Hand holding a smartphone with a QR code display on a table in a modern café, symbolizing seamless digital interactions and document sharing.

Seamlss Client Smart Links solve one of the biggest challenges for firms—managing project delays and chasing client documents. This powerful tool streamlines document collection, improves collaboration, and minimises manual follow-ups.

This blog post will explore everything you need to know about Client Smart Links—what they are, how they can transform your workflow, and the different ways you can use them to boost productivity and client satisfaction.

1. What Are Seamlss Client Smart Links?

Client Smart Links is your gateway to hassle-free client collaboration. With this feature, you can generate a personalized link for clients to securely upload their documents and respond to your information requests—all within a guided, user-friendly experience.

Think of it as a digital front door to your workflow, where clients can access tailored requests, upload files, and provide details without needing back-and-forth communication. Clients no longer need to dig through emails or remember complex logins—they just click a link and follow simple instructions.

Tip: Watch our video overview to see Client Smart Links in action.


1. Save Time and Reduce Follow-Ups

Seamlss Client Smart Links automate and centralize document requests. This reduces time spent manually tracking documents, ensuring every client request is streamlined. This feature automates document collection, centralizes requests, and eliminates manual follow-ups—keeping your team efficient. Client Smart Links automate and centralise your document requests, reducing repetitive tasks and manual tracking.

  • Custom forms ensure you request only what you need, minimising confusion.
  • Reduce delays by giving clients a clear, guided way to submit documents.

2. Improve Client Satisfaction

Clients appreciate clear communication and simple instructions. Client Smart Links create an intuitive experience:

  • Clients receive an easy-to-understand request tailored to their needs.
  • No logins or complicated processes—just a straightforward link.

This means fewer delays and smoother collaboration, leaving clients with a positive impression of your firm.

3. Stay Organised and Track Progress

Say goodbye to manual updates and disorganised file storage. With Seamlss, you can:

  • Track client responses and file uploads directly in your dashboard.
  • Set deadlines and receive notifications when tasks are completed.
  • Automatically store uploaded documents for streamlined processing.

Let’s dive into the various ways you can use Client Smart Links to improve efficiency, client satisfaction, and overall workflow.

Re-Engagement with Existing Clients

Use Case: Automatically reconnect with past clients to confirm or update their information.

Example: Clayton demonstrates how a re-engagement link can be sent via email or embedded on a website, prompting clients to verify details with two-factor authentication for added security.

Benefits:

  • Keeps client data up to date without manual follow-ups.
  • Helps identify changes in client needs for better service offerings.

YouTube Demo: Watch Now


Streamlined Client Onboarding

Use Case: Collect necessary documents and information to onboard clients quickly.

Example: Clients follow a step-by-step data entry process using custom forms generated by Client Smart Links. The process includes uploading identification documents, financial details, and signed agreements.

Benefits:

  • Reduces onboarding time.
  • Ensures all required documents are submitted systematically.

YouTube Demo: Onboarding Walkthrough


Tax Planning Document Collection

Example: Clayton shows how tax planning requests can be automated via Client Smart Links, making the process faster and more reliable.

Benefits:

  • Speeds up tax preparation.
  • Ensures nothing is missed during document collection.

YouTube Demo: Tax Planning Demo


Proposal based Onboarding and Client Verification

Use Case: Ensure prospective clients or leads submit necessary documents after a proposal is sent.

Example: A proposal with a Client Smart Link triggers the client verification process, where potential clients upload IDs or financial details for a smooth onboarding experience.

Benefits:

  • Enhances client conversion rates by removing friction in proposal acceptance.
  • Simplifies client verification.

Annual Financial Review Data Collection

Use Case: Automate the yearly collection of financial data for reviews or audits.

Example: The annual review link requests clients to submit updated balance sheets, income statements, and other financials.

Benefits:

  • Streamlines audit preparation.
  • Reduces administrative workload.

Client-Specific Surveys or Feedback Forms

Use Case: Collect structured feedback or surveys from clients to evaluate service satisfaction or business insights.

Example: Survey forms embedded in Client Smart Links capture feedback seamlessly.

Benefits:

  • Improves client retention by addressing concerns in a timely manner.
  • Provides valuable insights into service improvements.

Compliance Document Collection

Example: Pre-built compliance checklists guide clients to upload specific forms and certifications.

Benefits:

  • Reduces the risk of regulatory non-compliance.
  • Ensures accurate submission of required documentation.

Internal Links: Compliance Checklist


Trust Setup or Company Formation Requests

Use Case: Gather necessary documents for setting up trusts or forming new companies.

Example: Clients can upload identification, ownership details, and entity-related information through a single link.

Benefits:

  • Accelerates the setup process.
  • Minimises back-and-forth communication.

Payroll and Employee Data Updates

Use Case: Request updated employee details, payroll documents, or tax declarations.

Example: HR teams use Client Smart Links to simplify collecting employee tax forms or annual declarations.

Benefits:

  • Ensures accurate payroll processing.
  • Simplifies compliance with employee documentation requirements.

End-of-Year Financial Statements and Reconciliation

Use Case: Collect documents needed for EOFY compliance, including invoices, bank statements, and outstanding debts.

Example: Custom EOFY checklists guide clients to upload necessary documents.

Benefits:

  • Speeds up EOFY processes.
  • Helps firms meet tax deadlines.

Ready to experience the benefits of Client Smart Links? Here’s how you can get started in just a few steps:

  1. Log in to your Seamlss account and navigate to the Client Smart Links section.
  2. Create a new Client Smart Link: Select the type of request you want (e.g., financial documents, tax information).
  3. Customize your request: Add specific instructions or fields to guide your client.
  4. Share the link: Send it directly via email or embed it into your client communication.
  5. Track responses: Monitor real-time updates and completion statuses.

For step-by-step instructions, check out our detailed help guide.

6. Need to get Started?

Why wait to experience faster, smoother client communication? Log in to your Seamlss account today and start using Client Smart Links to simplify your workflow.

If you’re new to Seamlss, we’d love to show you how Client Smart Links can make a difference in your business. Contact us for a demo or sign up for one of our upcoming webinars.

With Seamlss Client Smart Links, collaboration has never been easier or more efficient—so let’s streamline your success together.