As we approach the end of the financial year (EOFY) and the start of the 2023 tax season, accounting and bookkeeping firms are gearing up for one of the busiest times of the year. Collecting and organising client data for new jobs can be a daunting task. But what if there was a tool that could streamline this process?
We’re excited to introduce Seamlss Fetch, a new feature within Seamlss designed to simplify and secure your EOFY client communication process.
What is Seamlss Fetch?
Seamlss Fetch is a quick question tool that allows accounting and bookkeeping firms to send out one or many questions to clients and receive answers securely through Seamlss. It’s designed to keep your communication organised and off email, ensuring that important information doesn’t get lost in the shuffle.
Creating Customised Forms for EOFY
With Seamlss Fetch, you can create customised forms using our new forms area. This feature allows you to create templates for future use, saving you time and ensuring consistency in your communication.
You can give each fetch request a name and description, then type in the questions to be answered by the client. The answer types vary from text box, text area, checkbox, file upload, select, radio, email, date, or you can add a heading or break line for formatting. This flexibility allows you to tailor your questions to your specific needs, making EOFY data collection a breeze.
Why Choose Seamlss Fetch for EOFY?
Seamlss Fetch is more than just a communication tool. It’s a way to streamline your EOFY processes, improve your client communication, and start work faster. By keeping communication within Seamlss, you can ensure that all your client information is secure and organised.
We’re excited about the launch of Seamlss Fetch and we believe it will make a significant difference in how you communicate with your clients during the EOFY period. As always, we’re here to support you and we’re eager to hear your feedback.
Experience the power of streamlined EOFY client communication with Seamlss Fetch today.