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Seamlss Firm Success Package

What is the Seamlss Firm Success Package?

This package is designed for firms that want to save time and onboard clients faster with hands-on support. Our experts will guide you through Seamlss setup, train your team, and help you implement key workflows tailored to your firm’s needs.

What’s Included?

  • 2 Personalised Training Sessions – Master core features, including client onboarding workflows and automation tips.
  • Custom Setup Assistance – Get help configuring key components like Lead Links and Fetch Forms.
  • Best Practices & Workflow Optimisation – Learn how to streamline tasks and maximise efficiency.
  • Post-Training Resources – Access guides and videos for ongoing learning.

Seamlss Onboarding Options

  • DIY Setup
  • Recommended
    Firm Success Package
DIY Setup
Recommended
Firm Success Package
Free
$1,500
Platform SetupSelf-guided using online resources. May take longer due to trial-and-error.Expert-led setup: Get your system configured quickly and correctly with guidance tailored to your firm’s needs.
Training SessionsWatch our YouTube Videos2 personalized 1-hour sessions: Tailored training to fit your team’s workflows and improve efficiency right from the start.
Workflow OptimizationBuild and adjust workflows using pre-built templates and help docs.Custom optimization: Collaborate with our experts to design efficient, automated workflows that save time and minimise errors.
Ongoing SupportFull access to our knowledge base and tutorial library.Post-training access: Get additional resources, follow-ups, and email support to reinforce what you learn.
Time to LaunchStart onboarding clients at your own pace, following our step-by-step setup guides.Faster implementation: Complete setup and team onboarding faster with personalized guidance.
Post-Onboarding ReviewDIY performance monitoring using reports.Post-launch review and adjustments to improve firm outcomes.
Start DIY Setup (Free)Buy Now*

Your Success, Your Way

Why Choose the Seamlss Firm Success Package?

  • Save Time: Let our experts set everything up quickly and efficiently.
  • Personalised Training: We adapt our sessions based on your firm’s unique needs.
  • Optimise Workflows: Learn how to implement best practices and automate repetitive tasks.

How It Works

1. Purchase the Package: Click the button below to pay for the package via Stripe.

2. Book Your Sessions: After payment, you will be redirected to schedule your first training session.

3. Begin Your Journey: Join the training sessions and implement workflows with our support.

Onboard into Xero Practice Manager

Seamlss is a Xero Connected App, integrating seamlessly with Xero Practice Manager for efficient client management

We're Xero App Partners

Confidence to connect to Xero Practice Manager