Plans and pricing
Onboard, verify and re-engage in one product. Every feature is on every plan, from $50 a month.
Rated 4.9 on the Xero App Store and Google, with more than 10,000 client requests a month.
Essential
Sole practitioners and small practices
billed annually at $600, two months free
billed monthly, or $600 a year
What is inside
- 1,200 client requests for the year, use them whenever you need them
- 1,200 SMS credits for the year
- 100 client requests a month
- 100 SMS credits a month
- AML risk assessment tool and risk dashboard
- Xero Practice Manager, SuiteFiles, FYI and more
- Unlimited users and unlimited clients
- AML checks from $2.20, charged per check
Power
Growing firms onboarding every week
billed annually at $900, two months free
billed monthly, or $900 a year
What is inside
- 1,800 client requests for the year, use them whenever you need them
- 1,800 SMS credits for the year
- 150 client requests a month
- 150 SMS credits a month
- AML risk assessment tool and risk dashboard
- Xero Practice Manager, SuiteFiles, FYI and more
- Unlimited users and unlimited clients
- AML checks from $2.20, charged per check
Premium
Larger firms and multi partner practices
billed annually at $1,200, two months free
billed monthly, or $1,200 a year
What is inside
- 2,400 client requests for the year, use them whenever you need them
- 2,400 SMS credits for the year
- 200 client requests a month
- 200 SMS credits a month
- AML risk assessment tool and risk dashboard
- Xero Practice Manager, SuiteFiles, FYI and more
- Unlimited users and unlimited clients
- AML checks from $2.20, charged per check
All prices in Australian dollars and include GST. AML tools are on paid plans, not the trial.
AML checks, charged per check
You pick which checks each client needs. Invoiced at the end of the month, and only when a check completes.
Document verification with the client’s identity confirmed against it.
- Australian and overseas documents
- Images deleted after 14 days
- A log of every check kept
Politically Exposed Persons, and consolidated sanctions lists.
- Runs inside the risk assessment
- Re-run any time
- Result recorded against the client
Australian contacts only.
- Adds to the client file
- Charged only when it completes
Negative news, legal proceedings and financial associations.
- Part of the risk assessment
- Sources kept with the result
Continuous monitoring per contact.
- Flags a change after onboarding
- Priced per contact, per year
Compare plans
Everything is on every plan. Select any row to see what it means.
| Essential | Power | Premium | |
|---|---|---|---|
| AML and risk | |||
| AML risk assessment toolDesignated services, determinations and the AUSTRAC standard profile, built into onboarding rather than bolted on after. | |||
| Risk dashboard and registerEvery client’s risk standing and next review date in one view, with AML reports and exports. | |||
| Staff training registerA record of the AML training your team has completed. | |||
| Identity verificationDocument checks or source documents. ID images are deleted after 14 days and a log of each check is kept. | |||
| PEP, sanctions and adverse mediaScreening runs inside the risk assessment. Charged per check. | per check | per check | per check |
| Onboarding and engagement | |||
| Client requests includedOne request is one ask to one client, reminders included. On an annual plan the allowance covers the whole year, so a busy month and a quiet one even out. | 1,200 a year or 100 a month | 1,800 a year or 150 a month | 2,400 a year or 200 a month |
| SMS credits includedSent with a request so the client gets a text as well as an email. | 1,200 a year or 100 a month | 1,800 a year or 150 a month | 2,400 a year or 200 a month |
| Engagement letters e-signedSigned inside the same request, with no charge per signature. One request can carry more than one letter. | |||
| Annual re-engagementExisting clients confirm their details and sign this year’s letter, in bulk, before tax time. | |||
| Ethical clearancesRequested from a client’s previous accountant and tracked, without the email chain. | |||
| ATO agent client linkingWalk clients through the ATO’s linking process. | |||
| Your document system | |||
| SuiteFiles, FYI and SharePointDocuments from each request save straight into your DMS. | |||
| Dropbox and Google DriveThe same, for firms not on a dedicated DMS. | |||
| LodgeiT exportClient data exports as a CSV for LodgeiT. | |||
| Practice management | |||
| Xero Practice ManagerDetails push and pull both ways, missing fields are fetched, and Seamlss proposes an update when the two disagree rather than overwriting. | |||
| XPM jobs and leadsDeploy jobs to XPM from Seamlss, and onboard leads imported from it. | |||
| ZapierStart a request from your calendar or lead tools. | |||
| Unlimited users and clientsNo per seat charge and no cap on clients held in Seamlss. | |||
Firms who made the switch
I don’t know how we coped with onboarding before discovering Seamlss. If you’re a firm using XPM don’t hesitate in signing up, you won’t be disappointed.
Lemonade BeachGoogleGame changer for me with identity verification, and love the timesaving for importing data straight into XPM.
Melinda McCosker, ABS ManagementXero App StoreIt automates the onboarding process in a very simple way that is secure, professional and fast.
JHL Accounting Pty LtdXero App StoreBigger firm, or something that does not fit?
Get in touch and we will help you work out what suits your firm, whether that is a plan or something built around how you work.
Questions firms ask before they start
What counts as a client request?
Is the allowance monthly or yearly?
What happens if I go over my allowance?
Does Seamlss cover AML?
What do I need to run Seamlss?
Where is my client data stored?
How does Seamlss work with Xero Practice Manager?
Can I check identities for many clients at once?
Can I cancel?
Start with 14 days free
Full access for 14 days, no card needed. If you need longer to decide, ask us for an extension.