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Cost Effective. Unrivaled client onboarding for accounting firms.

Using Seamlss allows firms to have better client meetings from a faster streamlined onboarding

Pricing

Essential Plan

$ 50 / Month
  • Annual price $550
  • 14 day Unlimited Free Trial
  • No credit card required
  • 100 Requests per month
  • 100 SMS credits per month
  • (price inc GST)
Start for Free!

Power Plan

$ 100 / Month
  • Annual price $1,100
  • 14 day Unlimited Free Trial
  • No credit card required
  • 200 Requests per month
  • 200 SMS credits per month
  • (price inc GST)
Get it now!

Premium Custom Plan

$ ASK / Month
  • Tailored to your needs
  • Larger client base
  • Need more requests
  • Bulk Identity Checks
  • Custom Integrations
  • (price inc GST)
Lets Talk

Not sure which plan is right for you?

Pricing plans are based on the number of requests your firm sends to clients per month.

A request is logged each time you ask for something from a client, such as inviting them to onboard. Onboarding a couple will count as two requests. Any entities they add to each client are included in the same request and still counted as one.

The essential plan of $50 a month includes 100 requests, which works out to be 50 cents per request. If you are sending more than 200 requests a month, contact us to discuss a custom plan.

Seamlss Features on all Plans

Connect to Xero Practice Manager to have client data flow through the onboarding process with just a few mouse clicks. If you use XPM, Seamlss reduces data entry time and keying errors by team members.

See more here. 

Add your terms and conditions in our template manager and when clients are onboarding they digitally e-sign your engagement letter. 

Using Seamlss Source document request feature at no extra cost, allows firms to quickly and easily verify clients. You can request other documents like BAS, ATO Accounts, Trust Deeds or bank statements to verify your clients. 

There is included as a critical tool that only Seamlss provides, along with our audit logs for you to keep track of compliance with the ATO and TPB requirements. 

Seamlss is the easy way to onboard your clients, verify them, and keep them compliant. Onboarding takes minutes, verification takes seconds, and compliance takes care of itself.

Using Seamlss allows firms to quickly and easily verify clients.

Stripe Identity is our official DVS service provider, the cost per Stripe Verification is $5 (Inc GST). 

See our blog post for more here.

Confirm a client’s details and get engagement letters to e-sign annually either before you start a job or annually using our re-engage tool. 

Export your client data from Seamlss into LodgeIT via a CSV export, reducing keying and keying errors. 

When onboarding clients you can also request some basic data from clients ITR’s to allow your team to speed up the Tax Return preparation processes. 

Client notes may seem like a small feature, but they can make a big difference in your workflow. With Seamlss, you can easily add and reference client notes right in their profile. Keep track of important details, reminders, or even personal preferences to make your client interactions more efficient and personalized. Plus, with everything stored in one place, your team can easily collaborate and stay up-to-date on each client’s needs. Don’t let important details slip through the cracks – use Seamlss client notes to streamline your workflow and provide top-notch service to your clients.

Easily import clients in bulk via Seamlss’ Datacenter, where you can collate and manage client data from multiple practice management tools, enabling you to perform bulk identity checks, streamline your client onboarding process, and send re-engagements with ease.

Efficiently verify the identities of all your clients at once with Seamlss’ bulk identity check feature, using a combination of DVS and source document verification options. This feature is available in our data centre tool on all plans.

Seamlss offers a unique feature that allows clicking on a custom link for your firm’s Seamlss account through an Ignition referral link. This means that you can easily share Seamlss with clients to start the onboarding process straight after the proposal is accepted. 

We offer a custom lead link for your firm to connect and collect a leads details to allow you to quickly and easily send an onboarding request. 

Say goodbye to the hassle of onboarding clients and verifying their identities in multiple processes. With this feature, you can now seamlessly collect client data, verify their identity, and engage with them, all in one sequence for your clients.

Try it out today and experience a smoother, more efficient onboarding process

We keep the data secure by using SSL encryption on everything. It’s encrypted data storage, transmission, and at rest. We don’t hold exposed APIs (hello Optus), and we censor sensitive data. Firms and clients use 2FA to maintain secure connections.

Being on the Xero App Store we also run Annual security assessments to maintain Xero compliance. 

Connect to Zapier and your calender tool (like Calendly Pro) to automatically import the clients First Name, Last Name, Email and Mobile number to enable to the process to begin with just a couple mouse clicks. 

You can use Seamlss freely to onboard as many clients as you need and keep them there for future updates on Seamlss. You can delete or archive the data also if you want. But there is no limit to how many you can have on the system.

 

We recommend adding the admin team members that will allow clients’ data to flow during the onboarding process. But there is no cost per user, so add the admin team member and accounting tema you need and start onboarding clients for the whole firm 

We have a fair use policy with a limit of a maximum amount of client requests of 100 per month or 1,200 per year on the essentials plan. That’s a lot of requests per month!

Client Verification with Stripe

Stripe Identity verification only $5 (inc GST)

  • Invoiced at the end of the month
  • Charged when Verification completed by the client
  • Meets the requirements for the ATO & TPB.
  • Automates document verification processing

There is more to Seamlss then just onboarding – it's the results and time saved.

Watch Demo

Accountants that trust us:

Cameo Ashe
Cameo Ashe
Owner Director
Read More
Simple, time-saver for onboarding clients I was so happy I found Seamlss - not only is it seamless for clients, but implementing it into our onboarding process was quick and easy. I had been looking for something that integrated with Xero Practice Manager for ages and made collecting client details easy. The mobile phone authorisation code means that clients don't have to set up another login to access the forms and the process is quick and easy for them. From a practice viewpoint it's also great that you can link other software using zapier that speeds up the onboarding process even more.
Kate Henderson
Kate Henderson
Owner Director
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Genuine time-saver! Seamlss saves so much time in the Client Onboarding process, all you need to provide is an email address and mobile phone number, Seamlss does the rest. Syncing directly to Xero reduces data entry time and the possibility of keying errors. This software is invaluable to my Practice.
Caroline Walsh B.Com CPA
Caroline Walsh B.Com CPA
Principal
Read More
I have been waiting for this program! Seamlss is the program I have been looking for since starting with Xero Practice Manager. It automates the onboarding process in a very simple way that is secure, professional and fast.
Alison Kennedy
Alison Kennedy
Owner Director
Read More
On boarding new clients was a major pain point for my business. There wasn’t anything on the market that could help and most online form apps just weren’t secure enough for my liking. Most of my other software packages didn’t offer what I needed, and I had a massive black hole in my automation strategy. My admin now sets up all my new clients prior to their appointment so I am ready to go once they arrive. It has reduced my stress levels for the new client appointments. And I love that I can see a bit about them prior to the appointment via their ATO report. Having new clients sign an engagement form with my custom terms built in has been great and it has saved so much time with double handling.
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FAQ

Seamlss is a comprehensive client onboarding and engagement platform designed for professional service providers such as accountants, tax practitioners, and consultants. The platform streamlines the client onboarding process by providing customizable engagement letter templates, digital signatures, client verification tools, and secure data storage, all while ensuring compliance with ATO regulations.

Seamlss is designed for professional service providers, including accountants, tax practitioners, bookkeepers and advisory firms who are looking to streamline their client onboarding process, improve efficiency, and enhance the overall client experience.

Seamlss simplifies the client onboarding process by providing a suite of tools and features that help firms efficiently collect and verify clients, obtain digital signatures on engagement letters, and securely store client data. The platform ensures a seamless and compliant onboarding experience, saving time and resources for both firms and their clients.

Seamlss takes data security seriously by implementing various measures, including two-factor authentication (2FA) for clients and firms, bank-level encryption for data storage and transmission, and secure data hosting in Australia. These measures ensure that your clients’ sensitive information remains protected at all times.

Seamlss is designed to help firms comply with Australian Taxation Office (ATO) requirements during the client onboarding process. The platform provides tools for client verification using ATO-recognized methods for Source Document Method and DVS option via Stripe Verify. This ensures data protection through encryption and secure storage, making it easy for firms to stay compliant with regulations.

Yes, Seamlss offers customizable engagement letter templates that can be tailored to your firm’s specific needs and requirements. You can modify the content, include additional clauses, or adjust formatting to create an engagement letter that reflects your firm’s unique services and branding.

Seamlss is a web-based platform that can be accessed through most modern web browsers, including Google Chrome, Mozilla Firefox, Microsoft Edge, and Safari. No specific hardware or software installations are necessary to use Seamlss, but a stable internet connection is required for optimal performance.

To get started with Seamlss, simply visit our website here and sign up for an account. Once you’ve completed the registration process, you can access the platform, customize your logo, colours and engagement letter templates, and begin onboarding clients using Seamlss’s suite of tools and features.

Seamlss offers various support channels, including email, phone, and video chat, to assist you with any questions or concerns you may have. Additionally, our website features a range of tutorials, guides, and knowledge base articles to help you get the most out of Seamlss. Visit our support page (provide a link to the support page) for more information and resources.

Seamlss offers a dedicated re-engagement feature designed to help firms effectively reconnect with and re-engage clients whose engagement has lapsed or requires updating. The platform allows you to easily identify clients who need re-engagement, customise and send re-engagement letters, and manage the entire re-engagement process in a streamlined and efficient manner. By utilising Seamlss’s re-engagement tools, you can maintain strong relationships with your clients, ensure ongoing compliance, and promote client retention.

Seamlss seamlessly integrates with Xero Practice Manager (XPM) and other platforms like Zapier to streamline your onboarding process and improve efficiency. By connecting to XPM, Seamlss significantly reduces data entry time and minimises the risk of keying errors. With just a few mouse clicks, you can sync client data throughout the onboarding process, allowing for a smoother, more accurate experience. Additionally, our Zapier integration enables you to connect Seamlss to numerous other platforms and tools, further enhancing your firm’s automation capabilities and productivity.

Seamlss offers a Bulk Importer feature in the Data Centre, which allows you to perform bulk identity checks on your clients efficiently and effectively. This feature is designed to save time and effort by enabling you to import multiple clients’ information at once and automatically perform identity verification checks on them. To use the Bulk Importer, simply upload a CSV file containing your clients’ details into the Data Centre, and Seamlss will process the information and perform the necessary identity checks. This streamlines your onboarding process, ensuring that your clients’ information is verified quickly and accurately, enhancing your firm’s overall productivity and compliance.

Streamline Your Client Onboarding Process

Streamline your onboarding process and reduce admin time with Seamlss – Collect client data, verify identity, and inject directly into XPM in 4 simple steps.

View our online demo now.

  • Send Client Requests
  • Add to ATO
  • Verify
  • Sync to XPM
View Online Demo Now

Quick 4 Step Process

Step 1 : Enter client basic details or automate it with Zapier or your custom Seamlss Lead Generation page and click to send to the client. 

Step 2 : Team member adds client to ATO portal

Step 3 : Team member Confirms Identity and logs it in Seamlss for ATO and TPB requirements.

Step 4 : Team member sends data to Xero Practice Manager or copies into external practice management tool.

With Seamlss, clients receive a secure email with a direct link to key in, upload and manage their own data. You’ll save time on admin and clients will love the easy-to-use portal.

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