Streamline Your Client Onboarding
with Seamlss Verification
Harness the Power of Digital Verification to Enhance Your Client Onboarding Experience!
Client Verification
Securely verify your clients' identities. Verify a client's identity while they onboard, using the secure source document option or a DVS check through Stripe Identity. Seamlss deletes the ID documents automatically after 14 days and keeps a log of the check for your firm.
Discover the Simplicity of DVS Verification with Seamlss
Are You Facing These Challenges?
- Time-Consuming Manual Verification Processes? Are you spending too much time manually verifying client identities, leaving less time for other important tasks?
- Integration Issues? Are you struggling to integrate client verification with your existing systems, leading to inefficiencies and potential errors?
- Difficulty Managing Multiple Identity Checks? Are you finding it hard to manage multiple identity checks simultaneously, making client management a daunting task?
Seamlss Has the Solutions
- Secure Identity Verification – Say goodbye to time-consuming manual processes. With Seamlss, you can automate the verification process, saving time and reducing the risk of errors.
- Seamless Integration with Xero Practice Manager – No more struggling with integration issues. Our platform integrates smoothly with XPM, streamlining your workflow and making client onboarding a breeze.
- Bulk Importer for Efficient Verification – No more juggling multiple identity checks. Perform multiple identity checks simultaneously with our Bulk Importer feature, making client management more efficient than ever.
Ditch the old ways of onboarding
Save Time and Effort
Our automated verification process and Bulk Importer feature mean you can perform multiple identity checks simultaneously, saving you valuable time and effort.
Improve Efficiency
With seamless integration with Xero Practice Manager, your workflow becomes smoother and more efficient, allowing you to focus on providing top-notch services to your clients.
Stay ATO Compliant
With Seamlss, you can easily stay compliant with regulations, as our platform provides tools for client verification using ATO-recognised methods.
Easy Client Onboarding
Streamline your client onboarding process with our user-friendly platform, making it easy for clients to provide their information and reducing the need for manual data entry.
Secure Identity Verification
Ensure your clients' identities are verified securely and reliably with our robust verification system that employs bank-level encryption and two-factor authentication.
Xero Practice Manager Integration
Seamlessly integrate with Xero Practice Manager to enhance your workflow and eliminate data entry errors while keeping all your client information up to date.
Firms that trust us:
Seamlss Source Request: A Unique Solution
Streamline Your Verification Process with Our Unique Feature Designed to Meet Your Specific Needs
Onboard into Xero Practice Manager
We're Xero App Partners
Confidence to connect to Xero Practice Manager
FAQ
Seamlss is client onboarding, identity verification and AML software for Australian accounting and bookkeeping firms. Through one link, clients give you their details and documents, verify their identity and e-sign your engagement letter. Their details then sync to Xero Practice Manager.
Accounting and bookkeeping firms in Australia, and in particular the owners and partners who carry the risk of taking on a client and sign the engagement letter.
Instead of chasing documents by email and rekeying details from PDF forms and spreadsheets, you send the client one request. They enter their own details, upload documents, complete the identity check and sign the engagement letter. Your team reviews the result.
Yes. AML checks are built into onboarding: identity verification, PEP and sanctions screening, and beneficial ownership, with adverse media screening inside the risk assessment tool. Clients answer questionnaires that feed the risk assessment. Your firm still makes the determination, and Seamlss records it. AML tools are available on paid plans.
Two factor authentication for firms and clients, and a client has to sign in before a request opens. Seamlss has an ISO 27001 aligned security posture and is working towards ISO 27001 audit readiness using Vanta; it is not certified. ID documents are deleted automatically after 14 days, with a log of the check kept for your firm. More on the security page.
Seamlss verifies a client’s identity using the source document option or a DVS check through Stripe Identity, and keeps a log of the check. Your firm still decides whether a check meets its obligations.
Yes. Add your own terms and conditions, and each client e-signs the engagement letter as part of onboarding.
A current web browser, such as Chrome, Firefox, Edge or Safari, and an internet connection. There is nothing to install.
Start the 14 day free trial. No credit card is required, and the in-app help takes you through setup. AML tools are available on paid plans.
The help centre has a guide for each part of Seamlss, and you can reach the team through the contact page.
Each year Seamlss sends clients a request to confirm their details and e-sign the new engagement letter, and shows you which clients have been contacted and when. You can send re-engagements in bulk, including clients imported from Xero Practice Manager.
Client details collected in Seamlss sync to Xero Practice Manager, and jobs created in Seamlss land in XPM. Your team does not rekey them. Through Zapier, a request can start from another tool, such as a booking calendar.
Yes. Import clients in bulk, including from an XPM export, and run identity checks across them together rather than one at a time. The in-app help shows how.