Support
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Seamlss Support
Send through any questions or comments that you have about your Seamlss experience.
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FAQ
More features being added all the time
Security Matters
We have implemented secure connections and links to allow data to flow from clients to you securely. The data is held in Australia on local Microsoft Azure servers. Only your designated users can access the data collected.
CRM, XPM & Integrations
Coming Soon: We’re working hard to connect to Xero Practice Manager and other CRM’s to allow direct updating and creation of client details. Our goal is to have it deployed as soon as possible.
Auto Creating & Sending
More coming soon… Give us your feedback and requests so we can make things you need faster.
How does it work?
Log into the business dashboard, find the client you wish to request information from, or add a new one. Simply key in the client’s name, mobile phone, and email, then send off the email via Seamlss. The client will receive a one-time link or they can log in to submit the form requesting data. Your team logs in and downloads the PDF to save or action as necessary.
Document Storage
Coming Soon: We will be allowing you to directly save files to client folders, or a folder your team will be able to sort and or access files from. This will be depending on your cloud storage option as well, for example Dropbox, Box, Google Drive or Microsoft OneDrive.
Xero Tax
The data will update in XPM and flow into Xero Tax allowing your to easily update and serve clients better than ever.