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Seamlss support

What do you need a hand with?

Search the guides, or send it straight to our team. Both work, and you do not have to try the guides first.

79 guides. Or go straight to our team.

Browse by what you are doing

Fifteen categories, written up properly.

Clients

Adding, grouping and managing client records.

11 guides

Forms

Building and sending the forms clients fill in.

9 guides

Client records

What lands back in your firm, and where it sits.

8 guides

Integrated apps

XPM, FYI, SuiteFiles, SharePoint and Zapier.

7 guides

Settings

Firm setup, notifications and permissions.

7 guides

Getting started

First week in Seamlss, start here.

6 guides

AML and identity

Risk assessments and verifying who someone is.

2 guides

Everything else

Leads, dashboard, data centre, templates and more.

All 79

Ask our team

A person reads every one. We usually reply within a business day, and we stay on it until it is sorted.

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  1. A person reads itNot an auto responder, and not a queue number.
  2. We reply by emailUsually within a business day. If we are heads down it can take a little longer. It does not get lost.
  3. We stay on itIf we need more detail we will ask, and the thread stays open until it is done.