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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. It goes straight to our inboxYou land on a confirmation page, and your ticket is with the team.
  2. We reply from [email protected]We usually reply within a business day. Add that address to your safe senders so the reply does not land in junk.
  3. Reply to add moreSend a screenshot or anything else that helps by replying to our email. It all stays on the one ticket until it is sorted.