Skip to content

Experience Seamlss: Where Your Firm Makes Every Client the Hero of Their Onboarding Journey

Seamlss transforms the onboarding process by placing clients at the center of their journey while your firm seamlessly guides them to success. Test how it feels to be the hero in this interactive demo.

See What Clients See—Interactive and Simple

Experience Seamlss features exactly how your clients will, through hands-on testing links and demo forms.

Seamless Client Onboarding with Client Smart Links

Your clients start their onboarding journey by entering basic details through intuitive and secure Lead Links. These links gather all relevant information so your team can hit the ground running.

Test it Now:

  • Simulate how a client fills out a Client Smart links below and securely submits their information.
  • Understand the flexibility of custom Fetch Forms and data collection.

Get Started with Your Onboarding

Experience how Seamlss collects and organises client details through an intuitive onboarding form. Clients provide key data securely and efficiently to kickstart their journey.

Complete A Client Re-Engagement Form

We’d love to reconnect and ensure we have the latest details about your business. Completing this quick form helps us support you better and plan for your ongoing success. Let’s realign and move forward together.

Online Tax Return

Get Your Tax Return Ready—Quickly and Securely
To complete your tax return, we’ll need key documents like income statements, deduction records, and investment details. Use the form below to securely upload your files. It only takes a few minutes!

Tax Planning Meeting Form

During this meeting, we’ll:

  • Identify tax-saving opportunities tailored to your unique circumstances.
  • Address key financial challenges and burning questions you may have.
  • Explore strategies for asset protection and future growth planning.

By focusing on proactive planning, we aim to help you minimise tax liabilities, protect your wealth, and achieve your financial goals.

Complete the prework form now to ensure we can provide maximum value during your Tax Planning Meeting.

See how to get key information from your leads

Seamlss - Lead Links

Your clients start their onboarding journey by entering basic details through intuitive and secure Lead Links. These links gather all relevant information so your team can hit the ground running.

Test it Now:

  • Simulate how a client fills out a Client Smart links below and securely submits their information.
  • Understand the flexibility of custom Fetch Forms and data collection.

Book a Proactive Accounting Meeting with us

Specific ways we can support your business journey Before our meeting, you’ll receive a brief questionnaire to help us prepare and make the most of our time together. You’ll also have the opportunity to securely share relevant financial documents.

We believe in building partnerships, not just providing services. Let us show you how working with Business Edge Advisors can transform your approach to business financial management.

Estate Planning Questionnaire

Welcome to the Estate Planning Questionnaire. Please complete the secure form to provide details about your assets, beneficiaries, and wishes. Your responses will help us prepare a tailored estate plan that protects your legacy and aligns with your goals.

Effortless Client Onboarding

Seamlss is the all-in-one platform that automates your client onboarding process, making it quick, easy, and secure.

Book a Seamlss Demo

To see and learn more, book a demo with our founder Clayton Wood, who has over 15 years as an accountant and advisor.

Onboard into Xero Practice Manager

Seamlss is a Xero Connected App, integrating seamlessly with Xero Practice Manager for efficient client management

We're Xero App Partners

Confidence to connect to Xero Practice Manager