Seamlss allows your team to reduce admin time by easily collecting the information required to onboard & verify Clients, before sending the clients details into XPM.
Allow clients verify themselves for you using Stripe Verification or direct upload to Seamlss. This means you're compliant with the ATO’s new guidelines on client identity verification for tax practitioners.
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.
Use Zapier to pull basic details from bookings to quickly request information from clients in seconds. Save admin time by using Seamlss to collect client data for you.
Electronically Signed Engagement Letters This means firms can add clients to their firms and have useable data to have better outcomes. Adding the ability to get clients to sign an engagement form during the process. Firms can add clients to other systems like the ATO portal and load them up to gain access to key data prior to meeting the client.
Individual Tax Return Collection Seamlss has the option to collect the client’s individual Tax Return data when onboarding also. This means you can request the client’s details, but also gather data to assist in the preparation of the return. Getting data before the meeting allows firms to use the team to prepare the return before they meet face to face.
How does it work in the real world? The Seamlss team reached out to various firms to make it simple for clients and firms to use. Ease of use is the main aim. Connect Seamlss to Zapier to automatically import basic client details from a booking tool like Calendly. The client will appear on your dashboard and from here an admin team member can send out the Seamlss link with the click of a button. Clients receive an email with a secure link and to log in they receive an SMS code. Once logged in they fill in all their personal details, ID, and various business details and sign the engagement letter.
Once completed by the client, firms can PDF the data and or push the data to XPM and add clients to the ATO portal. This means an admin or junior team member can complete the process before clients arrive at the office. When a client arrives to discuss their tax needs you can already have ATO access, Tax Pre-fills, Tax Account information, or even have most of an individual’s Tax Return complete before they enter.
Seamlss has cut down on the team keying data, potential miss keying data, or even worse, collecting it insecurely. Most of all it has saved time and allows firms to have more time to have better conversations with clients by automating a process that in many firms is still done by paper, email or excel.
Seamlss + Xero
Having Xero Practice Management integration has allowed firms to connect and push the client’s data directly into XPM. This means firms don’t need to copy and paste or worse key in data from the onboarding process. It also speeds up the Tax Return preparation process by allowing firms to quickly create a client’s Individual Tax Return, and download pre-fill data from the ATO before the client enters the door, video meeting, or phone call.
- Register your firm with Seamlss
- Complete the firm onboarding for branding and colour
- Update your firm engagement letter
- Turn on two factor Authentication
- Add your first client details and send a request.
For details onboarding instructions see our help guides on our website.