Overview
Say goodbye to manual onboarding, repetitive paperwork, and time-consuming data entry! Seamlss, a finalist at the Xero 2024 Awards, helps accounting and bookkeeping firms in Australia and New Zealand streamline data collection, client verification, and onboarding. Designed to boost firm efficiency and enhance client satisfaction, Seamlss saves valuable time and simplifies workflows.
Why Choose Seamlss?
- Time-saving automation: Reduce repetitive data entry and administrative tasks with automated workflows.
- Improved client experience: Make onboarding seamless and professional, helping clients complete verification and forms with ease.
- Compliance and accuracy: Ensure accurate data collection and compliance with ATO regulations, including easy Agent-Client Linking.
Key Features
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🛡️ Client Verification
Quickly verify client details to maintain compliance and reduce manual work. -
📄 Automated Data Collection & Forms
Gather and organise data effortlessly. Seamlss integrates directly with XPM, streamlining onboarding and reducing errors. -
✍️ Digital Engagement Letters
Secure client agreements with digital signatures, allowing you to complete onboarding in one step. -
🔄 Re-Engage Past Clients
Reconnect with previous clients through our unique re-engagement feature. -
🚀 Effortless Onboarding Journey
Guide clients through onboarding with intuitive steps for data collection and verification. -
📑 Seamlss Fetch Forms
Collect client data, documents, and files with tailored forms designed for compliance. -
📌 Agent-Client Linking Guidance
Navigate the ATO’s Agent-Client Linking process with clear, step-by-step guidance.
Seamless Integration & Time Savings
With Zapier integration, Seamlss connects to popular apps like Calendly, creating a smooth flow of client data from booking to onboarding. XPM integration enables automatic data collection directly into Xero Practice Manager, improving efficiency and reducing data entry errors.
Responsive Support & Continuous Improvement
Seamlss values user feedback and continuously refines features based on your insights. With an average support response time of under 12 hours, our team offers detailed help pages, tutorials, and the option for one-on-one sessions with our founder.
Ready to Experience the Seamlss Difference?
Start your 14-day free trial to see how Seamlss can transform your client interactions. Book a free 30-minute Success Session with our team to get set up quickly and learn best practices.
Seamlss + Xero
Seamless Integration with Xero Practice Manager (XPM)
Seamlss integrates effortlessly with Xero Practice Manager (XPM), allowing XPM to remain your single source of truth while enhancing your data management capabilities. Here’s how Seamlss works with XPM to simplify your workflows and improve data accuracy:
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Push and Pull Data
Control the flow of specific client and entity details, such as names, ABN, TFN, phone numbers, and addresses. Decide on a case-by-case basis what to push to XPM or pull from it, ensuring that XPM remains accurate and up-to-date. -
Smart Data Sync
If a detail is missing in Seamlss, it will fetch it directly from XPM. Encounter a variance between Seamlss and XPM data? Seamlss will propose an update, allowing you to confirm changes and keep data precisely aligned. This streamlined sync enables seamless data transfer and minimises the risk of discrepancies. -
Import Clients for Re-Engagement
Easily import clients from XPM into Seamlss and send out re-engagement requests. Keep client details fresh and up-to-date, ensuring accurate information is maintained in XPM without manual data entry. -
Proactive Re-Engagement
Seamlss isn’t just for initial onboarding. Utilise the Re-Engage feature to refresh client details regularly. Before starting new jobs, send a quick re-engagement to confirm that all client data in XPM is current. This proactive approach minimises errors and ensures a smooth workflow from job creation to completion. -
Enhanced Compliance and Data Integrity
By keeping XPM as your single source of truth, Seamlss helps reduce compliance risks and ensures your data is accurate and consistent across platforms. Whether you’re updating a client’s address, ABN, or other critical details, Seamlss makes the process seamless and error-free, supporting your firm’s compliance and reducing the burden of manual checks. -
Smooth Preparation for Tax Season
Accurate client data is critical during tax return preparation. With Seamlss, you can confidently verify that all client information in XPM is current, saving time and avoiding last-minute updates during tax season. The integration reduces the risk of errors, helping your team stay prepared and compliant.
Experience a client management integration that not only aligns with but enhances your data practices, making re-engagement effortless and ensuring that client information is always current. Try Seamlss with a 14-day free trial and experience a seamless Xero integration that drives accuracy and efficiency in every client interaction.
Getting started
Getting started with Seamlss is quick and easy. Set up your firm in just a few minutes and start onboarding clients right away. Follow these simple steps:
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Register Your Firm
Sign up and register your firm on Seamlss. The registration process is straightforward, getting you up and running in no time. -
Customise Your Firm’s Branding
Personalise Seamlss with your firm’s branding and colours, ensuring a consistent and professional experience for your clients. -
Set Up Your Engagement Letter
Upload or create your firm’s engagement letter within Seamlss. This ensures each new client receives an up-to-date agreement, ready for digital signing. -
Enable Two-Factor Authentication
Activate two-factor authentication to keep client data secure, ensuring that only authorised users have access. -
Add Your First Client and Send a Request
Enter your first client’s details and send an initial request. Seamlss will guide your client through an intuitive process, making onboarding simple and efficient. -
Explore Key Features
- Automated Data Collection: Seamlss automatically organises and syncs client data with XPM.
- Re-Engage Feature: Reconnect with past clients or refresh existing client details to keep records up to date.
- Digital Engagement Letters: Clients can digitally sign agreements, streamlining the onboarding journey.
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Sync with Xero Practice Manager (XPM)
Set up the integration with XPM to keep it as your single source of truth. Seamlss allows you to push and pull data seamlessly, ensuring accuracy across platforms. You can even import clients from XPM and send out re-engagement requests to keep information current. -
Access Support and Resources
Need help? Visit our Help Guides for step-by-step instructions, or book a free 30-minute Success Session with our team to get personalised assistance.
Get Started Today!
Seamlss makes client management easy, efficient, and secure. Start your 14-day free trial, and see the difference Seamlss can make in your firm.
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ECIf you onboard clients, you need this app...
DGThe fastest way to onboard new clients
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