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Seamlss

By Seamlss
4.92 out of 5 stars
Free 14 day trial available
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Seamlss streamlines client onboarding for Australian accounting & bookkeeping firms in line with ATO guidelines. Features like electronic signing of engagement, data collection, and seamless integrations make processes breezy. Now also available in New Zealand. Explore with a free 14-day trial.
Rated
4.9
out of 5
Reviewed by
12
Xero users
Try this app
Free 14 day
trial available
Listed for
1 year
August 2022

Overview

Seamlss, a notable finalist at the Xero 2024 Awards, transforms client onboarding and verification for Australian and New Zealand accounting firms.

Key Features:

~ Client Verification: Seamlessly verify client information ensuring accuracy and compliance.

~ Automated Data Collection: Simplify data gathering, with automatic collation and client/entity injection into XPM.

~ Re-engage Function: Rekindle client relationships with our unique re-engage function.

~ Simplified Onboarding Journey: Immerse in a simplified onboarding journey, where collecting essential client data is a breeze.

~ Fetch Forms: Tailored data collection to ease the compliance pathway.

~ Guidance on Agent Linking: Detailed guidance on the ATO’s Agent-Client Linking process, aligning with evolving requirements.

Seamlss extends beyond merely collecting data. With features like Zapier Integration, manage your clients' details efficiently from booking tools like Calendly. Moreover, the engagement letter signing during onboarding facilitates a streamlined agreement process.

We treasure user feedback, constantly refining Seamlss based on your insights. Our responsive support includes extensive help pages and one-on-one sessions with our founder for personalised assistance.

Embark on a 14-day free trial and experience a shift towards effortless client onboarding and management. Your journey towards streamlined client interactions begins with Seamlss.

Seamlss
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Seamlss + Xero

Seamlss’ integration with Xero Practice Manager (XPM) has evolved, ensuring XPM remains your single source of truth. Manage the flow of specific client and entity details like names, ABN, TFN, phone numbers, and addresses on a case-by-case basis, deciding what to push to XPM or pull from it.

Miss a detail in Seamlss? It’ll fetch it from XPM. Spot a variance between Seamlss and XPM data? Seamlss proposes an update. Confirm your choices and hit sync, ensuring precise data alignment.

This streamlined sync not only retains the essence of seamless data transfer but also extends the capability to re-engage clients and ensure accurate client data, making the process more insightful and aiding in maintaining a clean, accurate client database.

Experience an integration that not only aligns with but enhances your data management practices, making client re-engagement a breeze and accelerating the Tax Return preparation process.

Use Re-Engage to refresh client details, Seamlss is not just about the initial onboarding. Utilise it for re-engaging clients and keeping their details current. Before sending out jobs, a quick re-engagement ensures all client data in XPM is up-to-date. This proactive approach minimises the chance of errors, ensuring a smooth workflow from job creation to completion. Seamlss makes re-engagement and data refresh a simple, integrated part of your ongoing client management, amplifying the accuracy and efficiency of your practice.

Reviews & ratings

4.9 out of 5 stars
12 Reviews

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Most recent reviews

KW
Kristy Williams
Posted 10 Feb 2024
5 out of 5 stars

Great App

I've been using Seamlss since Beta and its a game changer for quick onboarding. Not only that they are still adding features. They've added instructions to agent linking for Tax Agent Portal... Seamlss just get it!
MM
Melinda McCosker - ABS Management
Posted 22 Nov 2023
5 out of 5 stars
Love this for my client onboarding process. Game changer for me with Identity verification and love the timesaving for importing data straight into XPM.
CN
Chloe Nutter
Posted 11 Jul 2023
5 out of 5 stars

AMAZING

Super user friendly for both firm and clients, Super easy to do ID checks and request any info needed! 10/10

Response from Seamlss

Thank you so much, Chloe! We're thrilled to hear that you find Seamlss user-friendly and that the ID checks and information requests are working smoothly for you. Your 10/10 rating means the world to us, and we're committed to continuing to provide an amazing experience for both firms and clients. If you have any suggestions or need further assistance, please don't hesitate to reach out. Happy onboarding!

Additional info

Shared data

Xero
Seamlss
Contactsshared from Seamlss to Xero

Functions

Accountant toolsPractice manager

Industries

Accounting

App details

By Seamlss
Added in 2022

14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.