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.