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Seamlss

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Reviews by verified Xero users.
4.9 out of 5 stars
12 Reviews

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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!
DT
David Thomas
Posted 6 Jul 2023
4 out of 5 stars

Timesaver

Big timesaver to gather personal information for clints over a secure portal.

Response from Seamlss

Thank you, David! We're delighted to hear that Seamlss has been a big timesaver for you in gathering personal information securely. Our goal is to make the process as efficient and secure as possible, and it's wonderful to know that we're hitting the mark. If you have any feedback or need further support, we're here for you. Keep enjoying the time-saving benefits!
AB
Amanda Bradfield
Posted 6 Jul 2023
5 out of 5 stars

Secure Time Saver

All I need from the client is their name, phone number, email and list of who or what they want to sign up. I add the names send press add then the client adds all of the information including their secure ID. Like magic it comes back I push a button and it is stored in Xero without me finding time to transfer it.

Response from Seamlss

Thank you so much, Amanda! We're thrilled to hear that Seamlss has been a secure time saver for you. Our aim is to make the client onboarding process as seamless and efficient as possible, and it sounds like we've achieved that for you. The magic of pushing a button and having everything stored in Xero is what we strive for! If you have any more feedback or need assistance, we're always here. Keep enjoying the magic!
TM
Trudi Martin
Posted 5 Jul 2023
5 out of 5 stars

Absolute time saver

Onboarding our clients is so much easier now, Seamlss captures all our client data and integrates perfectly with XPM. Definitely recommend Seamlss for it's ease of use and the support from their team.

Response from Seamlss

Thank you, Trudi! We're delighted to hear that Seamlss has been an absolute time saver for you and that onboarding your clients has become so much easier. Our integration with XPM and ease of use are designed to make your life simpler, and it's great to know it's working for you. Your recommendation means a lot to us, and we're here to provide continued support whenever you need it. Keep enjoying the seamless experience!
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.