Seamlss
21 Reviews
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DT
David Thomas
Posted
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
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
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!
DHDaniel Heness
Posted
Time Saver
Much easier than doing manual engagement & new client letters!
Response from Seamlss
Thank you, Daniel! We're thrilled to hear that Seamlss has made engagement and new client letters much easier for you. Our goal is to save you time and eliminate manual processes, and it's fantastic to know we're achieving that. Keep enjoying the streamlined experience!
AMAngela Munoz
Posted
Exceptional
Is easy to use, saves tons of time and the best of all is the support you get with the set-up. They are vey friendly and ready to answer any questions
Response from Seamlss
Thank you so much, Angela! We're delighted to hear that you find Seamlss easy to use and that it's saving you tons of time. Our team is always here to provide friendly support and answer any questions you may have. Your satisfaction is our top priority, and we're thrilled to know we're meeting your expectations. Keep enjoying the time-saving benefits, and don't hesitate to reach out if you need anything!
CACameo Ashe
Posted
Simple, time-saver for onboarding clients
I was so happy I found Seamlss - not only is it seamless for clients, but implementing it into our onboarding process was quick and easy.
I had been looking for something that integrated with Xero Practice Manager for ages and made collecting client details easy. The mobile phone authorisation code means that clients don't have to set up another login to access the forms and the process is quick and easy for them.
From a practice viewpoint it's also great that you can link other software using zapier that speeds up the onboarding process even more.
Response from Seamlss
Thank you, Cameo, for sharing your wonderful experience with Seamlss! We're thrilled to know that our seamless integration with Xero Practice Manager and mobile phone authorisation code have made the onboarding process quick and easy for both you and your clients. Our goal is to simplify and speed up the onboarding process, and it's great to hear that we're achieving that for your practice. Your feedback is valuable to us, and we're here to support you in any way we can.
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.