Overview
Seamlss, a notable finalist at the Xero 2024 Awards, transforms client onboarding and verification for Australian and New Zealand firms.
Key Features:
~ Client Verification: Seamlessly verify client information ensuring accuracy and compliance.
~ Automated Data Collection: Simplify data gathering, and file collection, with automatic collation and client/entity injection into XPM.
~ Client Engagement Letters signed digitally in the app.
~ 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.
~ Collect client documents with Seamlss 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.
Start your 14-day free trial and experience a shift towards effortless client onboarding and management. Your journey towards streamlined client interactions begins with Seamlss.
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.
Getting started
- Register your firm with Seamlss
- Complete the firm onboarding for branding and colour
- Update your firm engagement letter
- Turn on two factor Authentication
- Add your first client details and send a request.
For details onboarding instructions see our help guides on our website.