Seamlss is client onboarding software for accounting and bookkeeping firms in Australia and New Zealand. One Seamlss request can carry the ID check, the client's details, the documents you need and your engagement letter. Your client deals with one secure link instead of a chain of emails, PDFs and spreadsheets.

Firms send over 10,000 client requests a month through Seamlss. Seamlss was a finalist for Emerging App of the Year at the Xero Awards Australia FY24.

Onboarding and engagement letters

• Clients open each request through a smart link, usually with a code sent by SMS. A forwarded email won't open it.
• Questions appear only when they apply to that client or entity.
• Clients e-sign your engagement letter inside the request, with no charge per signature.
• Re-engage existing clients each year to confirm their details and sign the new letter.
• Request ethical clearances from a client's previous accountant, and offboard clients when they leave.
• Walk Australian clients through the ATO's agent client linking.

Identity verification

Check ID with a biometric check, where the client's photo ID is matched to a selfie, or verify source documents yourself. Seamlss deletes its copy of the ID documents after 14 days and keeps a log of each check.

AML/CTF for Australian firms

Australian firms that provide designated services have had AML/CTF obligations since 1 July 2026. Seamlss builds that work into onboarding. AML tools are on paid plans, not the trial.

• Work out which of your services are designated services.
• Send each client a questionnaire and use the answers in a documented risk assessment. Build your own risk profile or adapt the AUSTRAC standard profile.
• Screen clients for PEP, sanctions and adverse media.
• Record your firm's determination, then report on it and export it.
• Keep a register of the AML training your staff have done.

New Zealand firms

Onboarding, engagement letters, ID checks and PEP and sanctions screening work for New Zealand firms today. A risk assessment for New Zealand's AML/CFT rules is coming.

Security

You can make two factor authentication compulsory across your firm. Client data is stored in Australia. Images from the biometric ID check pass through Stripe in the US, then return to our Australian servers. Seamlss is working towards ISO 27001.

Pricing

Plans are priced on the client requests you send each month, from $60 a month or $600 a year. Every plan has unlimited users and clients, SMS credits and the AML tools. Prices rise 25% on 15 November 2026. Subscribe to an annual plan by 11:59pm AEDT on Saturday 14 November and you keep the current annual price for 12 months.

Prices are in AUD and include GST. New Zealand firms pay the same AUD figures with no GST. Checks are charged only when one completes. Adverse media is $7.70 and a background check on an Australian contact $2.20. Ongoing monitoring is $5.50 a contact a year.