Seamlss is a cutting-edge solution designed specifically for accounting firms, revolutionising the client onboarding and re-engagement processes. In today's fast-paced accounting landscape, maintaining active and updated client relationships is crucial.
Seamlss addresses this need by providing a platform that automates and simplifies these interactions, ensuring firms maintain a consistent and efficient communication flow.
Effortless Onboarding: Seamlessly onboard new clients with automated data collection, reducing manual entry and potential errors.
Re-Engagement Made Simple: With our intuitive platform, send out re-engagement requests to your client base, ensuring active and updated client relationships.
Secure Data Collection: Prioritise client trust with our secure data collection methods, ensuring all personal and financial information is protected.
Integration with XPM: Our latest feature allows for bulk import from Xero Practice Manager, centralising client data and streamlining processes.
Consistent Client Communication: Foster trust and reliability with regular check-ins and updates, ensuring clients are always in the loop.
With Seamlss, accounting firms can not only enhance their operational efficiency but also elevate the client experience, building stronger, more lasting relationships. Dive into the future of client management where innovation meets excellence.
Seamlss is on the brink of going global! As we expand our horizons, we're keen to understand interest from various regions. We're continuously evolving based on user feedback and industry needs, ensuring we provide the best client onboarding experience for accounting firms worldwide. We welcome collaborations, partnerships, and insights to help us tailor our platform to diverse global needs.
Free Practice Subscription
Experience Seamlss with a 14-day free trial, offering full access to all features and dedicated support to optimize your onboarding process.
Bulk Client Import: Seamless integration with Xero Practice Manager for efficient data transfer.
Automated Re-Engagement: Send out re-engagement requests to your entire client list with just a few clicks.
Secure Data Collection: Advanced encryption and security protocols to ensure client data protection.
Centralised Client Database: Consolidate all client information into one accessible platform, reducing data redundancy and ensuring accuracy.
TaxFlow Requests Automation: Prepare for tax season with streamlined TaxFlow requests, ensuring all client information is up-to-date and ready for processing.
Annual Client Check-ins: Automated reminders and processes for annual client touchpoints, fostering consistent communication.
Digital Engagement Letters: Clients can digitally sign and update engagement terms, ensuring compliance and up-to-date agreements.
Feedback Loop Integration: Quickly implement feature requests and feedback from users, enhancing the platform based on real-world needs.
Cross-Platform Accessibility: Access Seamlss on various devices, ensuring you can manage your practice on-the-go.
User-Friendly Interface: Intuitive design and user experience, reducing the learning curve and enhancing productivity.
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