Seamlss

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Automate the client onboarding process for accounting firms. Reduce tedious admin time by easily collecting and verifying client information, before sending it to XPM. Get it right the first time, every time! Seamlss on-boarding process allows you to Verify clients, send client data to XPM, reduce admin time and increase customer satisfaction in 3 easy steps. Client Verification is built-in so you can implement now! Collect client ID and ATO source documents to verify while you onboard them. Now you're compliant with the ATO’s new guidelines on client identity verification for tax practitioners. Connect to Xero Practice Manager and Zapier to have client data flow through the onboarding process with just a few mouse clicks. If you use XPM, Seamlss reduces data entry time and keying errors.