Seamlss
0
0

Not Claimed

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.
Developer
Ezy Onboard Pty Ltd
Category
ERP

Ask anything of Seamlss with Workflos AI Assistant

https://seamlss.com.au/
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software. I have extensive knowledge of our software products and am committed to providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Request a Demo
OK , I Know
Request a Demo
OK , I Know