Seamlss, a first-of-its-kind app in Australia, promises to onboard new clients in minutes.

With so many competing demands facing accountants and bookkeepers at any one time, it's no surprise that firms are looking for ways to improve their productivity and processes.

Emerging technology can be a game-changer when it comes to managing the day-to-day of a firm, something Clayton Wood — business owner and technology evangelist — understood more than most.

“Onboarding clients is a massive pain-point for a lot of firms. It got to the point where I thought, we can’t keep working like this anymore,” said Clayton.

“I had an idea, and had to make it happen, so the Seamlss app came to life.”

The tool connects with Xero Practice Manager (XPM) and is leading the way as the first cloud app to automate the data collection process with XPM.

The Australian-first onboarding tool helps firms keep critical data organised, and protected. Seamlss can begin securely verifying the identities of clients in a matter of minutes.

Organisations can add clients to the ATO portal, and verify their identity all before a meeting, so the team can focus on what’s most important—the client. Seamlss also allows clients to key in the data, and add in their personal details, as well as the data for their connected entities, such as a Company, Trust, Partnership, or SMSF.

“Leveraging technology, and identifying inefficiencies of how my firm (like most firms) onboard new clients is why we created Seamlss,” said Clayton.

“Seamlss combines the tools needed to identify clients to meet the ATO and TPB identification guidelines—which come into effect this year—and packages them inside a simple and intuitive app.”

As we’ve seen with the recent data breaches at both Optus and Medibank Private, it’s critical for firms to automate, and streamline their processes by removing communication through unsecure emails, relying on manual, paper-based systems, as well as connecting directly with major identity providers like the ATO.

How does it work?

1. The app is available from seamlss.com.au with a free 14-day trial .
2. Connect Seamlss to Zapier to automatically import basic client details from a range of booking tools: Eg: Calendly Pro.
3. The client will appear on your dashboard where you can send out a Seamlss link with the click of a button.
4. Clients receive an email with a secure link to log in, and receive an SMS code to complete login via Multi Factor Authentication.
5. Once logged in, clients fill in all their personal details, ID, and various business details and sign the engagement letter.
6. When completed by the client, firms can PDF the data and push the data into XPM and add clients to the ATO portal.

 
Seamlss supplies accountants with independence from the confines of an administration backlog, and provides the opportunity to invest even more time strategising and analysing information—the skill their clients value the most. This reduces workload for managers and accountants, and disperses the heavy lifting across the team and the client.

Early adopters have been incredibly happy to finally have a tool that allows them to eliminate manual processes, and the challenges of data blockage. An obstacle that has been ongoing for many, many years.
 
Ready to save your firm precious time and effort so you can better focus on your clients?

Get your 14-day free trial via the Xero App Store, or visit www.seamlss.com.au

If you'd like to find out more about how Seamlss could benefit your accounting firm, and work within your current App Stack, get in touch with us, or book a meeting here.