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Client engagement and onboarding

Seamlss

Client onboarding and identity verification built for Australian accounting firms.

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Overview

Seamlss is the only onboarding platform that handles ATO Agent Linking, engagement letters, digital signatures, and identity verification in a single browser-based flow built specifically for Australian accounting, tax, and bookkeeping firms. It brings client onboarding, engagement letter delivery, digital signature collection, and identity verification into a single flow so firms can take on new clients without the usual paperwork bottleneck.

The tool works with Xero Practice Manager as a connected app, pulling client data and syncing job creation automatically. Engagement letter templates are customizable, and clients sign directly in the browser with no portal login required. Identity verification runs through Seamlss source documents or Stripe Identity with Document Verification Service (DVS) access; each DVS check is billed at a flat per-check rate on top of the subscription.

Seamlss also handles ATO Agent Linking, the Australian Tax Office process that accounting firms must complete when taking authority over a client's tax account. Re-engagement tools let firms bulk-send updated letters or reverification requests to existing clients. Ethical clearance requests to the previous accountant are also automated.

Pricing is in Australian dollars. All plans include unlimited clients and users, which makes per-head costs predictable as the firm grows. A 14-day unlimited free trial is available with no credit card required. Seamlss is a Xero Connected App and an AWS-hosted platform with bank-level encryption and two-factor authentication.

Note: Seamlss is built around Australian regulatory requirements (ATO, DVS). It is not suited to firms outside Australia.

Key facts

Starting price
Custom pricing
Pricing model
Flat
Free trial
Yes
Free tier
No
Deployment
Cloud
Geography
AU
Founded
2020
Support
Email, Chat, Knowledge Base
Languages
English
Works with
Xero, Zapier, Stripe
Last checked
2026-08-31

Pros and Cons

Pros

  • Australian accounting, tax, and bookkeeping firms that handle ATO Agent Linking on every new client.
  • Practices on Xero Practice Manager that want client onboarding tied directly to job creation.
  • Firms that need ID verification through DVS-aware identity checks built into the engagement flow.

Cons

  • Firms outside Australia. Seamlss is built around ATO and DVS regulatory requirements.
  • Practices that already run identity checks elsewhere and want a generic e-signature tool only.
  • Solo practitioners with a handful of clients. The flat tiers suit a steady onboarding pipeline better.

Pricing

TierPriceBillingFeatures
EssentialCustomAUD 50 per month on annual billing (AUD 600 per year), or AUD 60 monthly1,200 requests per year, 1,200 SMS credits, all core features including XPM integration, eSign, identity verification, Zapier.
PowerCustomAUD 75 per month on annual billing (AUD 900 per year), or AUD 90 monthly1,800 requests per year, 1,800 SMS credits, same feature set as Essential.
PremiumCustomAUD 100 per month on annual billing (AUD 1,200 per year), or AUD 120 monthly2,400 requests per year, 2,400 SMS credits, same feature set as Essential.

Compare Seamlss head to head

Side by side on pricing, integrations and fit, from the same checked records as this page.

Frequently asked questions

What is Seamlss?
Seamlss is a cloud-based client onboarding platform for Australian accounting, tax, and bookkeeping firms. It combines engagement letters, digital signatures, identity verification, and ATO Agent Linking in a single browser-based flow.
How much does Seamlss cost?
Seamlss is priced in Australian dollars across three tiers based on request volume: Essential at AUD 50 a month, Power at AUD 75, and Premium at AUD 100 on annual billing (monthly billing costs more), covering 1,200 to 2,400 requests per year. All plans include unlimited clients and users. Annual billing saves two months. A 14-day free trial is available with no credit card required.
What does Seamlss work with?
Seamlss connects to Xero Practice Manager as a connected app, pulling client data and syncing job creation automatically. It also works with Zapier and Stripe. Identity verification runs through Seamlss source documents or Stripe Identity with DVS access.
Is Seamlss available outside Australia?
No. Seamlss is built around Australian regulatory requirements including ATO Agent Linking and the Document Verification Service. It is not suited to firms outside Australia.
Does Seamlss handle ATO Agent Linking?
Yes. Seamlss automates ATO Agent Linking, the Australian Tax Office process that accounting firms must complete when taking authority over a client's tax account. It also handles re-engagement tools for bulk-sending updated letters and ethical clearance requests to the previous accountant.
What support does Seamlss offer?
Seamlss offers support through email and live chat, plus a self-serve knowledge base covering setup, ATO Agent Linking, and workflow questions. There is no phone support listed. The 14-day free trial and onboarding process are designed to get a firm's engagement and identity-verification flow running without needing extensive one-on-one support.

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