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Client engagement and onboarding

Seamlss

Client onboarding and identity verification built for Australian accounting firms.

solosmallmid

Overview

Seamlss is designed 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 customisable, 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
Works with
xero, zapier, stripe
Last verified
2026-04-20

Pricing

TierPriceBillingFeatures
EssentialCustomAUD per month (annual billing saves 2 months)1,200 requests per year, 1,200 SMS credits, all core features including XPM integration, eSign, identity verification, Zapier.
PowerCustomAUD per month (annual billing saves 2 months)1,800 requests per year, 1,800 SMS credits, same feature set as Essential.
PremiumCustomAUD per month (annual billing saves 2 months)2,400 requests per year, 2,400 SMS credits, same feature set as Essential.

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Last verified 2026-04-20. Pricing and features come from vendor-published specs. See our methodology.