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Seamlss

Client onboarding, identity verification and AML software for Australian accounting and on

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Seamlss is client onboarding, identity verification and AML software for Australian accounting and bookkeeping firms. Clients receive a secure link to enter their own details, upload documents, complete an identity check and e-sign an engagement letter, with data syncing to Xero Practice Manager. It also covers AML risk assessment, PEP and sanctions screening, ethical clearances, ATO agent linking and lead management.

Features include DVS identity verification through Stripe Identity, bulk identity checks, customisable engagement templates, ATO agent linking, ethical clearance requests, and lead tracking with Zapier automation. Security controls include multi-factor authentication, role-based access, encryption, and automatic deletion of ID documents after 14 days.

Seamlss is built for accounting and bookkeeping firms in Australia, particularly owners and partners responsible for client acceptance. It offers a 14-day free trial without a credit card, with AML tools available on paid plans. Pricing is structured as monthly or annual billing, with an Essential edition for sole practitioners and small practices.

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