2025 Tax Season Prep Starts Now: Automate Workflows & Eliminate Tasks

Join Seamlss founder Clayton Wood for a live strategy session designed for accounting firms preparing for a smoother, smarter 2025 tax season.

You’ll learn how to:

Trigger onboarding and data collection from Zapier, Google Sheets, or any CRM

Use SharePoint and FYI integrations to automate document flow

Replace admin-heavy onboarding with a repeatable, scalable process

🔒 Secure data capture
⚡ Faster workflows
🧩 Less app juggling

Who should attend?

Firm owners, partners, and client managers

CSAs and practice managers ready to simplify client engagement

Anyone looking to reduce manual tasks and systemise job intake

Walk away with practical strategies and tools you can implement right after the session.

Is your team drowning in annual client admin—again?

🗓 Date: Thursday, 29th of May
⏰ Time: 12:00 PM – 1:30 PM (Australia/Sydney Time)
📍 Location: Online via Google Meet

✅ This session is perfect for firm owners, managers, and CSAs
📦 Bring your team and your questions — we’ll show you how to streamline client workflows from start to finish

See you there!