Client ID Checks Without the Drama - From Leads to Engaged

Client ID Checks Without the Drama

Thursday 19 June, 12:00PM AEST to 12:45pm
Join live via Google Meet

Why Attend

Manual ID checks and document requests are clunky, time-consuming, and leave room for risk. This session shows how you can systemise client verification and document collection—without sacrificing client experience.

Join us to see how Seamlss allows firms to:

• Conduct secure, compliant client ID checks with biometric verification built in

• Confidently request additional documents when needed—without email chains or confusion

• Streamline lead conversion, onboarding, and engagement in one unified process

• Automate the “admin” steps so your accountants can focus on high-value work

• Embed verification into tax planning, re-engagements, new client onboarding, and more

What You'll Learn

• How Seamlss Smart Links work for ID verification and onboarding

• The advantage of secure follow-up document requests (a unique feature most tools don’t offer)

• Real examples of firms integrating verification into their engagement process

• Ways to reduce friction and maintain compliance with TPB and TASA obligations

This session is practical, fast-paced, and designed for firms that want to move faster and more securely.

Who Should Attend

• Client service teams managing onboarding or compliance

• Partners and directors focused on reducing risk and improving process

• Firms using tools like XPM, Ignition, or Carbon looking to improve workflows

Reserve Your Place

Register now via Humanitix