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

Client ID Checks Without the Drama

Why Attend

What You'll Learn

Who Should Attend

Reserve Your Place