Stop Playing Tax Season Whack-a-Mole with ITR's (There's a Better Way)

Here's what drives us mad during tax season:

You know a client has crypto, but they tick "no" on your form. You know they've got work expenses, but they say "none." You know there's missing information, but you're playing 20 questions via email to figure out what.

Seamlss SmartTax changes this completely.

What you'll see in this live demo:

→ One link that does everything — ID verification (proper biometric DVS), engagement terms, and complete tax data collection

→ Smart questions that adapt — Workpaper questions that respond to client answers. Client says "yes" to rental property? The form automatically shows rental-specific questions. Crypto trading? Boom, crypto section appears. No more guessing what they forgot to mention.

→ ATO prefill integration — Firms can upload clients' ATO prefill file, and the client can confirm its contents

→ Conditional logic that works — Only show work-from-home questions to people who worked from home. Clean, targeted forms that clients actually complete.

→ Template systems for different client types — Simple PAYG workers get a streamlined version. Complex clients with rentals, business income, and crypto get the full treatment.

→ Smart Links automation — Set up client groups and let the system automatically send the right form to the right clients. No more manual sending, no more missed follow-ups.

→ Zapier integration — Connect SmartTax to your existing workflows. Trigger forms when jobs are created, send follow-ups automatically, sync data wherever you need it.

→ Real compliance built-in — TPB and TASA requirements handled automatically, proper DVS identity verification, engagement terms captured

Why this matters right now:
Instead of manually sending 5 different emails to each client, you set up Smart Links once and let automation handle the rest. Instead of incomplete forms coming back, you get everything you need to start the return. Instead of your admin team chasing missing bits, they're processing complete jobs while Zapier workflows handle the follow-ups automatically.

Who needs to see this:
→ Practice owners tired of ITR bottlenecks
→ Admins who spend their days chasing missing information
→ Anyone using XPM or FYI who wants proper integration
→ Teams that want to delegate ITR prep without the chaos

What you'll walk away with:
→ Exactly how the conditional logic works (and why clients actually complete these forms)
→ How to set up different templates for different client types
→ Smart Links automation setup — client groups, automated sending, follow-up workflows
→ Zapier integration examples — connecting Seamlss to workflows
→ How to track who's submitted what, so you know exactly where things stand
→ Real automation workflows that eliminate manual data collection

📅 Thursday, 3 July | 12:00–1:00pm AEST
📍 Live demonstration from both firm and client perspectives
🎯 Real questions, real answers

Fair dinkum promise: This isn't a sales pitch disguised as education. It's a working demonstration of something that genuinely solves the ITR chaos problem.