New Apps & Updates

SEAMLSS LAUNCHES NEW RE-ENGAGE FOR FIRMS TO KEEP CLIENT INFORMATION UP TO DATE

RE-ENGAGE ALLOWS FIRMS TO SECURELY REQUEST CLIENT INFORMATION AND ANNUAL ENGAGEMENT LETTER SIGNATURES IN ONE CONVENIENT PROCESS.

Seamlss, a leading cloudbased platform for accounting and bookkeeping firms, has announced the launch of its new Re-Engage feature. Designed to help firms keep client information up to date, Re-Engage allows firms to securely request client details and e-sign an annual engagement letter in a single, convenient process.

"Maintaining accurate client information is critical for accounting and bookkeeping firms, but it can be

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Advertising: advertising@xumagazine.com www.xumagazine.com a time-consuming and resource-intensive task," said Clayton Wood, founder of Seamlss. "Our new Re-Engage feature streamlines the process by providing a secure, user-friendly platform for firms to request updated information and annual engagement letter signatures from their clients."

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Re-Engage is included on the dashboard and allows firms to see when client engagement letters are due to be sent and signed annually. Automated client communications and secure document exchange further enhance the user experience for both firms and their clients.

"By providing a clear overview of when engagement letters are due and streamlining the request process, Re-Engage helps firms reduce the risk of missing important deadlines and maintain compliance with regulatory requirements. At the same time, it provides clients with a seamless and user-friendly experience that reinforces the firm's commitment to their needs."

Re-Engage is available now to all Seamlss users and is included as part of Seamlss' client onboarding and verification tools for accounting and bookkeeping firms.

“In my firm I’m going to utilise the tool to send the request at the beginning...

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