Seamlss collects client details and runs the AML checks. Instant Client does the intake and compliance too, then prices the job, takes payment and kicks off the work.
14-day free trial · No credit card required
Seamlss does its job well. The trouble is everything around it.
You still need another tool to scope the work, show your fees and win the client.
Seamlss doesn't take card payments or run billing, so getting paid is a separate step.
Plans include 100–200 client requests a month, with SMS credits to match.
Published plan prices go up 25% from 15 November 2026.
One workspace from first questionnaire to first payment, for one flat price.
Feature by feature
Send a questionnaire and document requests in one go. Clients answer at their own pace and upload files through their portal, and everything files itself on the client record.
Requests
FY26 bank statements
3 files uploaded
Trust deed
Uploaded with a note
Director ID numbers
Waiting on client
Documents
Onboarding questionnaire
Submitted ✓
Engagement letter
Ready to sign
Instant Client connects natively to Instant Compliance. Clients are created there automatically and designated services sync when the engagement is accepted, so there's no double entry.
AML status synced
Updated automatically
Designated services
Trust tax return
Synced on acceptance
Company secretarial
Synced on acceptance
KYC
Verified
Customer created
Automatically
Turn intake answers into a priced proposal and engagement letter. Clients review the services, accept the terms and sign online.
Services
Annual financials & tax return
Fixed
Quarterly BAS
Recurring · quarterly
Bookkeeping
Per hour
Signed by
Olivia Harlow
Director
Today, 9:41am
Take a card payment or deposit on acceptance, save the card for recurring fees and push every invoice to Xero.
Monthly bookkeeping
$450 /month
Side by side
Intake & compliance
Winning & billing the work
Running the engagement
Pricing
Seamlss details are taken from seamlss.com.au as of October 2026. Seamlss is a trademark of its respective owner.
Pricing
Seamlss Essential
A$60/month incl. GST
Power (A$90) and Premium (A$120) plans raise the monthly request limit to 150 and 200. Seamlss pricing
$59/month
Switching
Connect Xero or FYI and import your client list. No spreadsheets, no retyping.
Instant Client reads your website and drafts your branding, services, prices and team for you.
Pick a questionnaire and proposal template, hit send, and watch the workflow take over.
Instant Client integrates with Instant Compliance. Connect it once and clients are created there automatically, your services map to AML designated services, and they sync when a proposal is accepted.
Not today. Instant Client syncs clients, invoices and payments with Xero, and files documents and creates jobs in FYI.
Yes. Questionnaire answers save as a draft as the client goes, so they can close the page and pick up where they left off.
And that's not all
replaces Ignition
Branded proposals and engagement letters, e-signed and paid by card on acceptance, with recurring billing synced to Xero.
vs Ignitionreplaces Content Snare
Ready-made questionnaires clients can save and resume, plus document requests in a branded client portal.
vs Content Snarereplaces FYI
Step-by-step onboarding workflows, a task inbox across every client, and Gmail or Outlook threads linked to each client.
vs FYIIntake, proposals, payments, workflows and client email, all in the one workspace your clients will love.
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