Professional services firms run on documents and deadlines, and most of the connective tissue between them is a spreadsheet somebody maintains by hand. That works until a regulator asks how you verified a client, or until the person who owned the spreadsheet leaves.
From 1 July 2026 a large group of Australian professional firms — lawyers, conveyancers, accountants, trust and company service providers, real estate agents, precious metal dealers — are inside the AUSTRAC regime for the first time. That is a documentation problem before it is a legal one.
Subscription products you can start using today, each with a 14-day trial and no credit card.
Purpose-built for tranche-2 entities, with guidance per profession: law firms, accountants, conveyancers, real estate agents, TCSPs and precious metal dealers.
From A$14/moEssential Eight and Australian Privacy Principles assessment — the questions clients and insurers increasingly ask a professional firm to answer.
When nothing off the shelf fits the way you actually work, we build it.
Matter management, client onboarding and internal registers built to your process.
Secure client portals for document exchange and status, instead of email attachments.
Onboarding checklists, verification chases and deadline reminders that run themselves.
First-pass document review and intake triage, with a human still deciding.
Lawyers and conveyancers, accountants, trust and company service providers, real estate agents, and dealers in precious metals and stones. Each has its own guidance page in the AML/CTF product.
Usually yes — the common case is a custom layer that handles the part your practice management system does not, rather than replacing it.
Yes. The compliance products are used anywhere in Australia, and development work is done remotely as standard.
Tell us the process that is costing you time. If one of our products already covers it we will say so — that is cheaper for you than a build.
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