Built for accounting practices
Onboarding built for compliance, not just a signature
Generic onboarding and e-sign tools collect a signature and stop there. They don’t run an AML/CTF risk assessment, they don’t verify a beneficial owner, and they don’t keep a Tax Practitioners Board–ready audit trail. Sole SPM’s onboarding is built around the obligations Australian firms actually carry — so every new client is verified, documented and engagement-ready from a single workflow.
Client onboarding — the Sole way
Every intake step, from first hello to engagement-ready
Standardised intake, built-in verification and automated engagement letters — so new clients never stall in someone’s inbox.
1
Branded onboarding portal
New clients complete intake in a portal that carries your logo on your domain — never Sole’s. One guided path, no email tennis.
Under your firm’s brand & domain
Guided, step-by-step intake
Magic-link access — no passwords
2
ID verification & KYC
Verify individuals and entities in minutes with bank-grade checks powered by FrankieOne — the infrastructure trusted by Australia’s major banks.
Australian ID checks via FrankieOne
Real-time pass/fail results
Re-verification reminders on file
3
AML/CTF checks & risk rating
Meet your Tranche 2 obligations inside the workflow: customer due diligence, PEP and sanctions screening, and a documented risk rating per client.
CDD, PEP & sanctions screening
Per-client AML/CTF risk rating
Ongoing monitoring, not one-and-done
4
Beneficial owner discovery
For companies, trusts and SMSFs, Sole maps the people behind the entity — so you always know who you’re really acting for.
Entity & structure mapping
Beneficial owner identification
ASIC integration for company & trust setups
5
Engagement letters, automated
Stop drafting from scratch. ATO-aligned engagement letters generate from the services selected, e-sign in the portal, and file themselves against the client record.
Templates for BAS, ITR, FBT & audit
Conditional clauses by service
Signed, filed & renewal-nudged
6
TPB-ready audit trail
Every check, document and signature is timestamped and stored against the client — so if the regulator asks, the evidence is one click away.
Full audit log, exportable
AWS Sydney data residency
AWS Sydney data residency
Same new client. One workflow, not five tools.
Onboarding — the Sole way
✓ With Sole SPM
One guided intake
Portal, ID check, AML screening and engagement letter in a single branded flow.
Compliance built in
CDD, risk rating and audit trail captured as you onboard — not bolted on after.
Live in hours
New clients verified and engaged the same day, not chased for two weeks.
One client record
Every document and check filed against the client from day one.
✕ Without Sole
Intake across five tools
E-sign here, ID check there, AML in a spreadsheet nobody trusts.
Compliance as an afterthought
Tranche 2 obligations tracked by hand, evidence scattered.
Weeks of back-and-forth
Clients stall in your inbox; onboarding drags into next quarter.
Documents everywhere
Signed letters in email, IDs in a drive, nothing tied together.
Frequently asked questions
Common questions
What is client onboarding software for accounting firms?
It’s software that takes a new client from first enquiry to a signed engagement in one workflow — collecting details, verifying identity, running AML/CTF checks and issuing engagement letters. Sole SPM does all of this inside your practice platform, under your firm’s brand, so nothing lives in a separate tool.
Does Sole SPM help with AML/CTF Tranche 2 obligations?
Yes. From 1 July 2026, many Australian accounting and bookkeeping firms became reporting entities under AML/CTF Tranche 2. Sole SPM builds customer due diligence, PEP and sanctions screening, per-client risk assessment and a documented audit trail into onboarding, so compliance happens as you work. Whether a specific service is “designated” depends on your practice — confirm your obligations with your AML adviser.
How does identity verification work?
Sole SPM runs Australian ID and entity checks through FrankieOne, the verification infrastructure used by major Australian banks and fintechs. Results come back in real time and are stored against the client record with a full audit trail.
Can I brand the onboarding portal as my firm?
Yes. Clients onboard through a portal on your domain with your logo and colours — they never see “Sole”. White-label is available as a branding option; speak to our team for what’s included.
Is Sole Practice Manager made in Australia?
Yes. Sole Practice Manager is Australian-made, hosted in AWS Sydney, and built specifically for Australian accounting and bookkeeping firms.