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Client onboarding, management and compliance apps

Explore apps that integrate with Xero to help you build robust systems and controls to maintain compliance with AML/CTF regulations by streamlining ID verification, document capture and storage, client onboarding and digital signature and client data management.

  1. Accountant tools, Documents

    Annature

    4.97 out of 5 stars
     357
    Accountant tools, Documents
    Integrate Annature with Xero Practice Manager for streamlined eSignatures and Identity verification. Automate client data sync and document handling, ensuring accuracy and compliance.
  2. Accountant tools, Practice manager

    Seamlss

    4.9 out of 5 stars
     21
    Accountant tools, Practice manager
    Streamline your Client Onboarding, Identity Verification, Data Collection & Engagement Letter signing with Seamlss. Client re-engagement with Seamlss to engage and repeat the task of data collection to prepare for EOFY with ease. Now also available in New Zealand. Explore with a free 14-day trial.
  3. Debtor management, Payments

    FeeSynergy Collect

    5 out of 5 stars
     4
    Debtor management, Payments
    FeeSynergy is The #1 provider of debtor management software and finance solutions For accounting and legal firms in Australia and New Zealand.
  4. Documents, Practice manager

    Content Snare

    4.95 out of 5 stars
     57
    Documents, Practice manager
    The simple way to onboard clients, collect documents and get answers, without the endless back and forth. Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders.
  5. Accountant tools

    IdentityCheck

    5 out of 5 stars
     5
    Accountant tools
    IdentityCheck automates ID verification for accountants. Save hours, reduce errors, and meet AML obligations in Australia (TPB/AUSTRAC), the UK (ICAEW/ACSP), and worldwide with seamless Xero integration. Fast, secure, and easy for clients.
  6. Practice manager

    TrustEasy

    4.25 out of 5 stars
     4
    Practice manager
    AML/CTF compliance & Trust Accounting made easy: Use TrustEasy AML CTF end-to-end solution or trust accounting solution to stay compliant. Call our AI Agent at 08 6726 6666 or start your free trial today.
  7. Practice manager, Tax and compliance

    CAS360

    4 out of 5 stars
     2
    Practice manager, Tax and compliance
    BGL's flagship product CAS 360 is the complete company, trust and AML management software solution with powerful automation and digital signing integration.
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.