Full AML Compliance
AML Software for Tax Advisers
AML software for tax advisers is essential to stay compliant, trusted and efficient. With UK AML and KYC rules requiring checks and records, advisers cannot afford mistakes. FigsFlow does it all – helping you onboard clients faster, minimise errors and stay fully compliant without the stress.
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AML Software Features
Why FigsFlow is the Best AML & KYC Software for Tax Advisers?
Staying compliant with Anti-Money Laundering (AML) & Know Your Customer (KYC) regulations while providing strategic advice can be time-consuming and risky. Thankfully, FigsFlow takes care of every step in the compliance process, giving you full visibility, automated checks and audit-ready records so you can focus on delivering expert tax advice.
Handle Complex Client Structures
Tax advisers often deal with intricate portfolios. FigsFlow simplifies this by flagging compliance risks, letting you fully focus on giving strategic tax advice.
Built-In Regulatory Intelligence
Stay ahead of HMRC, FCA and OPBAS requirements without spending hours tracking updates. FigsFlow applies the latest AML & KYC rules, helping you stay compliant.
Reputational Benefits
High-net-worth clients expect precision. FigsFlow ensures your compliance checks are consistent, thorough and fully professional – reinforcing client trust.
Comprehensive Oversight
With a single dashboard, you can see the verification status of every client, quickly identify gaps and generate audit-ready reports — all without juggling disparate systems.
How FigsFlow Solves AML & KYC Problems for Tax Advisers
Manual AML & KYC checks only slow you down and expose your practice to risk. FigsFlow takes the compliance burden off your shoulders with automation built specifically for tax advisory workflow.
These are the compliance headaches holding tax advisers back:
| No. | Challenges You Face | How FigsFlow Solves Them |
|---|---|---|
| 01 | Multi-Jurisdiction Clients | Quick verification |
| 02 | Keeping Up With HMRC Guidance | Risk Screening |
| 03 | Time-Intensive Workflows | Audit-Ready Reports for Every Client |
| 04 | Recording Client Portfolios | Integrated Into Tax Workflows |
Here’s how FigsFlow turns these challenges into smooth workflows for your practice.
Trusted by Practitioners Just Like You
Hear What Others Have to Say
Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.
Bibek P.
FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.
Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.
Ron B.
Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.
Madela Sanjose
Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.
Lovela Scantte
As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.
Leonard Duncan
Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.
Bdodge Malik
Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!
Frequently Asked Questions
Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.
Are tax advisers required to perform AML & KYC checks?
Yes. All UK tax advisers providing accountancy or advisory services must comply with AML & KYC regulations and maintain audit-ready records.
Can FigsFlow handle clients with complex corporate structures or trusts?
Absolutely. FigsFlow is built to verify directors, PSCs and beneficial owners efficiently, even for multi-layered structures.
How does FigsFlow help maintain compliance during HMRC or OPBAS inspections?
Every verification, screening and approval is logged automatically, producing secure, audit-ready reports for any regulator review.
Will it save time for high-volume advisory practices?
Yes. FigsFlow automates repetitive checks, reducing onboarding and verification from hours to seconds across multiple clients.
Is FigsFlow suitable for small and large advisory firms?
Yes. It scales from solo tax advisers managing a handful of clients to large firms with complex portfolios.
No question matches that.
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