We've made several updates to the Client Intake AML verification flow:
ACN Verification (New)
You can now verify entities using ACN (Australian Company Number), in addition to ABN. Choose whichever identifier fits your client's business.
Faster Entity Creation
Create a Client Intake entity without needing to send an onboarding email right away — useful when you want to set up records first and notify clients later.
KYC Verification Link
Send a KYC verification link directly as part of the client onboarding process, so clients can complete identity checks in one smooth step.
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