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Growing firms

Larger practices needing email, document management and advanced reporting.

1 min read

As the client book grows, so does the need for consistent onboarding, document control and reporting a compliance officer can stand behind. Fragmented tools make it hard to see status across the firm.

OneJuly scales with growing practices: structured KYC/KYB, engagement letters, document handling rules and reporting that supports AML/CTF process administration — hosted in AWS Australia.

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More guides for Australian practices preparing for AML/CTF Tranche 2.

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  1. 114-day free trialStart on any plan. Explore with sample data before you add real clients.
  2. 2Self-serve setupNo demo, no sales call. Guided checklists and templates from day one.
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