Small practices need one shared source of truth: who is onboarding whom, which checks are outstanding, and where the evidence sits. Spreadsheets and inbox threads do not survive an AUSTRAC information request.
One workflow for the whole team
OneJuly gives a team of up to five a shared client list, task board and compliance file — so a bookkeeper can collect IDs while a principal reviews risk ratings, without duplicating work.
- Client onboarding and engagement letters in one place
- KYC / KYB tasks assigned to the right person
- An audit-ready file you can open when you need it
Start without a sales call
Transparent plans, no demo required. Start free, invite your team, and keep Tranche 2 administration inside the same system you already use for clients.
