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Solo accountants & bookkeepers

Individual practitioners managing their own client base and compliance workflows.

1 min read

If you practise on your own, AML/CTF Tranche 2 can feel like a second job. Enrolment, client due diligence, records and ongoing monitoring all sit with you — alongside tax, BAS and advisory work.

OneJuly is built for that reality. Client onboarding, KYC/KYB checks, engagement letters and an audit-ready file live in one Australian-hosted workspace, with step-by-step guidance instead of a 200-page manual.

Start a 14-day free trial, walk through a sample client, and see how the workflow fits a one-person practice before enrolment deadlines land.

Keep reading

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.
  3. 3Australian-hosted cloudAWS Australia region, encryption in transit and at rest, incl. GST pricing.
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