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Annature, Australia's leading eSignature and identity verification provider for the accounting and bookkeeping sector, has partnered with OnboardMe to integrate advanced verification and signing capabilities into its client intake platform. This collaboration streamlines onboarding for professional services firms, ensuring compliance with Tax Practitioners Board (TPB) and Australian Taxation Office (ATO) proof-of-identity requirements while embedding secure workflows directly into smart forms, automated processes, approvals, and payment collection.
OnboardMe's platform simplifies client intake with intuitive forms and automated workflows, now fortified by Annature's technology to meet stringent regulatory standards without disrupting the user experience. Firms can verify identities and sign documents entirely online, eliminating manual steps that previously slowed processes. This is particularly vital as AML/CTF Tranche 2 reforms expand obligations to accountants and bookkeepers from July 2026, requiring robust customer due diligence, suspicious matter reporting, and compliance programs to combat money laundering risks.
The integration extends to critical ASIC filings, such as Form 362, which notifies changes in registered agents or contact addresses. Previously a paper-based or manual task, it can now be completed and eSigned digitally, accelerating administrative efficiency. This ensures practices maintain accurate records while adhering to securities regulations, supporting broader goals of transparency and operational agility.
Australian accounting and bookkeeping firms, reliant on efficient client management, benefit from a unified flow that collects information, executes letters, processes payments, and verifies identities seamlessly. This reduces onboarding friction, minimizes errors, and bolsters compliance amid evolving threats like financial crime, which cost the economy nearly $69 billion in 2023-2024. Small and mid-sized practices gain access to ISO 27001-certified tools via a pay-as-you-go model, integrated with ecosystems like Xero for automated data sharing.
“Identity verification is critical for accountants and bookkeepers, and with AML/CTF Tranche 2 on the horizon, the need for secure, purpose-built solutions has never been greater,” said Corey Cacic, CEO of Annature. “We’re proud to support OnboardMe’s approach to compliance and simplicity.”
“Our mission has always been to remove the friction from onboarding and engagement,” said Lee Williams, Co-Founder of OnboardMe. “Annature’s tools make compliance seamless and ensure ease of use is always front and centre.”
“We built Annature to work where businesses already work,” said Cacic. “This partnership is about delivering modern onboarding experiences with compliance built in.”
Annature's platform, trusted for thousands of weekly transactions, processes secure eSignatures and verifications with local support, making it an ideal fit for OnboardMe's ecosystem. As regulatory pressures intensify, this alliance empowers firms to focus on client service, driving productivity and risk mitigation in a digitized landscape.
Annature is Australia's leading eSignature and identity verification provider, trusted by over 4,000 businesses. With a pay-as-you-go model, ISO 27001 certification, and deep integration into the business app ecosystem, Annature delivers secure, affordable, and locally supported solutions for professionals across the country.
OnboardMe is an Engagement and Client Onboarding platform for professional services firms. With features including Engagement Letters, Intuitive Onboarding Forms, Ethical Letters and Payment collection, OnboardMe helps firms onboard clients quickly, easily, and securely.
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