12:00pm-1:00pm (GMT) 18th June 2025
AML and Client Onboarding simplified: Compliance without the chaos

AML compliance doesn’t have to be complicated, and onboarding new clients doesn’t have to be a drain on your time or resources. This webinar will show you how to bring clarity, consistency, and confidence to your AML processes while delivering a smooth, professional onboarding experience every time. We’ll break down exactly what AML means for accountants and bookkeepers, where most practices slip up, and how you can use digital tools to not only stay compliant but make your onboarding process a competitive advantage. You’ll discover how to build internal procedures your team can actually follow, how to automate key checks, and how to tailor your approach to match each client’s risk level without fear of scope creep or compliance gaps.
- What AML compliance really involves and how to stay on the right side of legislation
- The biggest onboarding and AML mistakes practices make (and how to avoid them)
- How to use automation and digital tools to simplify AML and protect against deep fakes
- Creating a seamless, client-friendly onboarding process
- How GoProposal’s tools can help keep your firm updated and always audit-ready
Speakers
Jack Choppin
As a Senior Accountant Success Manager at GoProposal by Sage, Jack works alongside accounting businesses to help revolutionise the way that they price their services