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Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Features / AMLComing soon
AML checks and risk assessments, built into Engager
Risk assess every client, see who owns and runs each company, and run AML ID and biometric checks, all from the client record.
Coming soon to Engager. Join our free webinar on Thursday 19 November 2026 at 2pm to see it first.
What’s coming
AML in Engager
Everything you need for client due diligence, in the same place as the rest of the client’s work.
Client risk assessments
Answer yes, no or N/A to questions on client, geography, products and services, and transaction risk. Engager calculates the initial risk for each section and an overall risk level, from Low to High.
Record your mitigation steps, set a revised risk where you need to, then complete, review and approve the assessment with a next review date.
Company ownership structure
For companies, Engager draws an ownership chart from Companies House data, showing the officers and people with significant control, with their share of ownership.
Turn on filings monitoring to be told when the company’s Companies House data changes.
AML ID checks
Run an electronic AML ID check on an individual in four steps: risk profile, client details, address and check, then the result.
Record how you met the client and which identity and address documents you have seen, so the reasoning sits with the check.
Biometric ID checks
Choose the biometric check that fits: identity verification for onboarding, with or without a request for proof of address, or checks for Companies House identity verification.
Firm-wide compliance
Start from the default client risk assessment template or create your own versions, and assign them to client types such as limited companies, partnerships, trusts and individuals.
Find guidance on your firm-wide risk assessment, internal controls, enhanced due diligence and staff training, and set a countdown to your next AML review.
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Works together
Onboard clients properly, from the start
AML sits alongside the tools you already use to bring new clients on board.
Letter of engagement
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Explore the client portalQuestions
AML in Engager FAQs
When will AML be available in Engager?
It is coming soon. Register for our free webinar on Thursday 19 November 2026 at 2pm to see it first and hear when it will be available.
What will AML in Engager include?
Client risk assessments, a company ownership chart from Companies House data, electronic AML ID checks and biometric ID checks for individuals, and a firm-wide area with risk assessment templates, guidance and an AML review countdown.
Can I use my own risk assessment questions?
Yes. You can start from the default template or create your own versions, and assign each template to the client types it applies to.
Where does the ownership chart come from?
It is built from Companies House data for the company, showing its officers and people with significant control.
Free webinar
Be the first to see AML in Engager
Join us on Thursday 19 November 2026 at 2pm for a 45-minute look at risk assessments, ownership charts and ID checks.
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