Effortless AML Checks:
Perform PEP and sanctions checks and ensure your client compliance records are always up to date.
Companies House Integration:
Access real-time data on beneficial owners and stay informed about changes to directors and Persons with Significant Control (PSC).
ID Collection and Verification:
Streamline ID collection and verification as part of your onboarding process to meet regulatory requirements.
Risk Assessment and Reporting:
Automatically record and update client risk levels, keeping your firm audit-ready at all times.
Document Management:
Securely store AML policies and compliance documentation within Xama for quick and easy access.
Simplified Workflow:
Access Xama’s AML tools directly through Engager, improving your workflow and boosting efficiencies.
Real-Time Updates:
Keep client compliance records accurate with automatic syncing and notifications from Companies House.
Centralised Documentation:
Manage all AML-related documents in one secure location, accessible via Engager.
Log in to Engager.app:
Access your Engager account using your credentials.
Navigate to Settings:
In the top-right corner, click on “Settings” and search “Xama”.
Enable the Xama Integration:
Locate the Xama integration and click “Connect.” Follow the on-screen instructions to authorise the connection.
If you don’t already have a Xama account:
Register for an account by clicking here.
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The Xama integration with Engager.app combines Xama’s comprehensive Anti-Money Laundering (AML) solutions with Engager.app’s practice management tools, streamlining client onboarding and ongoing compliance processes for accountants and bookkeepers.
By integrating Xama with Engager.app, you can automate AML checks, perform client risk assessments, and manage compliance documentation seamlessly within your practice management system, enhancing efficiency and ensuring regulatory compliance.
The integration allows you to perform identity verification, Politically Exposed Persons (PEP) and sanctions checks, and access real-time data from Companies House, ensuring thorough due diligence for your clients.
Yes, the integration enables you to create and monitor client risk assessments within Xama AML in just a few clicks, keeping your compliance records up to date and audit-ready.
To set up the integration, navigate to the settings within your Engager.app account, select the Xama integration option, and follow the on-screen instructions to authorize and connect your Xama account.
While Engager.app may not charge extra for the integration, Xama’s services may have associated fees. It’s advisable to review Xama’s pricing details or contact their support for specific information.
Both Xama and Engager.app prioritize data security, employing industry-standard encryption and secure servers to ensure all client information and compliance data are protected.
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