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Integrations / Xama
+Xama AML integration for UK accountants
AML checks for accountants and bookkeepers, run from Engager
Xama Technologies offers an anti-money laundering (AML) solution built for UK accounting firms. It covers ID verification, PEP and sanctions checks and Companies House data, so AML compliance takes less time and less manual work.
See it in action
Watch the Xama integration
Benefits of integrating
AML checks
Run PEP and sanctions checks and keep client compliance records up to date.
Companies House data
See beneficial owner data and stay informed about changes to directors and persons with significant control (PSC).
ID collection and verification
Collect and verify ID as part of your onboarding, to meet regulatory requirements.
Risk assessment and reporting
Record and update client risk levels, so your compliance records are ready for review.
Document management
Store AML policies and compliance documents securely in Xama, where you can find them quickly.
How it works
One workflow
Open Xama's AML tools from Engager, as part of your client workflow.
Up-to-date records
Keep client compliance records accurate with syncing and notifications from Companies House.
Documents in one place
Keep AML documents in one secure location, accessible from Engager.
How to get started
Log in to Engager
Sign in to your Engager account.
Open settings
Click Settings in the top-right corner and search for Xama.
Connect Xama
Find the Xama integration, click Connect and follow the on-screen steps to authorise the connection.
No Xama account yet?
Register for a Xama account.
Questions
Xama integration FAQs
What is the Xama integration with Engager.app?
The Xama integration combines Xama's anti-money laundering (AML) checks with Engager's practice management tools, so accountants and bookkeepers can handle client onboarding and ongoing compliance in one workflow.
How does this integration benefit my accounting practice?
With Xama connected to Engager, you can run AML checks, carry out client risk assessments and manage compliance documents alongside your practice management, which saves time and helps you meet regulatory requirements.
What AML checks can I perform through this integration?
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.
Can I manage client risk assessments within Engager.app?
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.
How do I set up the Xama integration in Engager.app?
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.
Are there any additional fees for using the Xama integration?
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.
How secure is the data shared between Xama and Engager.app?
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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