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Practice management joins FigsFlow on 7 OctoberFree until 28/02/2027
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Coming soon · in production

Essential Checklists to Streamline Compliance

AML, onboarding, year-end — print-ready checklists your team can use today. We are building this section out now and it will be live shortly.

  1. Scoped
  2. Building
  3. Review
  4. Live
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AML due diligence
Checklist · print-ready
AMLOnboardingYear-end
Identify the clientDone
Verify identityDone
Beneficial ownersDone
Risk assessmentNext
Ongoing monitoring
3 / 560%
What is landing here

Print-ready checklists for the work you repeat every year.

Covering AML due diligence, onboarding and annual prep — built to be printed, ticked and filed.

AML due diligence

Client identification, verification, beneficial owners and risk, in one order.

In production

Client onboarding

Every step from first enquiry to engaged client, so nothing is skipped.

In production

Year-end & annual prep

The records, reconciliations and requests to line up before the deadline.

In production
Live now

AML in the platform

Run AML checks inside FigsFlow today, alongside the client record.

See AML
Want it the day it lands?

Tell us what you need, and we will point you to it when it is live.

Or see how FigsFlow runs proposals, engagement letters and AML in one place today.

Contact us See pricing
Also on the wayTemplates Library SoonCalculators SoonDocuments Centre SoonResources hub Live

See it run on your own practice.

Screen-shared, using your services, your client mix and your deadlines. You will see where FigsFlow fits, and where it does not.

Thirty minutesBook a demo iOS and AndroidAsk about the roadmap

Design previews, not a shipped build — we will tell you on the call what is live today.

9:41
SignatureEngagement letter
Ready to sign
Engagement letter 20263 signatories · you are firstSign
Audit trailIP, device and timestamp recordedOn
Also waiting
Letter of representationDue 30/09Due
HomeDocsTasksChatProfile
9:41
Tasks3 open
Upload bank statementsVAT Q3 · due todayDue
Sign engagement letterOnboarding · due 05/09Sign
Approve VAT returnQ2 · due 07/09Review
Confirm payroll changesAugust · doneClosed
HomeDocsTasksChatProfile
9:41
Client portalRidgeline Foods Ltd
Upload Sign Pay Ask
Your services
Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
PayrollMonthly · 14 employeesCurrent
Your team
Amara · ManagerUsually replies within a day
HomeDocsTasksChatProfile
9:41
DocumentsStored in your SharePoint
Recent
Bank statement — AugUploaded by camera · 2 MBSynced
Sales ledger Q3Shared by AmaraNew
Accounts 2025Signed 14/06/2025Final
Add a document
Scan with the cameraEdges cropped automatically
HomeDocsTasksChatProfile
9:41
MessagesAmara · Manager
This job
Re: VAT Q3Amara · 2 hours agoNew
Statement attachedYou · yesterday
Next deadline
VAT Q3 filing07/10/2026 · 15 daysSoon
HomeDocsTasksChatProfile

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