Firm Verify is being built to connect with the tools your firm already uses, so you don't have to enter clients twice. The integrations and imports below are planned. Timing and details may change, and this page is updated as each one becomes available.
BGL products
BGL is developing a two-way integration that synchronises your clients and contacts across BGL products. When a change is made in any connected product, those details are updated across all products automatically.
| Clients | Companies and trusts |
| Contacts | Directors, joint members, shareholders, unitholders, beneficiaries |
| Clients | SMSFs |
| Contacts | Members, trustees, directors |
| Clients | Companies, trusts and individuals |
| Contacts | Trustees, directors, shareholders, unitholders, beneficiaries |
Practice management
Connect Firm Verify with the practice management software your firm uses to manage clients, staff and workflows, so your AML/CTF client records stay in sync with your wider client database. Each integration needs an active subscription to that product.
Sync client and contact data from APS Contacts+ into Firm Verify.
Sync client and contact data from Karbon into Firm Verify.
Sync client and entity records from MYOB Practice Management into Firm Verify.
Sync client and entity records from Xero Practice Manager into Firm Verify.
Onboarding
Connect Firm Verify with client onboarding platforms to streamline how new clients are collected, verified and added to your AML/CTF compliance workflows.
Bulk client import
Add many clients at once from a spreadsheet instead of entering each one by hand. This suits firms that don't use one of the integrations above, or want to bring in a client list exported from another system.
A CSV template you fill in with one client per row, for example from a client list exported from another system. Each row creates a client record in Firm Verify.
Client groups, related parties and documents aren't part of the import. You add them during onboarding.
Frequently asked questions
Select a question to see the answer.
When will these integrations be available?
Release dates haven't been set yet. When an integration is released, we'll update this page and announce it in the New Features articles in this help centre.
Can Firm Verify integrate with software that isn't listed here?
Integrations with other software, such as FYI, Access Practice Manager, Ignition or Xero (the accounting software, rather than Xero Practice Manager), aren't planned yet. To request one, use the Feedback button in the top navigation bar and name the software your firm uses. The BGL product team uses these requests to plan future integrations. See Submitting Feedback.
How do I add clients before an integration or bulk import is available?
Add them one at a time from the Clients screen. See How to Add and Manage Clients. If you recorded clients in the Interim Verification tool, Account Owner and Admin users can import the Excel files you saved from it. See Import Clients from the Interim Verification Tool.
Read next