Firm Verify is being built to connect with the tools your firm already uses. The integrations below are planned for release throughout 2026. This page will be updated as integrations become 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 & Trusts |
| Contacts | Directors, Joint Members, Shareholders, Unitholders, Beneficiaries |
| Clients | SMSFs |
| Contacts | Members, Trustees, Directors |
| Clients | Companies, Trusts & Individuals |
| Contacts | Trustees, Directors, Shareholders, Unitholders, Beneficiaries |
Practice Management
Connect Firm Verify with the practice management tools your firm uses to manage clients, staff, and workflows — so your AML/CTF client records stay in sync with your broader client database.
Sync client and contact data from APS Contacts+ into Firm Verify.
Your firm needs to have activated APS Contacts+ before this integration is available. Once activated, please review the prerequisite requirements.
Sync client and contact data from Karbon into Firm Verify.
Your firm needs to have activated Karbon before this integration is available. Once activated, please review the prerequisite requirements.
Sync client and entity records from MYOB Practice Management into Firm Verify.
Your firm needs to have activated MYOB Practice Management before this integration is available. Once activated, please review the prerequisite requirements.
Sync client and entity records from Xero Practice Manager into Firm Verify.
Your firm needs to have an active Xero Practice Manager (XPM) subscription before this integration is available. Once activated, please review the prerequisite requirements.
Onboarding
Connect Firm Verify with client onboarding platforms to streamline how new clients are collected, verified, and added to your AML/CTF compliance workflows.
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