Get every new client ready for the work—not stuck in the inbox.
Bring identity, entity, ownership and supporting documents into one repeatable workflow for individuals, companies, trusts and SMSFs.
What changes
Standardise onboarding across partners and offices
Collect company, trust and SMSF structures clearly
See missing people and documents before review
Preserve a structured verification record
The operational problem
The admin cost hides in the hand-offs.
A new client can trigger identity emails, ASIC lookups, trust deed requests, beneficial-owner follow-ups and spreadsheet tracking. 2Verify brings those steps into one structured matter.
Standardise onboarding across partners and offices
Collect company, trust and SMSF structures clearly
See missing people and documents before review
Preserve a structured verification record
One connected workflow
From first invitation to a review-ready client record.
Invite the primary client
Collect the entity structure
Verify people and records
Resolve exceptions
Export the completed record
Built for accounting practices
Make the next client easier to onboard.
Start with individual checks from $5 and see how 2Verify can simplify the work around every new client.