Uniify

Uniify Hero
Uniify is a bespoke onboarding solution for accounting practices

About this App

One platform for all your client onboarding needs.

We understand that no two onboarding processes are the same. That a bespoke solution is the only way to effectively navigate the complex waters that make up Client Onboarding.

Uniify helps your practice simplify how you gather and interact with client data. From AML to Professional Clearance, we ensure you remain compliant while elevating your client experience.

By streamlining the process via our Flowbuilder, Uniify enables you to cut costs. 1 system not 4. Minutes to onboard clients not days or weeks.

Cost (from)

£83/month

Free Practice Subscription

Trial

Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms

    N/A

Integrations

    N/A

Geographies Served

  • Europe

App features per category

Accountant Tools

  • Toolbox of integrations

  • Integrate Uniify with your favourite tools

AML

  • PEP look-ups

  • AML checks

  • Continues monitoring

  • Company screenings

Digital Signing

  • a selection of e-signature modules to safely and securely sign documents.

Document Management

  • Download completed cases

Forms

  • Bespoke forms & questionnaires

  • Built-in decisioning & logic

Integration Tools

  • A toolbox of best-in-class integrations at your fingertips

Reporting & Dashboards

  • Individual case analysis & status

  • Custom dashboards to present relevant data to teams

Visit Uniify

Some details on this page are subject to change. If you see something wrong please contact us here.

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