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Get your free Tranche 2-ready client onboarding form

Collect compliant client information today — without new software, new logins, or retraining your team.

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Works with the tools you already use

Native integrations with the tools your firm already uses

Trusted by 1,000+ regulated businesses

Across accounting, legal, real estate and professional services

Smith Feutrill2
plus1group
myaccounts
ITP
Holmans
Fullstack

“It’s been a well-oiled machine, so we’re loving it!” – Renee Atkinson, Practice Manager, Maddens Partners

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Get your free onboarding form

Enter your details and we’ll send you a ready-to-use Tranche 2 client intake form.

“IdentityCheck has transformed our onboarding process. We’ve reduced the time spent per client from an hour to under 5 minutes”

– Angela Munoz, Guardian Tax Solutions

Tranche 2 compliance starts at onboarding

From July 2026, firms must collect additional client information to meet updated AML/CTF obligations. The real challenge isn’t understanding the rules — it’s collecting the right information at the start of every client relationship.

StackGo makes this simple with a ready-to-use onboarding form that works inside the systems you already use, ensuring consistent, compliant data capture from day one.

A Tranche 2 onboarding form you can use today

Tranche 2 Form submissions (1)

How it works

Most firms are live in under 5 minutes

Step 1: Enter your email

Sign up with your work email in seconds

Step 2: Get your form link

Received a branded, ready-to-use onboarding form

Step 3: Share with clients

Send the link or embed it in your emails or website

Step 4: Receive compliant submissions

Client data delivered straight to your inbox or CRM

Why accountants choose StackGo

Compliance that fits your workflow – without new systems

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Traditional AML tools

When you're ready, turn this into a full AML workflow

Automated ID verification

XPM, FYI, Karbon & CRM integrations

PEP, sanctions & adverse media screening

Ongoing monitoring

Audit-ready records

Start simple. Upgrade only when it makes sense.

“It’s been a well-oiled machine — we were set up quickly and it’s saved our team significant time.”

 – Kristy Douglas,

Client Services Manager – Wardle Partners

Free • No setup • Works with your existing systems

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