Client compliance, run inside the software you already use.
Intake, verification, screening, risk assessment and monitoring for every client you onboard, as one connected flow that writes the result straight back to your practice software. No new portal.
Compliance is stitched together by hand.
Intake forms in one tool, ID checks in another, screening in a third, the risk decision in a spreadsheet, and a folder of PDFs as your audit trail. Every client is hand-cranked, and nothing writes back to the system your team actually works in.
One workflow, five steps, zero rekeying.
StackGo runs the whole client-compliance workflow from inside your practice software. One link collects what you need, identity and screening run automatically, your team records a defensible risk decision, and monitoring keeps it current, all written back to the client record.
One connected flow. Take one, or all.
Intake and Verify apply to every client you onboard. Screen, Assess and Monitor switch on when a designated service makes AML apply. Modular, so you run one workflow on its own or the whole suite together.
Intake
One intake form takes in the details, documents and consent you need, and creates the client record in your practice software. No rekeying.
Every clientVerify
Identity verification for individuals; KYB and beneficial ownership for entities. Written back to the record.
Every clientScreen
Screening and background checks: PEP, sanctions and adverse media, on every party.
When AML appliesAssess
A defensible risk rating (High, Medium or Low) and the decision, recorded against the client.
When AML appliesMonitor
Ongoing monitoring and re-checks, so a client verified today stays current tomorrow.
When AML appliesFrom hours of hand-cranking to minutes, audit-ready.
No new portal to log into.
StackGo triggers from the software your team already runs and writes the result back where they already look, mapped to your system's own language.
Built for the regulator looking over your shoulder.
Every check, decision and reason is recorded and retained, ready to hand to AUSTRAC or an auditor.
Client data is hosted in Australia, encrypted in transit and at rest.
StackGo surfaces the evidence and a defensible rating; your team makes and records the call.
Scoped permissions and single sign-on, so the right people see the right clients.
Firms already run their compliance on StackGo.
“What used to take an hour now takes under five minutes.”
Transparent pricing. Change your plan anytime.
Three self-serve plans with a full published rate card. No volume floors, no "contact us to see a price".
See pricingReady to make onboarding minutes, not hours?
Start free and run your first check today, or book a demo and we will walk you through it.