Ethical or Professional Clearance letters can be sent individually or integrated into your new client workflow.
Personalise each ethical clearance letter with specific details and requirements before it's sent to prior advisors.
Securely request and receive supporting documents from previous accountants as part of the clearance process.
Gather responses and notes from prior advisors in a structured, auditable format.
Deliver a professional, branded experience that reflects your firm's standards and maintains client confidentiality.
Automated follow-ups ensure ethical clearance requests don't get lost in email threads or forgotten.
Support ethical requirements when taking on new clients, with a documented and repeatable process.
Track when letters are sent, opened, responded to, and completed — all in one place.
Ensure ethical considerations are completed before onboarding progresses further.
Remove the need to manually draft, send, and chase ethical clearance emails.
Know exactly where each ethical letter stands — without checking email threads.
All users can see clearance status before approving onboarding.
Apply the same ethical workflow across all new clients, regardless of who sends the request.
