Connectors & CSV import
Import your existing client list by CSV. Connectors to Xero, MYOB and QuickBooks are available pay-as-you-go to reduce manual data entry.
OneJuly is your all-in-one practice & Tranche 2 platform
The only platform that combines practice management with AML/CTF Tranche 2 workflow support — client onboarding, KYC/KYB, engagement letters, risk tracking and audit-ready records.
No demo or sales call required.
1.
Practice management & compliance dashboard
Your practice workspace brings clients, tasks, onboarding status and AML/CTF workflow overview into one live dashboard — so your team always knows what needs attention.
- Unified practice dashboard with client overview
- Workflow and task management across your team
- Role-based access for admins, staff and reviewers
- Sample workspace to explore before you go live
Product overviewOneJuly in 2 minutes
2.
Branded client onboarding portal
Send your clients a link to a simple onboarding flow through your branded portal. OneJuly captures identity, business details, engagement consents and documents — with a full audit trail.
Clients complete forms at their own pace while your team tracks progress, requests documents and approves engagements from one place.
- Branded client portal under your firm name
- Identity, entity, engagement and consent capture
- Digital engagement letters with evidence trail
- CSV import for existing client lists
Client onboardingClient onboarding walkthrough
3.
Complete KYC / KYB workflow tools
Record verification checks, risk ratings and review notes for individuals, companies, trusts and SMSFs. Third-party identity checks are available pay-as-you-go when you need them.
- KYC / KYB workflows for all entity types
- Risk rating and verification check records
- PEP and sanctions screening support via third-party checks
- ABN validation and beneficial owner tracking
KYC / KYBKYC / KYB workflows
4.
CDD / ECDD task tracking & risk register
Track customer due diligence and enhanced due diligence steps with clear task workflows, review notes and a risk register your team can explain to auditors.
- CDD and ECDD task tracking with status workflows
- Risk register with low, medium and high ratings
- Review notes and escalation evidence
- Pre-built AML/CTF workflow templates you can adapt
Getting startedGetting started — sign up to workspace
5.
Engagement letters & digital consent evidence
Brand, send and store engagement letters with timestamped digital consent — including IP address, browser fingerprint and document version for audit readiness.
- Engagement letter templates ready to brand
- Digital consent with timestamped evidence trail
- Secure document storage across your practice
- Seven-year record-keeping support
EngagementEngagement letters & digital consent
6.
SMR / TTR record-keeping & audit-ready reports
OneJuly helps you prepare and manage SMR and TTR reporting records with an audit trail. Lodgement responsibility remains with your practice — we help you stay organised and audit-ready.
- SMR / TTR draft and review workflows
- Reporting records and communication logs
- Records securely stored in AWS Australia
- Export client records and audit logs anytime
SMR / TTRSMR / TTR record-keeping
Pay-as-you-go verification checks
Third-party identity and verification checks at $4.90 per client/check — only when you need them, without bloating your plan price.
Self-serve Australian platform
No demo required. Guided setup checklists, walkthrough videos and email support — built in Australia, hosted in AWS Australia.
Getting started with OneJuly
OneJuly makes preparing for AML/CTF Tranche 2 fast and self-serve, with step-by-step guidance. Enrolment opens 31 March 2026 — start configuring your workspace now.
Choose your plan
Starter, Practice or Firm — transparent pricing you can buy online. All plans include core onboarding and AML/CTF workflow records.
Create your workspace
Set up your firm name, branding, users and roles in minutes. Explore with sample data before adding real clients.
Configure your templates
Adapt pre-built KYC/KYB, engagement letter and risk assessment templates to match your practice workflows.
Invite your team
Add staff with role-based access so everyone sees only what they need — no blanket access to sensitive client data.
Onboard your clients
Send onboarding requests through your branded portal. Clients complete identity, engagement and consent forms online.
Run compliance workflows
Record verification checks, risk ratings, CDD/ECDD steps and reporting records — with an audit trail ready when you need it.
How does OneJuly stack up?
Choosing the right platform for an Australian accounting practice means balancing practice management, AML/CTF workflow support, affordability and ease of use.
| OneJuly | Other providers | |
|---|---|---|
| All-in-one solution | Practice management plus AML/CTF workflow support in one platform | Often separate tools for CRM, onboarding and compliance |
| Built for Australian practices | Designed for accounting and bookkeeping firms facing Tranche 2 | Generic global tools with workarounds for local rules |
| Tranche 2 preparation | KYC/KYB, CDD/ECDD, risk register and record-keeping workflows | Often document templates only, without workflow tracking |
| Self-serve setup | No demo required — guided checklists, videos and templates | Implementation calls and consultants often required |
| Data residency | Hosted in AWS Australia with encryption and RBAC | Offshore hosting or unclear data residency |
| Transparent pricing | Plans from $55/month incl. GST — buy online, cancel anytime | Quote-based pricing with hidden implementation fees |
FAQs
Do I need to book a demo?
No. OneJuly is self-serve. You can create an account, choose a plan and start immediately — explore with sample data first, then switch to your live practice workspace.
Is OneJuly legal or compliance advice?
No. OneJuly provides workflow and record-keeping tools. Your practice remains responsible for determining and meeting its own AML/CTF obligations, and for obtaining professional advice where required.
When do AML/CTF Tranche 2 obligations start?
According to the Department of Home Affairs and AUSTRAC, newly regulated Tranche 2 entities can enrol from 31 March 2026, with obligations commencing from 1 July 2026. OneJuly provides workflow support to help you prepare — confirm your specific obligations with AUSTRAC and your own advisers.
Is client data hosted in Australia?
Yes. OneJuly is hosted in the AWS Australia region with Australian data residency controls. Data is encrypted in transit and at rest.
Do I need a credit card to start the trial?
Yes. You add a card to begin your 14-day free trial, but you're not billed until the trial ends. Cancel anytime before then from your account settings and you won't be charged.
Get started today. It's quick, easy and free.
Discover how OneJuly helps your practice manage clients, onboarding and AML/CTF workflows — peace of mind guaranteed.
No obligation during your 14-day trial
- 14-day free trialStart on any plan. Explore with sample data before you add real clients.
- Self-serve setupNo demo, no sales call. Guided checklists and templates from day one.
- Australian-hosted cloudAWS Australia region, encryption in transit and at rest, incl. GST pricing.
EOFY 2026 pricing locked until 30 June 2026 — start now to hold your rate for 24 months.