Client due diligence · UK accountancy firms

Client due diligence at a flat price. Not a meter.

Send your client one secure link. PracticeGuard verifies their identity, screens them against that day's sanctions and PEP lists, keeps them under ongoing monitoring, and files a dated, inspection-ready audit pack — from £39 a month + VAT, with monitoring and every seat included. No per-check meter, no per-user fees, no bolt-ons.

Start free — first month on us See pricing First month free · no card to start
£39/mo + VAT15 checks + monitoring
£0Add-on & per-seat fees
UnlimitedStaff seats
5 yearsEvidence retention, locked
Why it isn't metered

The screening engine is ours.

Per-check pricing exists because most CDD tools resell licensed data. We built the engine instead: the sanctions and PEP lists are published by HM Treasury (OFSI), the FCDO, OFAC and the UN — we ingest them daily into our own screening infrastructure, and the biometric face-match runs on our own servers. It already verifies real clients every day in the property sector. So a check costs us pennies, and we charge you a flat rate.

4
Sanctions & PEP list sources — OFSI, FCDO, OFAC, UN — refreshed every day, with freshness checks that stop a stale list producing a "clear"
Biometric
Server-side face match between the client's ID document and a live selfie — on our infrastructure, not a third party's
5-year
Evidence storage with a compliance retention lock — the file can't be quietly edited or deleted
Daily
Production use — the same engine screens property-sector clients under the money-laundering regulations today
How a check works

One link. A few minutes. A file you can show an inspector.

01

Send the link

Add the client's name and email — they get a secure verification link that works on any phone. No app to install.

02

They verify

The client photographs their ID and takes a short selfie. iPhone passport tap (NFC chip read) is rolling out.

03

We screen

Biometric match between document and selfie, plus sanctions & PEP screening against that day's lists. Anything doubtful is flagged for your review — never silently cleared.

04

You file

A dated audit pack per client: the document, the match result, the screening outcome and the list versions used. Download it or leave it on file.

Client onboarding should be quick, so the flow is built to finish in one sitting — and if a client stalls, you can see exactly where they stopped.

See how the CDD engine works, end to end →

What's included

Everything in the flat price.

Identity

Biometric ID verification

Document capture with a server-side face match against a live selfie. Stronger evidence than a database ping — you hold the document and the match, not just a reference number.

Screening

Sanctions & PEP screening

Every client screened against the OFSI consolidated list, FCDO, OFAC and UN lists as they stood that day — with the list versions recorded in the evidence, and doubtful matches escalated for review.

Ongoing

Scheduled monitoring

Set re-screening per client — monthly, quarterly or annually. Every run is logged whether or not anything changed, so your Regulation 28(11) ongoing-monitoring evidence writes itself. Status changes alert you the same morning.

Evidence

Client file & audit packs

A running file per client, and a dated audit pack you can hand to an HMRC or professional-body reviewer: what was checked, against which lists, with what result — stored under a 5-year retention lock.

Entities

Company & ownership checks

For corporate clients: company screening with beneficial-ownership (UBO) capture, so the humans behind the entity get screened too.

The practice

Unlimited seats

Every accountant, bookkeeper and support-staff member on one account, one price. No per-user charges — who runs the check should never be a licensing decision.

Integrations

Fits the software you already run.

Start a client verification from where you keep your books — no double entry, no CSV shuffling. Connect Xero today; the completed check files itself back onto the client's record.
Xero — live QuickBooks Sage More coming soon

The check is cheap. It's everything they bolt onto it.

What the meter really costs

The per-check price looks small — £2–£5 a client. Then the bill grows: PEP screening billed separately, ongoing monitoring separately, a platform fee, per-user seats, sometimes a training subscription. For a small practice the bolt-ons dwarf the checks — and you're assembling compliance from four invoices.

One price, nothing bolted on

PracticeGuard Verify is £39 a month + VAT — 15 checks a month, ongoing monitoring, unlimited seats and dated audit packs all included, not added on. Beyond 15, checks are £2.50 + VAT each; we never block a check mid-onboarding, the counter simply keeps honest score.

See it before you pay

Your first month is free — all 15 checks, no card. There's a live counter in the corner of the screen, so you always know exactly where you stand. If it isn't obviously better value than your current stack, close the account in one click.

Pricing

One live plan. One on the way.

Launching — early access open

PracticeGuard Verify

£39 /month + VAT
or £390/year + VAT — two months free · first month free, no card
  • 15 CDD checks a month included — £2.50 + VAT each after, never blocked
  • ID verification + sanctions & PEP screening, all included
  • Ongoing monitoring with logged runs — built in, not an add-on
  • Client files & dated audit packs, 5-year retention lock
  • Company & UBO checks for entity clients
  • Unlimited staff seats — no per-user fees
Start free — first month on us
Prices exclude VAT. Right-sized for a practice's onboarding volume — monitoring, seats and audit packs bundled, not billed separately. Verify is in final testing; join the early-access list and we'll set you up first, free for a month.
Coming soon

PracticeGuard Shield — the compliance suite

Inspection-ready,
end to end
Everything HMRC and your professional body ask a practice to have — in one place
  • Everything in Verify, with a higher check allowance
  • Firm-wide MLR risk assessment (reg 18), kept current & version-stamped
  • AML policies & controls pack (reg 19) for your practice
  • Staff AML training with certificates (reg 24)
  • Bulk screening of your existing client book — not just new clients
  • Source-of-funds workflow, and a public trust mark clients can check
Join the waiting list
Shield is the full inspection-readiness suite — the risk assessment, policies, training and whole-book screening a practice is judged on. It launches after Verify; pricing announced at launch, and Verify subscribers get first access.

The plain-English notes your MLRO will ask for.

PracticeGuard supports your judgement; it never replaces it. Client due diligence decisions — including enhanced due diligence and anything a screening result flags for review — remain the responsibility of your practice's MLRO / nominated officer. We give you the evidence and the audit trail; the call is yours.

Our verification is document + biometric + screening. We verify the client's identity document, biometrically match it to a live selfie, and screen against the sanctions and PEP lists. We do not currently run credit-bureau electronic-footprint checks or a source-of-funds workflow — if you need those today, we'll say so rather than sell around it. Source-of-funds support is on the roadmap.

We are independent. PracticeGuard is not affiliated with, or endorsed by, HMRC, ICAEW, ACCA or any AML supervisor. The screening lists we use are the official published UK, US and UN lists, refreshed daily, and every check records which list versions it ran against.

Your first month on us.

Set-up takes a few minutes — your practice's details are usually already in our register data. Join the early-access list and we'll send you the first verification link and the audit pack it produces.

Start free — first month on us
First month free · no card to start · unsubscribe from everything in one click