Only ~10% of firms have completed ID verification, are you onboarding clients the right way for 2026?
MTD is forcing firms to rethink how they work, not just how they file. More frequent reporting, increased client interaction, and greater scrutiny on documentation means your onboarding process can’t stay as it is.
But one question keeps coming up, where does AML actually fit? Before engagement? After? Somewhere in between?
Join Ignition and Firmcheck as we break down how modern firms are approaching onboarding in 2026, and how to build a workflow that protects your firm, improves client experience, and removes unnecessary friction.
What we'll cover:
Where AML fits in your onboarding process, and the pros and cons of each approach
How MTD is reshaping engagement, pricing, and client expectations
The common compliance and workflow gaps firms are still missing
A practical, step-by-step onboarding flow you can implement straight away
Get clarity, reduce risk, and walk away with a practical framework you can actually use — plus a free step-by-step guide to help you put it into action.
Speaker
Kevin Lord
General Manager, Firmcheck
Host
Peter Morgan
Key Account Manager | Ignition
Peter has over 20 years of experience in practice in the UK. After selling his partnership interest and migrating to Australia, in 2008 he obtained his CAANZ accreditation to then work for 10 years in various senior roles within accounting firms. These roles enabled Peter gain heavy exposure to Xero Practice Manager (XPM).
Peter joined Ignition in 2019, with the goal to help other Accountants and Bookkeepers discover the huge benefits of using his favourite cloud app—Ignition.
He is an advocate of cloud accounting, and he is passionate about small business success and the adoption of new and emerging technologies.
UK
