What's new in Clear AML

Share complete client compliance records with connected firms — and export any profile as a fully formatted PDF.

• Firm Unique ID: Every firm now has a unique 8-character code in Settings. Share it with another firm to send them a connection request — no email chains needed.
• Real-time connection requests: The receiving firm gets an instant in-app notification with Accept or Decline buttons. Once accepted, both firms appear in each other's Connections list under Settings.
• Share a client profile: From any client profile, send the complete compliance record — ID verifications, risk assessments, screening results, directors/UBOs, notes, documents, and full audit history — to one or more connected firms in one click.
• Bulk sharing: Select multiple clients from your client list and share or export them all at once from the bulk actions toolbar.
• Download as PDF: Export any client profile as a fully formatted PDF — all sections included — ready for a file pack, independent review, or off-system archive.

Every AML check you run now generates a downloadable tax receipt — making it easy to bill compliance costs back to your clients as a disbursement.

• Tax receipt PDF: Download a GST-compliant receipt for any completed KYC or screening check. Shows the ex-GST amount, GST, and total — ready to attach to your invoice.
• Matter / Reference Number: Assign a matter or file reference at the moment you run a check — so the receipt is already labelled when you need it. Works for KYC verifications and standalone screenings.
• Receipts sheet: View all checks for a client in one place, update reference numbers retroactively, and export a CSV summary for your records.

We've made it simpler to see what needs your attention.

• A unified dashboard: View all your alerts and risk reviews on a single screen without clicking around.
• Helpful pages: We added more simple explanations about how we keep your data secure and who we are.

We now check if your clients are mentioned in any negative news stories.

• Global News Search: Automatically check negative news from around the world when you screen a client.
• Read the story: Click directly through to the original news article to see what was reported.

We made it easier to manage your firm's details and documents.

• Better file storage: Uploaded ID documents are now organized more clearly for your peace of mind.
• Easy account updates: You can quickly update your firm's details or manage your team yourself.

We sped up the way you evaluate client risks so you can save more time per client.

• Quicker questionnaires: The risk questions are now easier to read and answer.
• Instant results: Get a low, medium, or high risk score the moment you finish.

When AUSTRAC asks for your records, you need them quickly and clearly.

• One-click downloads: Download a full history of your checks for any client instantly.
• Simple summaries: The reports now include a simple summary on the front page so you know exactly what happened.

We launched our platform to make compliance simpler for Australian professionals.

• Simple checks: Easily verify identities and check watchlists.
• Built for you: Designed specifically for accountants, lawyers, and real estate agents in Australia.