Accounting firms are under increasing pressure to understand their clients, manage risk appropriately, and demonstrate compliance across every engagement. At the same time, the information needed to do this is often spread across multiple systems, manual processes and disconnected tools.
InfoTrack Accounting brings these requirements together into a single connected platform, combining intelligence, due diligence and compliance so firms can manage the full client lifecycle in one place.
Rather than treating identity checks, risk assessment, company searches and compliance documentation as separate tasks, InfoTrack integrates them into one platform. The result is a clearer view of clients, more consistent processes across teams, and an audit-ready record of activity built as part of everyday work.
A connected approach to client intelligence
Understanding who you are dealing with is the foundation of good practice management and effective risk oversight. InfoTrack Accounting consolidates authoritative Australian data sources into a single platform so firms can build a complete picture of clients and counterparties without switching between systems.
This includes access to company structure information, credit standing, security interests, litigation history and beneficial ownership data. Instead of piecing together fragmented information, firms can see a consolidated view that supports better decision-making from the outset of a relationship.
Where structures are more complex, interactive data visualisation helps map relationships between individuals, companies and assets. This makes it easier to identify connections and layered ownership arrangements that would otherwise take significant manual effort to uncover.
Due diligence embedded into everyday workflows
Due diligence is not a one-off task. It is an ongoing requirement that sits across onboarding, transactions and ongoing client management.
InfoTrack Accounting embeds due diligence directly into the workflow, ensuring that checks are completed as part of normal operations rather than as a separate administrative step. Every search and verification is automatically recorded in a structured format, creating a consistent and audit-ready trail without additional manual effort.
This reduces duplication, improves consistency across teams, and ensures firms can evidence their decision-making when required.
A practical framework for compliance
Regulatory obligations, including AML/CTF requirements, demand clear processes, documented controls and reliable evidence of activity. For many firms, the challenge is not understanding these obligations but operationalising them in a way that is scalable and easy for teams to follow.
InfoTrack Accounting provides a structured compliance framework that connects directly to client intelligence and due diligence activity. This ensures that verification steps, risk considerations and supporting documentation are all captured within the same system, rather than being managed separately or retrospectively assembled.
The outcome is a more practical approach to compliance, where firms can demonstrate adherence to obligations through the work they are already doing.
One platform across the full workflow
What sets InfoTrack Accounting apart is the way each capability is connected. Intelligence informs due diligence. Due diligence supports compliance. Compliance is documented automatically as part of the process.
This removes the need to manage multiple standalone tools for searches, identity checks, entity creation and compliance tracking. Instead, firms operate within a single platform designed to support the full lifecycle of client engagement.
Our solutions
InfoTrack Accounting brings these capabilities together through a suite of integrated tools:
- AML/CTF Compliance Centre – Complimentary, all-inclusive AML/CTF solution
- SignIT – Electronic signing completed in a few simple steps
- Reveal Data Visualisation – Clear and interactive data visualisation for people, assets and company structures
- Searches and Certificates – National property, company and personal searches
- People Search – Complete a Person Locator search to support your matters
- ASIC Search – Instantly access a complete range of ASIC company and business name searches
- EDR – Access the Electronic Data Room and complete over 25 transaction types via an intuitive workflow
- Company Incorporations, Trusts and Stamping – Create companies, trusts and manage stamping in one streamlined workflow
Bringing it all together
InfoTrack Accounting is designed to replace fragmented processes with a connected way of working. By combining intelligence, due diligence and compliance in one platform, it helps firms build a clearer understanding of their clients, reduce operational complexity and maintain consistent, audit-ready records across every engagement.