Engager + Xama integration

Connect Engager's practice management to Xama's AML software to make practice compliance a breeze.

Xama x Engager Integration

Simplify AML compliance and client onboarding

The TaxCalc Xama integration connects Engager with Xama’s AML compliance tools, helping practices manage identity checks, risk assessments, and compliance workflows more efficiently.

Perform AML checks, manage compliance documentation, and keep client records up to date through one connected workflow designed to reduce manual admin and support ongoing compliance processes.

One connected workflow for AML and compliance management

From onboarding new clients to managing ongoing AML requirements, the Xama integration helps practices improve visibility, reduce manual processes, and maintain clearer compliance records.

Xama

Perform ID verification, PEP and sanctions checks, client risk assessments, and compliance monitoring through one connected AML platform.

Engager

Manage onboarding, workflows, and client activity through Engager while keeping AML tasks and compliance processes connected to day-to-day practice work

How the integration works

Get connected quickly, then streamline AML compliance across your practice.

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    Connect your accounts

    Link Xama and Engager through the integrations settings and start managing AML workflows through one connected process.

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    Perform AML checks and risk assessments

    Complete identity verification, PEP and sanctions checks, and client risk assessments directly through Xama’s AML tools.

  • number-2

    Maintain compliance records

    Keep client compliance records, documentation, and ongoing monitoring activity organised and up to date through one central platform.

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Xama at a glance

Xama is an AML compliance platform designed for UK accountants and bookkeepers. It provides identity verification, PEP and sanctions checks, client risk assessments, ongoing monitoring, compliance documentation, and regulatory update tools designed to help firms manage AML obligations more efficiently.

Improve visibility across AML workflows

The Xama integration helps practices reduce manual compliance admin, improve record keeping, and manage AML processes more consistently across onboarding and ongoing client work.

AML checks and identity verification

Perform identity verification, document checks, biometric verification, and PEP and sanctions screening through one connected workflow.

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FAQs

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