NerdNumbers

Thirdfort

AML & KYC Compliance

Mobile-first identity verification with a modern client experience.

Overview

Thirdfort takes a mobile-first approach to identity verification and AML checks. Clients complete their verification through a sleek mobile app, scanning documents and completing biometric checks on their phone.

The client experience is the differentiator. While SmartSearch focuses on the firm-side workflow, Thirdfort makes the client-facing process as smooth as possible. This matters if your firm wants to make a good first impression during onboarding.

The platform handles identity verification, source of funds checks, and AML screening. The results feed back to your firm with a clear risk assessment and audit trail.

Best for

Firms wanting the best client experience for ID verification

Key Features

Mobile-first client identity verification
Biometric document scanning via app
AML and sanctions screening
Source of funds verification
Risk assessment with clear reporting
Audit trail for compliance records
Client-facing app for smooth onboarding
Integration with practice management tools

Pros & Cons

What We Like

  • Best-in-class client experience for verification
  • Mobile app is intuitive and fast
  • Source of funds checks built in
  • Modern interface on both client and firm side

Watch Out For

  • Higher per-check cost than SmartSearch
  • Requires clients to download an app
  • Less established in the accounting market specifically
  • Corporate verification less comprehensive than SmartSearch

Pricing

Per-check pricing. Contact for practice pricing.

Key Integrations

XeroQuickBooks Online

Our Verdict

Thirdfort is the right choice if client experience during onboarding is a priority. The mobile-first approach impresses clients and reduces friction. For comprehensive AML coverage, SmartSearch has the edge.

Try Thirdfort

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Thirdfort Review for Accounting Firms | NerdNumbers | NerdNumbers