Trust Accounting
Our clients rely on PracticeEvolve to maintain compliance with local regulations that govern their practice. Our system complies with the Law Society regulations in Australia and New Zealand.
Client Accounting
Our accounting software is designed to ensure compliance with the Solicitors Regulation Authority rules and guidelines in the UK and Ireland regions.
GDPR
PracticeEvolve’s contact, client and matter structures offer the capability to handle the GDPR (General Data Protection Regulation) requirements that apply to all individual citizens of the European Union, specifically the reduction and removal of personally identifiable information on behalf of the data processor.
Anti-Money Laundering (AML)
Customer Due Diligence (CDD) or Know Your Customer (KYC) policies are the cornerstones of an effective AML program.
PracticeEvolve supports you in meeting these obligations by enabling you to record customer due-diligence data, report on matter specific suspicious activity and have complete oversight on prescribed transactions.
All of this is combined in one central location, giving you the ability to easily report and provide data to the relevant reporting authority.