Can custom client onboarding questions be added (e.g. collecting TFN)?
In development - firms will be able to add custom questionnaire questions after standard identity capture.
Yes - the platform will allow firms to add custom questions to the client KYC questionnaire to collect firm-specific details such as TFN, real estate matter reference numbers, or anything else the firm needs captured alongside the standard ID verification.
Set up under Account Settings > Customisation > Question Sets.
How it works: the CO configures the custom questions in Account Settings; they appear in the customer's VOI flow after the standard identity capture; the responses are stored alongside the transaction record and feed into the audit trail.
Useful for firms wanting to consolidate compliance onboarding and matter-specific data collection into one customer touchpoint.
Step-by-step walkthrough: How to Add Custom Questionnaires to Send to Clients.