Can custom client onboarding questions be added (e.g. collecting TFN)?
This is in development; the firm will be able to add custom KYC questionnaire questions that appear after standard identity capture.
Yes - in development. When live 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.
How it will work: 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. Expected for general availability by mid-2026.