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HubSecure for
Accounting & Advisory Firms

Stop losing billable hours to compliance admin. One platform for AML reporting, client KYC, multi-currency invoicing, and AI-powered client growth. Built for firms with 10–50 staff and 200–800 clients.

Faster KYC onboarding
40% Less compliance admin
€800+ Saved vs tool stack/mo
4 days Average time to live

What accounting firms deal with every week.

📋

AML in Excel

Sanctions screening and KYC done manually in spreadsheets. No audit trail. One FSAN visit from a crisis.

🔗

CRM silo

Client contact data in one tool, AML status in a spreadsheet, billing in another. Nothing is connected.

🧾

Manual invoicing

Re-entering client data from CRM into billing software. VAT errors. Late payments not flagged automatically.

📁

Documents everywhere

ID copies in email, signed engagements in Dropbox, tax forms in a shared drive. No version control.

📉

No new client growth

You're great at serving clients but have no systematic way to find and convert new ones at scale.

💸

Tool bill growing

6–8 SaaS tools, none talking to each other, billing €1,200+/month combined. More cost, more complexity.

One governed platform. Every workflow connected.

1. Screen new clients instantly

When a new client inquiry arrives, HubSecure runs automatic sanctions screening (OFAC, UN, EU) and PEP checks. Risk score assigned immediately. Full audit trail saved.

AML Module KYC Workflow Watchlist Screening

2. Client record created automatically

KYC-cleared clients flow into CRM with compliance status visible inline. Contact history, engagement tracking, and billing status — all in one record. No double entry.

CRM Module Auto-link from AML 360° Profile

3. Engagement letter signed in Vault

Send the engagement letter from Vault with one click. Client signs electronically. Document version-controlled and linked to their CRM record. Regulators can access audit logs instantly.

Vault Module E-signature Audit trail

4. Invoice generated from CRM

Pull the client's service catalog directly from CRM. Auto-populate invoice with correct Norway VAT rate. Multi-currency for international clients. Send, track, and reconcile — all in platform.

Invoicing Module Norway VAT Multi-currency

5. Client queries handled in Service Desk

Clients submit requests via portal. Tickets linked to their CRM record. Priority routing, SLA tracking, and full history — your team knows context before picking up the phone.

Service Desk Client Portal SLA tracking

6. Revenue Engine finds your next 50 clients

Define your ideal accounting client in ICP Builder. HubSecure identifies matching prospects, pre-screens them for AML, and has the AI Voice SDR qualify and book meetings — while you focus on delivery.

Revenue Engine AI Voice SDR ICP scoring

Built for Finanstilsynet compliance from day one.

Norwegian accounting firms face strict AML obligations under the Anti-Money Laundering Act (hvitvaskingsloven). HubSecure is designed for exactly this regulatory environment.

Hvitvaskingsloven compliance

Full KYC workflows aligned with Norwegian AML requirements. Risk assessment, ongoing monitoring, and STR-ready reporting.

Norway VAT rates built in

25% standard, 15% food & drinks, 12% transport/culture, 0% exempt — all pre-configured. No manual rate lookup.

NOK + multi-currency

Invoice in NOK natively. Support international clients in EUR, USD, GBP, SEK, DKK, AED, and more.

EU/EEA data residency

All data stored in EU/EEA data centres. GDPR-compliant by design. Norwegian entity as data processor where required.

Audit-ready export

One-click export of full AML audit trail, KYC records, and transaction history in formats accepted by Norwegian regulators.

PEP & sanctions screening

Real-time screening against UN, EU, OFAC, and Norwegian special lists. Alerts on changes to existing client status.

"Before HubSecure, our KYC process was 4 spreadsheets, 3 email threads, and a prayer. Now it's automated, auditable, and our Finanstilsynet review last year was the smoothest we've ever had."

What's included for accounting firms

Core

AML & Compliance

KYC workflows, sanctions screening, risk scoring, STR preparation, and full audit trail.

Core

CRM

360° client profiles with inline AML status, engagement tracking, and service catalog.

Vault

Encrypted document storage, e-sign for engagement letters, and audit-ready access logs.

Invoicing

Multi-currency billing with Norway VAT rates, PDF delivery, and payment tracking.

Service Desk

Client query management, priority routing, SLA tracking, all linked to CRM records.

Accounting & Advisory

Stop spending billable hours
on compliance admin.

Book a demo tailored to your accounting firm. We'll show you the full AML → CRM → Invoicing workflow with real Norwegian compliance scenarios.

No credit card required · Live in 4 days · Norway VAT pre-configured