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SUBMIT IDEA

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Ongoing monitoring of clients to check as an example all individuals and flag any PEPs or clients on Sanctions

A lot of Professional bodies are asking Accountants to PEP check all of their individuals
Guest almost 2 years ago in AML 0 Awaiting Prioritization

Proposal Manager x Google Workspace integration

I would like proposals to be sent via my Google account so the prospect can see the email is from me
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization