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19/03/2026 - ECCTA ID Verification Tasks

Overview

This release introduces a comprehensive ID Verification Tasks management system that enables accountants to efficiently manage ECCTA (Economic Crime and Corporate Transparency Act) compliance across their client portfolio. The system automatically retrieves PSC (Persons with Significant Control) data from HMRC and provides streamlined bulk task creation capabilities integrated with existing task management workflows.

What's New

ID Verification Tasks Page

  • Dedicated Compliance Hub: New menu item under Tasks provides centralised access to PSC compliance management with instructional banner explaining ECCTA verification requirements, timing, and deadlines
  • Client Organisation: PSC data displayed in expandable client accordions showing detailed information including names, roles, verification deadlines, and current status
  • Filter: Filter by clients with CS01 service enabled

Bulk Task Creation

  • Efficient Selection: Select individual PSCs via checkboxes or use bulk selection, with real-time counter showing how many tasks will be created
  • Automated Workflow: "Create Tasks" button generates properly configured reminder tasks for selected PSCs with correct client information, PSC names, and compliance deadlines
  • Duplicate Prevention: System automatically prevents duplicate task creation with confirmation messages showing successful creations and any skipped duplicates
  • Workflow Template: Hard-coded workflow template automatically attached to ID verification tasks for accounts with workflow enabled
  • Flexible Management: Edit task deadlines after creation and update task status directly from the Task List page

Integration Points

  • Client List Access: "Create ID check tasks" bulk action option provides quick access from the Client List with pre-filtered view of selected clients
  • HMRC Synchronization: Automatic PSC data retrieval from HMRC database eliminates manual lookups on external systems
  • Task List Integration: Created tasks appear in the main Task List alongside other workflow tasks for centralised management

Access Control

  • Permission-Based Visibility: Respects "Hide Other User Clients" permission—users with restricted access see only their ownclients, while users with full permission can manage compliance across the entire organization.