Close Easy

Streamline pre-appointment onboarding with seamless data capture, identity verification, and e-signatures.

Link copied to clipboard

Stop chasing, start the case

Close Easy helps insolvency practitioners streamline pre-appointment onboarding by capturing company data, completing AML and ID verification, and collecting signatures through a single guided workflow.

This integration ensures appointment-ready data flows directly into Turnkey IPS for our UK clients, eliminating manual onboarding across emails, spreadsheets, and paper forms.

Partner benefits

Firms using Close Easy recover six to eight hours of administration time on every case.

Directors self-serve

Directors complete onboarding themselves through a guided process. Less chasing, faster time to appointment.

Compliance built-in

AML & ID verification. Conflict, ethics, AML Risk Assessment and bribery checklists handled all in one place.

Clean handover to IPS

Captured data exports straight into Turnkey IPS with no re-keying. A direct integration is coming soon.