No, you do not need to manually enter each client individually. AML Complete allows you to import your client data using a CSV file, making the process more efficient for practices with multiple clients.

From the ‘My Clients’ section, you can use the import function to upload your client list in one step. Before doing so, you should download the sample template to ensure your data is structured correctly and aligns with the required format.

It is important that your data is accurate and complete at the point of upload, as this information forms part of your AML compliance record. Once imported, you can then review and update individual client profiles as needed.

This approach enables you to efficiently populate your client base while maintaining a clear, consistent, and auditable record of your AML obligations.