Is your client data accurate?

The arrival of the updated TA6 property information form on 30 March 2026 is as good an excuse as any to review how and from where you’re collecting client identity data—and how you’re confirming it’s accurate.

The updated form introduces a more detailed set of seller disclosure requirements designed to capture better data at the outset of a transaction.

The hope is that fewer transactions will stall due to missing or inaccurate information emerging somewhere down the line.

The real source of friction

But if you ask conveyancers where transactions are losing time, the answer is rarely the property information form.

Instead, it’s the data collection that happens before that, in particular the back-and-forth of identity verification, AML screening, and source of funds checks that can take days or even weeks when handled manually.

So, while the TA6 changes will doubtless improve the quality of information flowing through transactions, they won’t address the compliance delays that slow everything down before they even start.

Feeling the benefit

The firms that will benefit most from the TA6 reforms are those that have already removed friction from the earlier stages of onboarding.

If a client can be verified, screened, and legally ready within hours rather than weeks, the improved property information captured in the new forms can actually do its job: flowing into a transaction that is already moving. Digital onboarding platforms like Checkboard are designed with exactly this in mind.

By replacing manual document collection with a single, secure digital workflow covering biometric ID verification, AML screening, and source of funds checks, firms can dramatically reduce the time it takes to get a client legally ready.

And since clients complete the process on the Checkboard app, it’s a smooth digital workflow that immediately notifies all the relevant stakeholders upon completion.

The result is a faster, more accurate workflow from start to finish.

Time to review

Updates like these should prompt firms to review their broader processes.

With TA6 set to help conveyancers gather more accurate data about property sellers, firms should look to apply that same rigour to the rest of their onboarding and compliance.

That way, they can eliminate the primary source of friction and delays and feel the full benefit of the new form.

Get in touch with Checkboard now to find out how. https://checkboard.com/marketing-partnerships/todays-conveyancer-contact-page?utm_source=todays+conveyancer&utm_medium=marketing+partnership&utm_campaign=todays+conveyancer+articles

This article was submitted by Checkboard as part of an advertising agreement with Today’s Conveyancer. The views expressed in this article are those of the submitter and not those of Today’s Conveyancer.

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