InfoTrack: How InfoTrack helps you manage SDLT

HMRC’s tax adviser registration requirement is now live, and for conveyancing firms, it is not just about registering. It is about being able to demonstrate a robust, auditable process for every matter.

In this follow-up session, we explore what InfoTrack is building into eCOS to help firms do exactly that: capture the right information early, assess complexity before it becomes a problem, and hold a clear record of client answers when it counts.

David Rawson, eCOS Head of Product at InfoTrack, will take you through the new SDLT functionality coming to the buyer onboarding journey, covering:

• The new SDLT questionnaire: what it asks and why
• How eCOS collects buyer-specific and transaction-level information across all parties
• The SDLT Assessment Report: what it contains and how it supports your decision-making
• How this helps firms manage risk earlier and more confidently on every matter

Whether you are an existing InfoTrack client wanting to see how these changes affect your eCOS workflow, or exploring how InfoTrack could support your firm’s SDLT process, this is the session for you.