Customer story
Fullstack Advisory
Accounting (tech-sector clients) · Australia
TPB compliance, one click
One click TPB-ready ID verification
Zero Manual data entry
Seamless XPM integration
The challenge
New Tax Practitioners Board (TPB) regulations required stringent client identity verification for new clients. Fullstack needed to balance two priorities:
- Compliance without complexity — robust verification without operational overhead.
- Efficiency amidst regulation — maintaining service standards while adapting to new requirements.
Traditional solutions proved insufficient, either requiring cumbersome manual processes across multiple platforms or lacking seamless integration.
The solution
IdentityCheck provided three key advantages:
- Seamless software integration — single-click verification without leaving their primary software.
- Rapid adoption — an intuitive interface requiring minimal training.
- A better experience for clients and staff — less administrative burden, with efficiency and security front of mind.
The results
TPB compliance integrated without disrupting workflow or scalability
Time savings — staff freed for higher-value work
Manual data-entry errors eliminated, improving accuracy and security
Positive feedback from both clients and staff on simplicity and efficiency
Facing the TPB’s new compliance requirements, we discovered IdentityCheck’s one-click solution, which perfectly aligned with our operational ethos. Its seamless integration and ease of use allowed us to uphold our efficiency standards while navigating regulatory demands effortlessly. The time savings and reduced risk associated with eliminating manual data entry have been significant, contributing to a tangible return on investment.
Tanya Christie COO, Fullstack Advisory
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