Customer story
Guardian Tax Solutions
Accounting & Tax · Australia
90% faster onboarding
1 hr → <5 min Time per client (90% reduction)
95% First-time completion
15–20× Return on investment
230+ Countries and territories of ID coverage
The challenge
Guardian Tax Solutions struggled with several issues in their onboarding process:
- Off-the-shelf forms asked too many irrelevant questions while missing critical ones, confusing clients.
- Limited customisation led to client queries and rework to correct form errors.
- Data had to be manually re-entered and IDs manually verified, causing errors and extra oversight.
- The system only partially integrated with their practice-management software, XPM.
- Coverage for all countries and languages was inadequate, complicating a diverse client base.
Onboarding over 100 clients a month, each taking about an hour, cost thousands of dollars and left the process prone to human error.
The solution
Guardian Tax Solutions adopted IdentityCheck, which offered:
- Flexible, customisable client forms tailored to their needs — no irrelevant questions, all critical information captured.
- Full integration with XPM, removing manual data entry.
- Completely automated ID verification.
- The ability to read and verify identity documents from 230+ countries and territories in 50 languages and dialects.
The results
Onboarding cut from an hour to under 5 minutes per client
95% first-time completion rate on client forms
Dramatically lower operational costs
15–20× return on investment
Ready to scale — more clients onboarded without compromising service
IdentityCheck has transformed our onboarding process. We’ve reduced time per client from an hour to under 5 minutes.
Angela Munoz Guardian Tax Solutions
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