Integrations

No new portal to log into.

StackGo triggers from the software your team already runs and writes the result straight back to the client record.

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Client recordXero Practice Manager

Acme TrustEntity · discretionary trust

Verified

Identity & UBOVerified

AML checksClear

Written back automatically, no double entry

Works inside the software your team already uses

How it works

It triggers from your software, and writes the result back.

No new portal, no double entry. StackGo listens for the trigger in your practice software, runs the whole compliance workflow, and writes the outcome straight back onto the client record.

Your softwareA new client, a designated service, a change of ownership.

Trigger

StackGo runs the checkIntake, verification, screening, risk assessment, monitoring. Whatever the workflow needs.

Write back

On the client recordVerified status, the audit trail, and every field mapped to your system.

The model

Two ways a system connects

The diagram above is the first kind. Some tools play a smaller part — they do one job at one step.

Systems of record

The workflow is triggered from them and written back to them. Your practice system, CRM or ledger stays the source of truth. StackGo decides what happens next and puts the answer back where you already work.

342 systems

Tools in a workflow

Used at a step. An e-signature tool signs, a chat tool tells the file owner, a booking tool schedules the human review. One job each, inside a workflow StackGo runs.

247 tools

Intake

Verify

Screen

Assess

Monitor

Available now

Connect the tools you already run

Practice management

Xero Practice Manager Native Live

Tick KYC Command on the client to start a check; the result is written back to its custom fields.

Karbon Native Live

Send a check from the task on a work item; the result lands on the task and the contact.

FYI Native Live

Tick KYC Command on the client to start a check; the result and a file note land back in FYI.

TaxDome Via Zapier Live

Start a check when a new contact is added in TaxDome.

CRM and pipeline

HubSpot Native Live

Set KYC Command to Start on a contact; the result is written back to its properties.

Pipedrive Native Live

Trigger IdentityCheck from the person in Pipedrive; the result lands on the person.

Clio Native Beta

Start a check from a Clio contact with the IdentityCheck Verification action.

Zendesk Sell Native Beta

Tick KYC Command on a contact; KYC Status shows the result.

Agentbox Native Beta

Add <kyc> after a contact’s first name; the result lands as a private note on the contact.

Salesforce Via Zapier Beta

Start a check when a new contact is added in Salesforce.

Actionstep Via Zapier Beta

Start a check when a client is added to a matter, or a matter reaches a step.

Accounting and payroll

Xero Native Beta

Find a Xero contact on the Direct Verification page and start the check from it.

MYOB Coming soon

Start a check when a customer is added, once MYOB releases its Zapier app.

QuickBooks Via Zapier Beta

Trigger a check when a customer is created.

Employment Hero Via Zapier Beta

Verify a new hire as part of employee onboarding.

Work and comms

monday.com Native Live

Set KYC Command to Start on an item; the result lands back on the board.

Slack Via Zapier Live

Post a name and email in your checks channel to send the identity check; the result is in StackGo.

Zendesk Via Zapier Beta

Tag a customer in Zendesk to send their identity check; the result is in StackGo.

Ignition Via Zapier Beta

Verify the client the proposal was accepted by.

Everything else

The software your clients and your team already run

589 systems and tools, grouped by the part each plays. Pick a category to see what we work with, and where each one sits in a compliance workflow.

Communication 99 systems CRM 98 systems Project management 82 systems Marketing 73 systems Practice management 17 systems Forms & scheduling 58 systems Accounting 48 systems Document management 40 systems HR & payroll 28 systems Reporting 29 systems E-signature 8 systems Identity verification 8 systems

Or by what you are trying to do

Client onboarding

Take on a new client without three systems and a spreadsheet.

AML screening

Sanctions, PEP and adverse media, against the stack you already run.

Employee onboarding

Verify a new hire from the HR system that already has them.

Ongoing monitoring

Keep records current instead of re-doing them once a year.

Why it matters

Compliance stops being a separate job

StackGo writes results back where your team already looks, so there is no new portal to log into and no double entry. It speaks your software’s language, mapping to Clients and Contacts, People and Organizations, so results land exactly where you expect them.

It speaks your software's language

Xero Practice Manager & FYIClients & Contacts

KarbonPeople & Organizations

HubSpotContacts & Deals

Verification & screening engines Veriff