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.
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.
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.
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.
341 systemsUsed 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 toolsConnect the tools you already run
Xero Practice Manager Native Create clients and jobs, and write every result straight back to the client record.
Karbon Native Trigger from a work item; results land on the person and organisation.
FYI Native Create the client and file the compliance documents automatically.
TaxDome Via Zapier Kick off a check when a client moves through onboarding.
HubSpot Native Write verification results back to Contact properties; trigger from a deal.
Pipedrive Native Kick off checks from a pipeline stage; results on the person.
Clio Native Run client checks from the matter; the outcome files against the contact.
Salesforce Via Zapier Trigger from an Opportunity or Account; results back on the record.
Actionstep Via Zapier Start a check from a matter step.
monday.com Via Zapier Move an item to a status and the check starts.
Slack Via Zapier Tell the file owner the moment a check clears, refers or fails.
Zendesk Via Zapier Raise and resolve verification work alongside your support queue.
Ignition Via Zapier Verify the client the proposal was accepted by.
The software your clients and your team already run
588 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.
Take on a new client without three systems and a spreadsheet.
AML screeningSanctions, PEP and adverse media, against the stack you already run.
Employee onboardingVerify a new hire from the HR system that already has them.
Ongoing monitoringKeep records current instead of re-doing them once a year.
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.
Veriff
CreditorWatch Tell us what your team runs on.
We build the connectors our customers ask for. If your practice software or CRM isn't here yet, it's likely on the roadmap.
Request an integrationReady to make onboarding minutes, not hours?
Start free and run your first check today, or book a demo and we will walk you through it.
We will let you know when it is on the roadmap, and again when it ships.