Onboarding a new entity is a task familiar to every accounting firm, yet it comes with its own set of challenges, especially when multiple directors
Onboarding new Tax & Accounting clients
Simple identity verification that’s easy for clients and helps meet TPB regulations.
Hi, how’s it going? My name’s Matt, one of the Founders at StackGo.
As a Tax Agent, you have new regulations from the TPB to verify client identities.
Many tax agents end up implementing a manual process, that’s time consuming, unreliable and creates a frustrating experience for their new clients.
You’d prefer this to be easy to manage, and simple for the client.
So with IdentityCheck, we’ve made the process a single click for you, and it takes less than 30 seconds for your client to verify themselves.
What other Accountants love is the simplicity of it all. Whereas previously they had to request documents backwards and forwards over email, IdentityCheck generates the request for you automatically.
The client is given a slick experience via a guided WebApp. There is nothing to download and it takes just a few seconds to capture the ID document, a selfie, and the identity is then verified automatically.
The XPM client record is then updated as being verified positive, with a link to the original documents in seperate, secure storage.
So, this really helps Accounting Practices with a simple, streamlined and compliant onboarding process, while also giving new clients a great first impression of your business.
Thanks for listening and hope this helped.