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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.

Over 200 regulated businesses globally choose IdentityCheck

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What customers say

Customers love the ease-of-use and integration with their existing tech stack.

Kent Pearce ⭐️⭐️⭐️⭐️⭐️
Kent Pearce ⭐️⭐️⭐️⭐️⭐️Investment Manager
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Fantastic Product! Super easy to use, integrates well with CRM systems (ie HubSpot) and provides Proof of Identity verification without the painful process of notarizing documents.

What problem are you trying to solve? KYC Requirements - Proof of Identity.

What do you like? Integrates well with CRM and email systems and very easy to use.
James Fyfe ⭐️⭐️⭐️⭐️⭐️
James Fyfe ⭐️⭐️⭐️⭐️⭐️Founder - Computer Software
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Massive timesaver! Takes all the friction out of verifying our customers identity process both for us and our customers. And saves us loads of admin time too.

What problem are you trying to solve? Verifying our customers.
Santiago Bravo ⭐️⭐️⭐️⭐️⭐️
Santiago Bravo ⭐️⭐️⭐️⭐️⭐️Founder - B2B SaaS
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Effortless Compliance with IdentityCheck: A Convenient and Speedy Solution

If you're looking for a convenient way to meet compliance requirements, then IdentityCheck is the perfect solution. This product is incredibly easy to use and works seamlessly with your existing data, making it a breeze to verify your identity. I was impressed with the simplicity and speed of the verification process, which is probably a key reason why so many customers love this product.

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