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How IdentityCheck works with GreatSoft (Beta)

greatsoft identitycheck

Step-by-step guide

Here are some instructions to get you started with your first verification.


These steps will create the appropriate settings you need inside GreatSoft

If you prefer, you can request a verification directly in IdentityCheck here.

  1. Create an IdentityCheck account.
  2. Request the API integration by contacting us here (while in Beta only).
  3. We will create the necessary fields in GreatSoft for you to auto-trigger an ID check.

Once these are complete, proceed to request your first verification.

Step 1: Open a GreatSoft Contact

Choose a GreatSoft contact you can test KYC with – e.g. yourself and select “IdentityCheck” from the drop-down.

Step 2: Trigger the IdentityCheck for your chosen Contact

We will provide you with details on how you can trigger an ID check once installed.

IdentityCheck will read the Contact’s Name and Email address. Optionally, if you have a mobile number we can also read this for text messaging.

Step 3: Branded email is sent to the Contact

You can add your company logo and preferred wording in the KYC email customization settings.

KYC Email Pipedrive

Step 4: Contact completes Identity Check

The Contact opens a guided web browser session to take a picture of their Government-issued ID and a selfie.

KYC Web App Pipedrive

Step 5: Track results via the GreatSoft Contact Notes

You can also create automated Reminders for clients here, and internal Notifications here.

Step 6: Review detailed results

If you are an IdentityCheck user, you can log in to see the KYC result.

KYC Report Pipedrive

If you have AML screening such as Adverse Media, PEP, and Sanctions, you can review the result on the same page.

Transform Your Practice with GreatSoft and StackGo IdentityCheck Integration

GreatSoft is a revolutionary cloud-based practice management software designed for accounting firms that demand high levels of efficiency, integration, and security. By integrating GreatSoft with StackGo IdentityCheck, firms can leverage the best of both platforms to streamline their operations, enhance client onboarding, and ensure compliance with regulatory standards.

Why GreatSoft Stands Out

  • Comprehensive Practice Management: GreatSoft offers a suite of tools tailored for the unique needs of accounting firms, including time tracking, billing, project management, and CRM functionalities.
  • Cloud-Based Flexibility: With its cloud infrastructure, GreatSoft provides firms the agility to access critical data and tools from anywhere, fostering collaboration and remote work capabilities.
  • Customizable Modules: Catering to the diverse needs of accounting practices, GreatSoft allows firms to customize modules and integrate with a variety of third-party applications, enhancing its utility and adaptability.
  • Advanced Security Features: Understanding the importance of data security, GreatSoft incorporates advanced security measures to protect sensitive client information and ensure data integrity.

Enhancing Capabilities with Integration

Integrating GreatSoft with IdentityCheck empowers accounting firms to automate and secure the identity verification process, a critical step in client onboarding and compliance. This synergy brings forth several advantages:

Seamless Client Onboarding

Automate the collection and verification of client identity documents within GreatSoft’s ecosystem, streamlining the onboarding process and reducing manual entry errors.

Robust Compliance and Security

Meet regulatory requirements effortlessly with IdentityCheck’s advanced verification processes, ensuring that your firm remains compliant with KYC and AML directives, all within GreatSoft’s secure environment.

Efficient Workflow Integration

By integrating identity verification directly into your practice management workflows, you can enhance operational efficiency, freeing up valuable time for your team to focus on delivering exceptional client services.

Implementing the Integration

Setting up the integration between GreatSoft and IdentityCheck is designed to be straightforward, ensuring that your firm can quickly benefit from the combined strengths of both platforms. The integration is designed to work out-the-box, ensuring no engineering effort on your part.

This integration not only signifies a step forward in optimizing your practice’s operational efficiency but also reinforces your commitment to maintaining the highest standards of client data security and regulatory compliance.

Embrace the future of accounting practice management with GreatSoft and IdentityCheck – where efficiency meets compliance.