Ensuring your clients have a smooth and stress-free ID check experience is key to providing a professional, effortless, and trustworthy first impression. With IdentityCheck, the goal is simple: make identity verification seamless, secure, and fast – for both you and your clients.
But let’s be real – getting someone to complete an ID check isn’t always easy. People are more cautious than ever about sharing personal information. Some worry about security, others don’t understand why it’s needed, and a few just get distracted or overwhelmed. That’s where a bit of thoughtful setup can make all the difference.
With completion rates of 90% or higher completely achievable, here are some practical tips – starting from the easiest, and building up – to help you get the most from IdentityCheck.
1. Customise the Email
People want to know who they’re dealing with—especially when sharing sensitive information like their ID. While IdentityCheck is a trusted name in privacy and security, your clients don’t expect a request from us out of the blue.
That’s why the first step is to customise the invitation email. You can do that right here.
- Use wording your clients will recognise – keep it warm, clear, and human.
- Upload your logo so it’s clear this is from a brand they trust.
- Highlight the expiry date to encourage prompt action.
- Add your contact details – if people know they can call or email someone, they’re more likely to follow through.
- Explain why you’re requesting ID – compliance, anti-fraud, onboarding integrity… it matters.
- Outline how quick and easy it is – most people can complete it in under a minute.
- Make it clear what’s in it for them – if it unlocks funds, progress, or approvals, say so!
Here’s a template email you can use as a starting point:
The ICAEW requires Chartered Accountants to verify the identity of all new clients. This process provides an important level of security to reduce the risk of fraudulent activities against our business, clients, taxpayers, and the government.
This is a very simple process that only involves you taking a photo of your identification & yourself with your phone. It will take less than 1 minute to complete.
Please note the link below expires in 7 days.
If you have any questions about this process, please contact us on (xx) xxxx-xxxx or email [email protected].
2. Configure the Reminder Email
Life happens. Clients might miss the email, get busy, or be out of office. That’s why IdentityCheck includes automated reminder emails at no extra cost. Configure yours here.
- Use similar language to your original message – keep it consistent and friendly.
- Highlight how many days remain until expiry.
- Set the reminder timing to suit your clients – sooner if time is tight, or later if they’re likely to need flexibility.
Here’s a simple reminder template:
This is a very simple process that only involves you taking a photo of your identification & yourself with your phone. It will take less than 1 minute to complete.
The ICAEW requires Chartered Accountants to verify the identity of all new clients. This process provides an important level of security to reduce the risk of fraudulent activities against our business, clients, taxpayers, and the government.
Please note the link below expires in 3 days.
If you have any questions about this process, please contact us on (xx) xxxx-xxxx or email [email protected].
3. Communicate Outside of Email
Let your clients know the ID check is coming. Whether during a call, a meeting, or in a previous email – giving them a heads-up builds trust and increases completion rates.
People are more likely to complete the check if they’re expecting it and know what it’s for.
4. Manually resend the ID Verification link
If the verification session is still active (within the first 7 days) and your client can’t find the original email, you can manually resend the link via any method — email, SMS, WhatsApp, or otherwise.
To do this:
- Go to the contact’s verification page in the IdentityCheck dashboard.
- Copy the verification link to your clipboard.
- Paste and send it through your chosen communication channel.
5. Enable SMS Notifications
Worried your email might land in spam? Or dealing with clients who don’t check their inbox often? Consider enabling SMS reminders.
It’s just 25c per message and can drastically improve follow-through – especially if it saves you a phone call or delays in onboarding.
Just make sure to store client numbers with their country code, or let us know a default country to apply. That way, the SMS gets where it needs to go.
6. Check Your Client Details
This one’s often overlooked. A common cause of failed ID checks is simply incorrect contact information – wrong email address, outdated phone number, typos in names.
Make it a habit to double-check your client data before sending an ID request. It’ll save everyone time and confusion.
7. Use Integrated Onboarding Forms
IdentityCheck offers integrated onboarding forms that can save serious admin time and reduce errors. You can choose from our templates or request a custom form.
Forms create the client record and direct them straight to the ID check in the same browser session. Less friction, more completions.
Setup starts from US$500, with usage fees at just 50c per submission. For some businesses, this saves hours each week. See how Guardian Tax Solutions reduced onboarding time by over 90%.
8. Advanced Options
Ready to go even further? These advanced options are available on request. Just reach out to [email protected] or your Account Manager:
- Extra reminders: Add a final nudge before expiry. Just send us your wording and we’ll set it up (free).
- Link expiry extensions: Need more time? We can extend to 14 or 28 days. Note: this requires a one-off US$500 setup fee and isn’t recommended for time-sensitive onboarding.
- Talk to us: Still stuck? We’re here to help. Book a quick chat and we’ll walk you through it.
Final Thoughts
We’ve designed IdentityCheck to be the smoothest and most secure way to verify client identities – without the headaches of traditional systems.
By taking a few simple steps, you can significantly increase your completion rates and reduce the time spent chasing clients. Whether you follow the steps above or just reach out for help, we’re always here to support you.
Ready to optimise your ID checks? Start by customising your email today, or book a call for a free walkthrough.
