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Speed Dating with Clarity Street: A Seamless Client Onboarding and ID Check Experience

Speed Dating with Clarity Street

On July 24th, 2024, StackGo had the pleasure of participating in a speed dating webinar alongside our implementation partner, Clarity Street. This event was a fantastic opportunity to connect with professionals in the accounting industry and showcase the power of our integrated client onboarding workflows.

Demo of seamless client onboarding and ID verification

Who We Are

At StackGo, we specialize in helping regulated businesses worldwide streamline their client onboarding processes. Our lead product, IdentityCheck, is designed to simplify and secure the onboarding journey, ensuring compliance and efficiency at every step. Our commitment to innovation has positioned us as a market leader for businesses seeking integrated client onboarding solutions.

Our Partnership with Clarity Street

Clarity Street is renowned for assisting accounting firms in implementing seamless workflows within their existing tech stack. Their expertise in optimizing accounting processes makes them an ideal partner for us at StackGo. Together, we aim to provide comprehensive solutions that enhance productivity and streamline operations for accounting firms.

Key Features and Benefits of IdentityCheck

During the webinar, we highlighted the key features and benefits of IdentityCheck. These include:

  • Automated Verification: IdentityCheck automates the verification process, reducing manual errors and saving time.
  • Seamless Integration: Our solution integrates natively with existing Practice Management Software, ensuring a smooth and simple workflow.
  • Compliance Assurance: IdentityCheck places regulatory requirements as a top priority, providing peace of mind to businesses.
  • User-Friendly Interface: Designed with user experience in mind, our interface is easy for staff and clients to navigate.

Testimonials and Results

We also shared success stories and testimonials from our clients, demonstrating the real-world impact of IdentityCheck. Our clients have reported significant improvements in onboarding times, compliance accuracy, and overall client satisfaction. These results underscore our commitment to delivering value.

Watch the Full Webinar

We encourage you to watch the full Clarity Street webinar to learn more about other valuable software solutions for accountants, including:

ATO Smart Docs: ATO Smart Docs enhances the management and security of ATO documents through automated processing, two-factor authentication, and secure document delivery.

Digital Rapport: Digital Rapport uses AI to create engaging, video-narrated financial reports, significantly increasing client engagement and understanding.

Spotlight Reporting: Spotlight Reporting offers powerful tools for reporting, forecasting, and ESG (Environmental, Social, and Governance) reporting, helping accountants provide valuable advisory services.

The Gap: The Gap provides an online platform with tools and training to help accountants market, sell, and deliver advisory services, enhancing client relationships and business growth.

Join the Conversation

This webinar was a great success, and we are excited about the opportunities it has opened up for further collaboration and innovation. We look forward to continuing our partnership with Clarity Street and helping more businesses achieve seamless onboarding experiences.

Stay tuned for more updates and insights from StackGo. For any inquiries or further information, feel free to contact us.

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