Accountants / Workflows / Client onboarding

A new individual client (non-designated)

When An individual comes on board for a non-designated service, like a tax return.

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Trigger Automated Your team

Intake Intake form & record

Verify Biometric ID

Result Client record created

Step by step

Intake · Intake form & record. The client submits one intake form; StackGo collects the details and documents and creates the client record in your practice software. No rekeying.
Verify · Biometric ID. Document plus selfie identity verification. No AML questions, because no designated service applies.
Result. Client record created in your practice software. Nothing to rekey.

Start free and run your first check today, or book a demo and we will walk you through it.