Integrating IdentityCheck with Pixie

Pixie serves as a comprehensive practice management platform tailored specifically for accountants and bookkeepers, aiming to enhance team and client collaboration, visibility, and workflow automation. By integrating IdentityCheck with Pixie, users can effortlessly incorporate top-tier ID verification processes into their daily operations, seamlessly improving client onboarding and compliance procedures.

Why Connect IdentityCheck to Pixie

Linking IdentityCheck with Pixie offers tangible benefits that boost productivity and efficiency. With IdentityCheck, you can automate KYC checks, ensuring accurate identity authentication and reducing the time spent on manual verification. For example, Wardle Partners achieved an impressive 5-10x ROI with IdentityCheck, saving 30 minutes per client and cutting costs by half. Read the full case study here.

IdentityCheck not only enhances security through streamlined identity checks but also provides a smoother onboarding experience for clients. This integration ensures that your practice runs smoothly, removing bottlenecks usually associated with manual identity verification processes.

Setting Up the Integration

1. Log into your Pixie account.
2. Navigate to the ‘Integrations’ tab in your settings.
3. Select ‘IdentityCheck’ from the available integration options.
4. Click ‘Connect’ and follow the on-screen prompts to authorize the connection.
5. Configure your ID verification settings to suit your practice’s needs.
6. Save your settings to complete the integration.

How It Works in Pixie

Once integrated, IdentityCheck works seamlessly within the Pixie platform. For instance, whenever you onboard a new client, IdentityCheck automatically launches a KYC check ensuring compliance and security. In day-to-day operations, it’s akin to a recruiter ensuring each freelancer passes an identity check before gaining system access, maintaining a seamless and secure environment.

Frequently Asked Questions

Where is my data stored?
Your data is securely stored in IdentityCheck’s encrypted servers, adhering to the highest data protection standards.

Can I customize the verification message?
Yes, the verification message can be tailored to fit your practice’s branding and communication style.

What if someone doesn’t complete the ID check?
If an ID check remains incomplete, you can resend the request or manually follow up within the Pixie interface.

The Smart Way to Verify in Pixie

Employing IdentityCheck within Pixie ensures that your practice management operations are both streamlined and secure. From automating KYC processes to maintaining data accuracy, integrating these two powerful tools optimizes your workflow to enhance operational efficiency and client satisfaction.