Introduction

Welcome to the streamlined world of Aero Workflow [Aero Workflow], where accountants thrive on structured task management and optimized processes. As a workflow application tailored specifically for accountants, Aero Workflow emphasizes efficiency with features that allow users to manage tasks, track time, and ensure compliance effortlessly. Integrating IdentityCheck with Aero Workflow adds a seamless ID verification layer, making it even simpler for accountants to perform critical identity checks and KYC procedures without disrupting their workflow.

Why Connect IdentityCheck to Aero Workflow

Integrating IdentityCheck with Aero Workflow brings multiple advantages to the table:

• Seamless Identity Verification: Reduce errors and enhance accuracy by verifying identities directly within the Aero Workflow interface.
• Time Efficiency: Eliminate redundant processes and save valuable time during client onboarding with automated KYC checks, allowing accountants to focus on high-level tasks.
• Increased ROI: Discover significant cost reductions and workflow optimization; for instance, Wardle Partners achieved a 5-10x ROI by integrating IdentityCheck, saving 30 minutes per client, and cutting costs by 50%.

Setting Up the Integration

1. Log in to your Aero Workflow account.
2. Navigate to the Integration settings section.
3. Select IdentityCheck from the available integrations list.
4. Enter your IdentityCheck API key to authorize the connection.
5. Configure your preferred settings for identity verification within Aero Workflow.
6. Save the changes to activate the integration.

How It Works in Aero Workflow

Once integrated, IdentityCheck operates seamlessly within Aero Workflow. For instance, during a new client onboarding process, you can initiate an ID verification task directly from your workflow. The system will conduct a KYC check in real-time, updating the client’s profile with verified identity data. This ensures compliance and accuracy without leaving the Aero Workflow platform.

Frequently Asked Questions

• How is client data stored during identity verification? IdentityCheck securely stores all verification data, ensuring compliance with data protection regulations and privacy standards.
• Can we customize identity checks? Yes, you can tailor identity verification parameters to align with your firm’s specific requirements and compliance needs.
• What happens if an identity check is incomplete? The system will notify you of any incomplete checks, allowing you to review and take necessary actions to resolve any outstanding issues.

In Summary

Integrating IdentityCheck with Aero Workflow elevates your accounting practice by streamlining ID verification processes seamlessly within your workflow. This integration not only ensures compliance but also boosts efficiency and reliability. Embark on this journey towards enhanced productivity today.