Introduction

BrightManager is a refined practice management software tailored specifically for the accounting and payroll sectors across the UK. An integration with IdentityCheck enhances BrightManager by streamlining identity verification processes, offering reliable solutions for onboarding and compliance, crucial for modern accounting and bookkeeping practices.

Why Connect IdentityCheck to BrightManager

Integrating IdentityCheck with BrightManager simplifies client onboarding with its seamless identity verification capabilities, ensuring compliance and minimizing risks associated with financial fraud. The integration supports Know Your Customer (KYC) checks, allowing accountants and bookkeepers to confidently verify identities swiftly and securely.

In one example, Wardle Partners achieved significant ROI with IdentityCheck, saving 30 minutes per client and reducing costs by 50%, as detailed here. This highlights the practical impact of efficient identity checks within BrightManager.

Setting Up the Integration

1. Log in to your BrightManager account.
2. Navigate to the “Integrations” tab on the dashboard.
3. Select “IdentityCheck” from the list of available integrations.
4. Follow the on-screen instructions to authorize the integration.
5. Complete the setup by configuring verification settings as needed.

How It Works in BrightManager

Once integrated, using IdentityCheck in BrightManager becomes an intuitive part of your daily operations. For instance, accountants can easily initiate an identity check for onboarding new clients, receiving timely updates and notifications within BrightManager to handle verification statuses efficiently.

Frequently Asked Questions

Where is my data stored? Data is securely stored in compliance with data protection regulations.

Can I customize the verification message? Yes, verification messages are fully customizable to suit your brand and client communication needs.

What if someone doesn’t complete the ID check? You will receive a notification for any incomplete checks, allowing you to follow up as necessary.

Wrapping Up

Integrating IdentityCheck into BrightManager elevates your practice management by enhancing onboarding processes with efficient and secure ID verification. This not only boosts productivity but also maintains high compliance standards, proving to be an indispensable tool for modern accountants and bookkeepers.