Introduction

Welcome to the integration of IdentityCheck with Daftra, the cloud ERP and accounting software tailored specifically for small and medium-sized businesses. With Daftra, you can effortlessly send invoices, track expenses, and manage your financial records all while collaborating on projects seamlessly. Learn more about Daftra’s mission and core features at Daftra. By integrating IdentityCheck, you can enhance your operations with superior ID verification, ensuring efficient and secure management of your client data.

Why Connect IdentityCheck to Daftra

Daftra’s robust suite is designed to simplify accounting and streamline operations. By connecting IdentityCheck, you introduce an additional layer of security and compliance through efficient identity verification and KYC checks, crucial for financial transactions and adhering to industry standards. Wardle Partners, for instance, achieved a 5–10x ROI using IdentityCheck, saving 30 minutes per client and cutting costs by 50%. Explore this case study for more insights.

Setting Up the Integration

1. Log into your Daftra account.
2. Navigate to the ‘Integrations’ section in the settings menu.
3. Search for IdentityCheck in the available integrations list.
4. Click ‘Connect’ and authorize the integration by entering your IdentityCheck credentials.
5. Configure your ID verification settings to suit your business needs.
6. Test the connection to ensure all systems are properly linked.

How It Works in Daftra

Once integrated, initiate an identity check in Daftra seamlessly with every new client onboarding. For example, as you prepare to send an invoice, the system will automatically issue an ID verification request, ensuring KYC compliance before finalizing any transaction. This process not only bolsters security but also increases trust with your clients.

Frequently Asked Questions

• Where is my data stored with this integration? Your data will be securely stored adhering to both Daftra’s and IdentityCheck’s strict privacy policies, ensuring full compliance.
• Can I customize the verification settings? Yes, the integration allows for tailored configurations to meet your specific business requirements.
• What happens if an identity check is incomplete? You will receive an alert and can manually follow up with the client or choose to reinitiate the check.

Final Thoughts

Integrating IdentityCheck with Daftra provides a powerful toolkit for streamlined operations and robust security. Enhance your business experience by combining rigorous ID verification with the comprehensive features of Daftra, ensuring smooth and compliant transactions every time.