Integrating IdentityCheck with Nomisma for Seamless Accounting Workflows

Nomisma stands as the complete accounting software dedicated to simplifying your financial management. With a mission to streamline accounting processes, Nomisma offers comprehensive features such as real-time bookkeeping, tax management, and payroll automation. When you integrate IdentityCheck with Nomisma, you enhance these capabilities, adding an indispensable layer of identity verification to ensure secure and efficient client onboarding.

Why Connect IdentityCheck to Nomisma

By connecting IdentityCheck with Nomisma, you tap into valuable benefits tailored for accounting professionals:

• Efficient Client Onboarding: Streamline client verification through automated KYC checks, making it easy to verify identity and increase onboarding efficiency.
• Enhanced Compliance: Maintain rigorous compliance with the latest financial regulations through accurate ID verification, providing an added layer of security.
• Operational Cost Reduction: Save time and cut costs with a streamlined identity check in Nomisma, reducing manual work and potential errors.

Discover how Wardle Partners achieved a 5-10x ROI with IdentityCheck, saving time and significantly reducing costs per client.

Setting Up the Integration

1. Log in to your Nomisma account and navigate to the ‘Integrations’ section.
2. Select ‘IdentityCheck’ from the list of available integrations.
3. Follow the on-screen instructions to authenticate and connect your IdentityCheck account.
4. Configure the integration settings to match your firm’s requirements for identity verification.
5. Test the integration with a sample client to ensure seamless functionality.
6. Begin using IdentityCheck with your real clients in Nomisma for a streamlined experience.

How It Works in Nomisma

Once integrated, IdentityCheck becomes a part of your client onboarding process in Nomisma. For instance, when adding a new client, Nomisma prompts the built-in IdentityCheck service. This ensures ID verification is completed swiftly, with outcomes recorded directly within the client profile, keeping your data organized and secure.

Frequently Asked Questions

How is client data stored using IdentityCheck?

Client data is securely encrypted and stored, adhering to the best-in-class compliance standards.

Can the identity verification process be customized?

Yes, you can customize the levels of verification depending on your firm’s specific needs and regulatory requirements.

What happens if an identity check is incomplete?

In case of incomplete checks, IdentityCheck provides notifications enabling you to prompt clients for additional information or verifications.

Final Thoughts

Integrating IdentityCheck with Nomisma not only simplifies your ID verification process but enhances your overall accounting operations by ensuring every client interaction is secure and compliant. Elevate your firm’s efficiency and trustworthiness today with this powerful integration.