TaxDome: Streamlined Management for Tax Professionals

TaxDome is an all-in-one software solution designed to help tax professionals manage their firm’s workflow efficiently. It offers client communication, document management, billing, and a variety of other tools that streamline daily operations. By integrating TaxDome with IdentityCheck, tax professionals can further enhance security and streamline the ID verification process for clients.

Uses for IdentityCheck in TaxDome

Integrating IdentityCheck with TaxDome allows tax professionals to verify client identities quickly and securely. Here are some use cases:

• Client onboarding: Verify new clients electronically, making the onboarding process seamless and secure.
• Compliance: Ensure that all clients meet regulatory ID verification requirements.
• Fraud prevention: Reduce the risk of fraudulent activities by verifying identities before processing sensitive documents or transactions.

How to Set Up IdentityCheck with TaxDome via Zapier

To integrate IdentityCheck with TaxDome using Zapier, follow these steps:

1. Sign up for a Zapier account if you don’t already have one.
2. Log in to your Zapier account and navigate to the TaxDome integrations page.
3. Click on “Connect a New Account” and authorize Zapier to connect to both your TaxDome and IdentityCheck accounts.
4. Create a new Zap by clicking “Make a Zap” on your Zapier dashboard.
5. Set TaxDome as the trigger app and choose a trigger event such as “New Client” or “New Document Uploaded”.
6. Select IdentityCheck as the action app and choose an action event like “Verify ID” or “Send Verification Request”.
7. Configure the details for the action event, such as mapping client email addresses or document fields from TaxDome to IdentityCheck.
8. Test the Zap to ensure that everything works correctly, and then turn it on to activate the integration.

How to Use ID Verification in TaxDome

Once the integration is set up, using ID verification in TaxDome becomes straightforward:

1. When a new client is added to TaxDome, a verification request is automatically sent to IdentityCheck.
2. The client receives an email prompting them to complete the ID verification process.
3. IdentityCheck processes the ID verification and sends the results back to TaxDome.
4. You can view the verification status within the client’s profile on TaxDome, ensuring compliance and reducing the risk of fraud.

By integrating IdentityCheck with TaxDome, tax professionals can stay compliant with regulatory requirements and protect their firm from potential fraud, all while providing a seamless client onboarding experience.