Introduction

UpperBee (www.upperbee.com) is an innovative suite of accounting and property management software designed for buildings of all sizes. Known for its comprehensive features and dedication to simplifying property management workflows, UpperBee’s mission is to empower users with tools that streamline processes and enhance efficiency. Adding IdentityCheck to UpperBee not only complements its powerful capabilities but also strengthens it by providing seamless ID verification, ensuring secure and compliant operations.

Why Connect IdentityCheck to UpperBee

Integrating IdentityCheck with UpperBee amplifies the platform’s capabilities by enhancing security and compliance. With IdentityCheck, property managers can verify tenant identities quickly and securely, aligning with UpperBee’s goal of efficiency and user-friendly management.

One significant benefit of this integration is its ability to reduce the time spent on verifying identities, thereby expediting tenant onboarding processes. Additionally, it helps property managers fulfill Know Your Customer (KYC) obligations effortlessly. Discover how IdentityCheck delivered a 5-10x ROI and reduced costs by 50% in an accounting firm case study.

Setting Up the Integration

1. Log in to your UpperBee account.
2. Navigate to the integrations section within the dashboard.
3. Select IdentityCheck from the list of available integrations.
4. Follow the prompts to authenticate and connect your IdentityCheck account.
5. Customize the settings to match your ID verification needs.
6. Complete the setup and begin using the integration instantly.

How It Works in UpperBee

Once integrated, the identity check feature is accessible within the tenant management module. For example, when onboarding a new tenant, property managers can initiate a KYC check directly from the platform, ensuring that tenant identities are verified promptly. This not only saves time but also increases overall data accuracy and compliance.

Frequently Asked Questions

Where is the data stored?

All verified identities are stored securely in the cloud, adhering to stringent data protection regulations.

Can I customize verification criteria?

Yes, IdentityCheck allows you to tailor the verification process to suit specific compliance requirements and business needs.

What happens if a check is incomplete?

If an identity check is incomplete, you can easily follow up and request additional documentation directly through UpperBee.

Final Thoughts

Integrating IdentityCheck with UpperBee takes property management to the next level by combining effective operations with robust ID verification. Start leveraging this integration today to streamline your property management tasks and elevate your operational security.