Introduction

Discover the seamless integration of IdentityCheck with incwo, a comprehensive CRM and invoicing platform designed for SMEs. Visit incwo.com to explore how its mission to simplify business operations transforms the day-to-day functions of small and medium-sized enterprises. With robust features like contact management, invoicing, and task automation, incwo empowers businesses to thrive. Layering IdentityCheck into this ecosystem enhances security by providing efficient ID verification services, streamlining your KYC checks, and bolstering customer trust.

Why Connect IdentityCheck to incwo

Integrating IdentityCheck with incwo simplifies and secures client interactions by verifying identities directly from your CRM interface. This integration allows for rapid and reliable identity verification, ensuring compliance and reducing fraud risk. In an accounting firm case study, Wardle Partners achieved 5-10x ROI by integrating IdentityCheck, saving 30 minutes per client, and reducing operational costs by 50% (full study here). By incorporating IdentityCheck, incwo users can streamline their KYC processes, optimize client onboarding, and enhance customer satisfaction.

Setting Up the Integration

1. Log in to your incwo account and navigate to the app marketplace.
2. Search for IdentityCheck and select the integration option.
3. Follow the prompts to authorize the connection between IdentityCheck and incwo.
4. Configure your ID verification preferences to tailor them to your business needs.
5. Test the integration with a sample client to ensure it functions seamlessly.

How It Works in incwo

Once integrated, IdentityCheck operates within incwo’s interface, allowing you to initiate identity verifications directly from any client record. For example, when onboarding a new customer, simply click the “Verify Identity” button within their profile. The system will perform a comprehensive ID verification in real-time and update the customer’s status upon completion, all while ensuring compliance with regulatory KYC requirements.

Frequently Asked Questions

• Where is my data stored? IdentityCheck ensures data is stored securely in compliance with international data privacy standards.
• Can I customize the ID verification process? Yes, the verification process can be tailored to meet your specific business needs.
• What happens if an identity check is incomplete? Incomplete checks are flagged, and you can initiate follow-ups directly through the incwo platform to resolve any discrepancies.

In Summary

Integrating IdentityCheck with incwo offers a powerful combination for SMEs looking to streamline their operations and enhance customer interactions with efficient ID verifications. Simplify compliance, reduce fraud risks, and optimize onboarding processes with this essential integration.