Introduction

Welcome to the world of seamless client onboarding with IntakeQ, your trusted partner in sending private electronic intake forms. As a HIPAA-compliant solution supporting e-signatures, IntakeQ is dedicated to transforming client interactions into a secure and efficient experience. When coupled with IdentityCheck, an advanced ID verification tool, IntakeQ takes its mission of simplifying client intake processes to the next level by ensuring a secure and smooth KYC check.

Why Connect IdentityCheck to IntakeQ

Integrating IdentityCheck with IntakeQ maximizes your client intake efficiency while maintaining the highest security standards. By enabling robust identity verification, you ensure that all client interactions are safe and trustworthy. With IdentityCheck, each step of your client’s journey is supported by secure and verified identity checks, making it a perfect fit for businesses that prioritize confidentiality and compliance.

Take, for example, Guardian Tax Solutions, which reduced their onboarding time by 90% by integrating IdentityCheck into their systems. Such integration eliminates the manual bottlenecks and enhances client trust. Read more about their success story here.

Setting Up the Integration

1. Log in to your IntakeQ account and navigate to the ‘Integrations’ section.
2. Search for IdentityCheck in the available integrations list.
3. Click ‘Connect’ to initiate the setup process.
4. Follow the on-screen instructions to authorize access between IntakeQ and IdentityCheck.
5. Configure your ID verification settings to match your business needs.
6. Test the integration with a sample intake form to ensure everything functions correctly.

How It Works in IntakeQ

Once set up, the ID verification process integrates seamlessly into your existing intake form workflow. For instance, when a client submits a form, IdentityCheck automatically triggers a verification process. This ensures that by the time they reach the consultation stage, their identity is confirmed, and you can proceed with confidence in the accuracy and security of your client data.

Frequently Asked Questions

Where is client data from IdentityCheck stored?

All verified information is securely stored in adherence to HIPAA guidelines, ensuring the utmost confidentiality and security of client data.

Can I customize the identity verification process?

Yes, IdentityCheck offers customizable verification settings so that you can tailor the process to meet your specific needs and compliance requirements.

What happens if a verification attempt fails?

In the event of a failed attempt, an alert will be triggered for manual review, allowing you to follow up and resolve any issues directly with the client.

In Summary

Integrating IdentityCheck with IntakeQ not only enhances the security of your client onboarding process but also streamlines it, ensuring your business stays compliant and efficient. With secure ID verification, your client interactions are safer, better aligned with privacy regulations, and more trustworthy, paving the way for enhanced client satisfaction and loyalty.