Introduction

Welcome to a seamless identity verification solution that integrates effortlessly with Beau. With Beau’s core mission to transform client-facing workflows into interactive client portals, it offers capabilities like collecting form submissions, managing documents, accepting payments, and sending reminders. By integrating IdentityCheck, you can enhance these capabilities by ensuring secure and efficient ID verification, adding an extra layer of trust and compliance to your business processes.

Why Connect IdentityCheck to Beau

Integrating IdentityCheck with Beau brings numerous advantages:

• Streamlined Identity Verification: Automatically verify identities during form submission, providing a smooth client onboarding experience.
• Enhanced Compliance: Meet KYC requirements seamlessly by incorporating secure identity checks directly within client workflows.
• Cost Efficiency: Save time and resources by automating repetitive and manual ID checks.

An example of successful integration is illustrated by Guardian Tax Solutions, which reduced onboarding time by 90% with IdentityCheck, enhancing their compliance process and efficiency multifold.

Setting Up the Integration

1. Sign in to your Beau account.
2. Navigate to the integrations section and select IdentityCheck.
3. Follow the prompts to authenticate and connect your IdentityCheck account with Beau.
4. Configure identity verification settings as per your business requirements.
5. Test the integration by sending a verification request through a sample client portal.
6. Ensure the process aligns with your desired workflows and make any necessary adjustments.

How It Works in Beau

Once integrated, initiating an identity check in Beau is intuitive. For instance, when a client submits documents in their portal, an automatic ID verification request triggers, ensuring their identity aligns with the submitted information. This not only simplifies the onboarding process but also significantly boosts compliance and client trust.

Frequently Asked Questions

Is client data stored securely?

Yes, both Beau and IdentityCheck employ robust encryption to ensure all client data remains secure and compliant.

Can I customize the identity verification process?

Absolutely, you have the flexibility to tailor the ID verification process according to specific business needs and compliance standards.

What if a client’s identity check is incomplete?

If an identity verification fails, Beau provides options either for re-submission or direct client notification to resolve issues promptly.

Final Thoughts

Integrating IdentityCheck with Beau enriches your client management process by making identity verification straightforward and automated. Explore these benefits today to enhance your client interactions with security and efficiency.