Introduction

PlatoForms transforms any PDF into an interactive online web form, streamlining the process of collecting information without the hassle of paper forms. When integrated with IdentityCheck, you can enhance this process with seamless ID verification, ensuring the authenticity of responses before they’re submitted. This integration is particularly valuable for legal and accounting firms, where secure and verifiable data collection is paramount.

Why Connect IdentityCheck to PlatoForms

Integrating IdentityCheck with PlatoForms brings numerous benefits, such as streamlining the onboarding process, enhancing Know Your Customer (KYC) protocols, and reducing fraud. By automating identity checks, you save valuable time while mitigating risks associated with manual verification processes. In one example, Guardian Tax Solutions remarkably reduced their onboarding time by 90% thanks to IdentityCheck. Read the full case study here.

Setting Up the Integration

1. Log into your IdentityCheck account and navigate to the integrations section.
2. Search for and select the PlatoForms integration option.
3. Follow the on-screen instructions to authorize the connection between IdentityCheck and PlatoForms.
4. Configure your verification settings to match your organization’s requirements.
5. Test the integration with a sample PDF form to ensure everything is functioning correctly.

How It Works in PlatoForms

Once integrated, IdentityCheck seamlessly embeds into your PlatoForms workflows. For instance, imagine a law firm using PlatoForms to gather client information. As clients fill out their details, IdentityCheck performs a real-time identity check, verifying each individual before the document is officially submitted. This ensures the integrity and security of the data being collected.

Frequently Asked Questions

Where is my data stored? Your data is securely stored in compliant data centers, ensuring privacy and security at all times.

Can I customize the verification message? Yes, IdentityCheck allows for customization of verification requests to align with your brand’s voice and tone.

What if someone doesn’t complete the ID check? If a user doesn’t complete the ID verification, you will receive a notification, allowing you to follow up directly if necessary.

Final Thoughts

Integrating IdentityCheck with PlatoForms empowers businesses with secure, efficient identity verification processes that streamline client interactions and enhance data integrity. Whether conducting KYC checks or onboarding new clients, this integration provides the reliability and security necessary in today’s digital-first world.