Introduction

Welcome to the seamless integration of IdentityCheck with 7todos (7todos.com), where managing multiple projects becomes a seamless experience. 7todos is your go-to task board, designed to give you an overview of all your tasks across projects at once. This integration enhances your workflow by incorporating robust identity verification tasks, saving time and ensuring compliance effortlessly.

Why Connect IdentityCheck to 7todos

Integrating IdentityCheck with 7todos ensures a smooth and efficient way to manage identity verification alongside your tasks. Imagine cutting down on unnecessary time spent cross-referencing documents with your to-do lists: IdentityCheck does it for you. By coupling these two solutions, you unlock enhanced security and streamlined processes.

One shining example of IdentityCheck’s efficacy can be found in a case study involving Guardian Tax Solutions, where onboarding time was reduced by a staggering 90% thanks to ID verification. Read more here.

Setting Up the Integration

1. Log in to your 7todos account.
2. Navigate to the integrations section available on your settings page.
3. Search for “IdentityCheck” in the available integrations list.
4. Click “Connect” and follow the on-screen instructions to authorize the integration.
5. Configure your ID verification parameters according to your project needs.
6. Save your settings and start leveraging automated identity checks within your task management workflows.

How It Works in 7todos

Once integrated, each task in 7todos can include a comprehensive identity verification step. For example, when working on a client onboarding project, you’ll create a task labeled “Verify Identity.” Assign IdentityCheck to this task to automatically complete KYC checks, ensuring clients are verified before proceeding further. Seamless automation is at your fingertips, prioritizing secure and efficient project management.

Frequently Asked Questions

Where is my data stored?

All data processed through IdentityCheck is encrypted and securely stored in compliance with industry standards, ensuring your information remains protected at all times.

Can I customize the verification process?

Yes, you can tailor the identity verification steps to meet the specific requirements of your various projects directly within the 7todos interface.

What happens if an identity check is incomplete?

Tasks with incomplete identity checks will be flagged for review, and 7todos will notify you to take the necessary steps in resolving any discrepancies.

Final Thoughts

Integrating IdentityCheck with 7todos offers an unparalleled advantage in task management and identity verification, ensuring your workflow is both efficient and secure. Together, they provide a holistic platform that adapts to the needs of today’s multi-project professionals.