Introduction

Discover the seamless integration of IdentityCheck with Projectworks, the intelligent business management software designed to streamline operations across your professional services company. With Projectworks, you can harness features like resource planning, project management, and financial forecasting to optimize your business’s efficiency. IdentityCheck further enhances these capabilities by providing robust ID verification processes, ensuring secure, streamlined operations and fostering trust with clients.

Why Connect IdentityCheck to Projectworks

Linking IdentityCheck with Projectworks elevates your business management by incorporating seamless identity verification into your workflow. Gain enhanced security and reduce onboarding friction with a swift KYC check within Projectworks, protecting sensitive data while ensuring compliance.

A shining example of this integration’s efficacy is illustrated in how Guardian Tax Solutions cut onboarding time by 90% using IdentityCheck. This streamlined onboarding translates into significant time savings and reduced operational costs, benefiting any professional service company using Projectworks.

Setting Up the Integration

1. Log in to your Projectworks account and navigate to the integrations settings.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen prompts to authorize the connection between Projectworks and IdentityCheck.
4. Configure your identity verification criteria and preferences within Projectworks.
5. Test the integration with a sample client to ensure everything is functioning correctly.
6. Go live and begin using IdentityCheck’s verification tools with your projects.

How It Works in Projectworks

Once integrated, IdentityCheck enhances Projectworks by facilitating instant identity verification directly from within the platform. For example, when onboarding a new client, simply add their details in Projectworks and initiate an identity check with one click. The system efficiently handles the verification process, swiftly confirming the client’s identity to expedite onboarding and project allocation.

Frequently Asked Questions

How is my data stored and protected during verification?

IdentityCheck prioritizes data security by using robust encryption technologies to ensure all personal data is handled securely during the verification process.

Can I customize the identity verification criteria?

Yes, you can tailor the ID verification settings to meet your business’s specific needs, ensuring compliance with your industry’s standards.

What happens if an identity check is incomplete?

If an ID verification remains incomplete, you will be notified immediately, allowing you to follow up with the client or try the verification process again.

Final Thoughts

Integrating IdentityCheck with Projectworks provides a comprehensive solution for businesses seeking efficient identity verification processes. By automating KYC checks and ensuring robust data security, this integration supports professional services companies in enhancing client relationships and operational efficiency.