Introduction

Simplicate is an all-in-one CRM and project management software that streamlines processes from sales to invoicing. By seamlessly integrating IdentityCheck, users can enhance their workflow with robust ID verification capabilities. This integration is particularly valuable for businesses looking to perform KYC checks swiftly and securely.

Why Connect IdentityCheck to Simplicate

Connecting IdentityCheck to Simplicate offers numerous benefits, especially for companies prioritizing efficient onboarding and fraud prevention. With this integration, organizations can automate identity checks, ensuring compliance and security without compromising on speed.

In one example, Guardian Tax Solutions significantly reduced their onboarding time by 90% by implementing IdentityCheck, a testament to the integration’s effectiveness in the compliance sector. Read the full case study here.

Setting Up the Integration

1. Log in to your Simplicate account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the prompt to authenticate your IdentityCheck account.
4. Configure the settings to specify how you wish to manage ID verification within Simplicate.
5. Activate the integration and perform a test ID verification to ensure everything is working smoothly.

How It Works in Simplicate

Within Simplicate, using IdentityCheck is intuitive. For instance, a project manager can instantly verify a consultant’s identity before adding them to a client project. This not only secures the process but also improves trust and transparency in business interactions.

Frequently Asked Questions

• Where is my data stored? Data is securely stored in compliance with data protection regulations.
• Can I customize the verification message? Yes, IdentityCheck allows you to tailor the verification message to fit your brand’s voice.
• What if someone doesn’t complete the ID check? You can set up automatic reminders, and projects can have experience-specific protocols for follow-ups.

The Smart Way to Verify in Simplicate

Integrating IdentityCheck with Simplicate brings a new layer of security and efficiency to your project management needs. By simplifying ID verification processes, you can maintain a streamlined workflow while safeguarding your business against potential risks. Experience peace of mind with every identity check in Simplicate.