Introduction

Flowla is dedicated to transforming buyer-seller interactions with its mission to “shorten deal cycles” through personalized workspaces and streamlined processes. As a dynamic platform, Flowla offers core features including document management, e-signatures, and collaborative tools that facilitate seamless transactions.

Integrating IdentityCheck with Flowla adds an additional layer of security and compliance by offering robust ID verification capabilities. This integration ensures that user identities are authenticated quickly and efficiently, enabling smoother and safer transactions, ultimately enhancing the Flowla experience.

Why Connect IdentityCheck to Flowla

By connecting IdentityCheck to Flowla, you enjoy an array of benefits designed to optimize your workflow:

• Enhanced Security: Ensure all parties involved in a transaction are securely verified, minimizing fraud risks.
• Streamlined Onboarding: Reduce the time and effort required for client onboarding through automated identity checks.
• Regulatory Compliance: Meet stringent KYC requirements effortlessly, providing peace of mind to both buyers and sellers.

Furthermore, the integration has proven successful across various industries. For instance, Guardian Tax Solutions leveraged IdentityCheck to cut onboarding time by 90%, showcasing the potential for significant efficiency gains.

Setting Up the Integration

1. Log in to your Flowla account.
2. Navigate to the ‘Integrations’ section from the main menu.
3. Select IdentityCheck from the list of available integrations.
4. Follow the on-screen instructions to authenticate and authorize the integration.
5. Configure the ID verification options to suit your specific business requirements.
6. Start using IdentityCheck within your Flowla workspace to verify identities seamlessly.

How It Works in Flowla

Once integrated, initiating an identity check in Flowla is simple. For example, when a new client attempts to access a shared document, IdentityCheck automatically prompts them to verify their identity. After a successful KYC check, they gain access, safeguarding sensitive information without introducing friction into the transaction process.

Frequently Asked Questions

Where is user data stored?

IdentityCheck employs secure servers that comply with industry standards for data protection, ensuring that all user information is kept confidential and safe.

Can I customize the verification process?

Yes, IdentityCheck provides customizable options to tailor the ID verification process based on your specific needs and compliance requirements.

What happens if a verification remains incomplete?

If an identity check is incomplete, Flowla will notify you, allowing you to follow up and resolve any issues promptly.

Final Thoughts

Integrating IdentityCheck with Flowla not only strengthens security and compliance but also enhances overall efficiency. By streamlining identity verification within your transaction workflows, you ensure a more trustworthy and seamless deal cycle on Flowla.