Introduction

Payaca is a powerful tool designed for businesses to seamlessly manage professional quotes, invoices, customers, and pricing, all while facilitating smooth payment processing. By integrating IdentityCheck, users effortlessly enhance their KYC processes, ensuring more efficient and secure customer verification. This integration is ideal for businesses looking to automate identity verification with minimal disruption.

Why Connect IdentityCheck to Payaca

Integrating IdentityCheck with Payaca delivers several advantages. The integration aids in streamlining customer onboarding by automating identity verification steps, thereby reducing manual error and enhancing compliance. Additionally, it mitigates fraud risks by ensuring that all clients are verified before engaging with your services.

In one example, Wardle Partners significantly improved their efficiency, achieving a 5-10x ROI by saving 30 minutes per client and reducing costs by 50% with the help of IdentityCheck’s robust verification processes.

Setting Up the Integration

1. Log in to your Payaca account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen prompts to connect your IdentityCheck account using secure API keys.
4. Configure your verification settings within Payaca to tailor the identity checks according to your business needs.
5. Save the settings and test the integration with a sample customer.

How It Works in Payaca

After set up, IdentityCheck is integrated directly into your Payaca workflow. When sending a quote or invoice, an automatic identity verification request can be triggered, ensuring that the client’s identity is verified before further action is taken. For example, a financial advisor can use it to verify a new client’s ID before proceeding with tax advisement within the Payaca system.

Frequently Asked Questions

• Where is my data stored? Your data is securely stored in compliance with global data protection regulations, ensuring complete privacy and security.
• Can I customize the verification message? Yes, Payaca allows you to customize the verification message to align with your brand tone and messaging.
• What if someone doesn’t complete the ID check? You will receive a notification, and you can follow up with the client to ensure completion or facilitate alternate verification methods.

The Smart Way to Verify in Payaca

Integrating IdentityCheck into your Payaca account streamlines ID verification processes, saves time, and minimizes risks. By making identity checks an integral part of your billing and customer management system, you’re ensuring not only compliance but fostering trust and security with ease.