Introduction

Discover seamless integration with BigTime Software, a leader in time and billing solutions for professional services firms. Committed to improving productivity, BigTime boasts features such as time tracking, expense management, and invoicing, helping businesses efficiently manage and grow their operations. By integrating IdentityCheck, you add a critical layer of ID verification, ensuring all client interactions are secure and compliant.

Why Connect IdentityCheck to BigTime Software

Connecting IdentityCheck to BigTime Software enhances the platform’s capabilities by providing a reliable identity verification process. This integration ensures that every client transaction is authenticated, which is crucial for accounting and bookkeeping services. For instance, Wardle Partners experienced a significant ROI boost, saving valuable time and reducing costs by up to 50% with IdentityCheck. Embracing this integration not only enhances your compliance adherence but also streamlines your operations within BigTime.

Setting Up the Integration

1. Log in to your BigTime Software account.
2. Navigate to the ‘Integrations’ section from the dashboard.
3. Select ‘IdentityCheck’ from the list of available integrations.
4. Follow the on-screen prompts to connect your IdentityCheck account.
5. Configure the integration settings to align with your firm’s requirements.
6. Test the setup by verifying an identity through a mock client transaction.

How It Works in BigTime Software

Once the integration is activated, every new client entry within BigTime initiates an automatic identity check. For example, as you log billable hours or manage expenses for a project, IdentityCheck seamlessly verifies the client’s identity, reinforcing your practices against identity fraud. The entire process is user-friendly, and the results are instantly visible, ensuring no delay in client onboarding.

Frequently Asked Questions

Where is the identity verification data stored?

All identity check data is securely stored in IdentityCheck’s fortified cloud infrastructure, adhering to industry-standard security protocols.

Can IdentityCheck be customized to fit specific needs?

Yes, you can customize the KYC check procedures within IdentityCheck to suit unique business requirements and regulatory obligations.

What happens if an identity check is incomplete?

If an identity check is incomplete, you will receive immediate alerts, allowing you to take corrective action and ensure compliance.

Final Thoughts

Integrating IdentityCheck with BigTime Software empowers your service firm by fortifying its client verification process and streamlining operations. This integration is a vital asset for businesses aiming to enhance security and efficiency. Leverage IdentityCheck to elevate your firm’s identity management, ensuring secure and compliant client interactions within BigTime Software.