Seamless Integration of IdentityCheck with Cliently

Discover enhanced client relationship management by integrating IdentityCheck with Cliently. Known for automating relevant gig discoveries for freelancers, Cliently’s mission is to streamline your business operations with intelligent, web-based solutions. With features including opportunity insights and workflow management, Cliently integrates smoothly with IdentityCheck to supercharge your tasks with robust ID verification processes.

Why Connect IdentityCheck to Cliently

Integrating IdentityCheck with Cliently delivers several poignant benefits:

• Enhanced ID Verification: Secure your engagements with real-time identity verification, ensuring every client interaction is legitimate and trustworthy.
• Streamlined Onboarding: Automatically verify identities during client onboarding within Cliently to save time and reduce manual efforts.
• Compliance Assurance: Easily manage KYC checks to comply with industry regulations effortlessly.

See how IdentityCheck transformed operations at Wardle Partners in accounting, achieving substantial ROI and efficiency gains with automated identity checks.

Setting Up the Integration

1. Log into your Cliently account.
2. Navigate to the “Integrations” section in the settings menu.
3. Select IdentityCheck from the list of available integrations.
4. Enter your IdentityCheck API key when prompted.
5. Configure settings as per your identity verification needs.
6. Save changes to activate the integration.

How It Works in Cliently

Once set up, IdentityCheck automates ID verification within Cliently by embedding a straightforward identity check process into the client management workflow. For instance, when onboarding a new client, IdentityCheck automatically prompts a KYC check, ensuring a verified and compliant engagement before moving forward.

Frequently Asked Questions

Where is the identity verification data stored?
All data is securely stored in compliance with data protection regulations and is accessible from within your Cliently dashboard.

Can I customize the ID verification process?
Yes, IdentityCheck offers customizable workflows to fit your business needs and client management processes within Cliently.

What happens if an ID verification is incomplete?
Should a verification remain incomplete, Cliently will notify you to take manual action or retry the process.

Final Thoughts

Integrating IdentityCheck with Cliently not only amplifies your client management efficiency but also ensures compliance and security through reliable ID verification processes. Enhance your business operations today by securing your client interactions with this seamless integration.