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Walkthrough: verify a client from your Xero contacts

For accounting practices: how the StackGo and Xero integration verifies a client's identity, step by step: find the client’s Xero contact in StackGo; on the client’s phone, a few minutes, nothing to type; the result and the full report in StackGo.

How a client ID check works with Xero

  1. Find the client’s Xero contact in StackGoOn Direct Verification in StackGo, search your Xero contacts, click Fill, then Verify.
  2. On the client’s phone, a few minutes, nothing to typeEverything happens on the client’s own phone, from the email StackGo sends.
  3. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the Xero integration page.

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