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Walkthrough: verify a client from a Karbon work item

For accounting practices: how the StackGo and Karbon integration verifies a client's identity, step by step: send the verification from the Karbon work item; on the client’s phone, in a few minutes; the result lands back in Karbon; the result and the full report in StackGo.
  1. 0:00Start the check in Karbon
  2. 0:19The client verifies on their phone
  3. 0:39The result comes back

How a client ID check works with Karbon

  1. Send the verification from the Karbon work itemThe IdentityCheck task on the work item holds the check. Nothing is sent until someone clicks Send Verification. For an AML check, add a note tagged <aml>.
  2. On the client’s phone, in a few minutesEverything happens on the client’s own phone, from the email StackGo sends. For an AML check, your compliance form usually comes first.
  3. The result lands back in KarbonThe task shows the result, and a note on the contact records it.
  4. 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 Karbon integration page.

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