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Walkthrough: verify clients when you tag them in TaxDome

For accounting practices: how the StackGo and TaxDome integration verifies a client's identity, step by step: one Zap: a kyc tag starts Create Verification; add the kyc tag to the client in TaxDome; on the client’s phone, a few minutes, nothing to type; stackGo emails your team when the check is complete; the result and the full report in StackGo.
  1. 0:00Start the check in TaxDome
  2. 0:24The client verifies on their phone
  3. 0:44The result comes back

How a client ID check works with TaxDome

  1. One Zap: a kyc tag starts Create VerificationA one-off set-up before your first check: one Zap, built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
  2. Add the kyc tag to the client in TaxDomeAdd the kyc tag on the client’s contact and save. A new client can be tagged as the contact is created.
  3. On the client’s phone, a few minutes, nothing to typeEverything happens on the client’s own phone, from the email StackGo sends.
  4. StackGo emails your team when the check is completeStackGo emails your team the result as soon as the check is complete.
  5. 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 TaxDome integration page.

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