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Walkthrough: verify a client from Xero Practice Manager

For accounting practices: how the StackGo and Xero Practice Manager integration verifies a client's identity, step by step: tick KYC Command or AML Command on the client; on the client’s phone, in a few minutes; the result lands on the XPM client; the result and the full report in StackGo.
  1. 0:00Start the check in Xero Practice Manager
  2. 0:19The client verifies on their phone
  3. 0:39The result comes back

How a client ID check works with Xero Practice Manager

  1. Tick KYC Command or AML Command on the clientTick KYC Command for a KYC check, or AML Command for an AML check. Contacts on the client with an email address get their own check too.
  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 on the XPM clientThe result lands in the client’s custom fields within minutes of the check completing.
  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 Xero Practice Manager integration page.

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