IdentityCheck is a powerful identity verification solution that seamlessly integrates with Zoho Books to streamline the user verification process. With IdentityCheck, Zoho Books users can easily validate the identity of their customers, ensuring secure and compliant transactions.

Brief Description of IdentityCheck

IdentityCheck is a comprehensive identity verification platform that offers advanced tools for document authentication, facial recognition, and biometric verification. It helps businesses in various industries to enhance security, reduce fraud, and ensure regulatory compliance.

Possible Uses for Zoho Books Users

Zoho Books users can leverage IdentityCheck to verify the identities of new customers during the onboarding process. By authenticating customer IDs, passports, or driver’s licenses, Zoho Books users can prevent fraudulent activities and establish trust with their customers.

Setting Up IdentityCheck with Zoho Books

To integrate IdentityCheck with Zoho Books, follow these simple steps:

1. Sign in to your Zoho Books account.
2. Go to the “Settings” menu and select “Extensions.”
3. Click on “IdentityCheck” and follow the on-screen instructions to connect your IdentityCheck account.
4. Once connected, you can start using IdentityCheck for ID verification within Zoho Books.

Using IdentityCheck for ID Verification

To verify customer IDs using IdentityCheck within Zoho Books:

1. Access the customer details section in Zoho Books.
2. Select the customer you want to verify.
3. Click on the “Verify ID” button next to the customer’s information.
4. Follow the prompts to capture and verify the customer’s ID document.
5. Once verified, the customer’s identity status will be updated in Zoho Books.