A Clear Roadmap for Accounting Firms
Date: Thursday, 20th Nov
Time: 12:00–1pm
Stripe Identity lets you confirm the identity of clients so you can prevent attacks from fraudsters while minimizing friction for legitimate customers.
Get it right the first time, every time!
No credit card required.
Verifying clients is a requirement for all Tax Agents & BAS Agents. Powered by Stripe’s identification tool, Seamlss helps firms keep critical data organised and protected, while also providing a convenient way for customers to supply sensitive information.
Step 1 : Input or import client basic details from Zapier.
Step 2 :Send request data collection forms, verification request & engagement letter to be signed.
Step 3 : Save data collected, verify and send XPM.
Clients will receive an email that will direct them to login from a secure portal where they upload all the information for you to review and verify.
Powered by global payments gateway tools Stripe Identity enables your firm to confidently, securely, and quickly verify your user’s identity documents.
Clients do the heavy lifting, saving your team time by minimizing tedious administration tasks, eliminating human error, and enhancing productivity.
All Seamlss data is located in Australia, managed to Australian data laws. Transactions are handled via direct bank grade SSL security.
Stripe Identity is built on the same technology that Stripe uses to verify millions of global clients. It's a critical part of their global Know Your Customer (KYC) process, risk operations, and more.
Connect with Stripe Verify, Xero Practice Manager and Zapier to automate your client data flow.
Make it easy for clients to prove their identity at onboarding while fulfilling a crucial part of your compliance requirements.
Intuitive Interface makes it quick to set up, requires no end-user training making user experience more rewarding.
Seamlss is the easy way to onboard your clients, verify them, and keep them compliant. Onboarding takes minutes, verification takes seconds, and compliance takes care of itself.
Using Seamlss allows firms to quickly and easily verify clients with Seamlss or via Stripe Identity.
Connect to Xero Practice Manager and Zapier to have client data flow through the onboarding process with just a few mouse clicks. If you use XPM, Seamlss reduces data entry time and keying errors.
Give us your feedback and requests so we can make the things you need faster. Contact us here to provide feedback.
There are multiple ways firms can choose to confirm identity through Stripe, including:
Verify the authenticity of ID documents: Stripe will typically review images of government-issued photo ID to ensure that the document is authentic. Identity verification technology looks for patterns to help determine if an ID document is real or fake. This process is like a bank teller checking your ID document to confirm that it’s real.
Match clients ID with photos of their face: Stripe will review photos of their face that they provide to use to confirm that the photo ID belongs to them. Stripes automated identity verification technology uses distinctive physiological characteristics of your face (known as biometric identifiers) to match the photos of clients’ faces with the photo on the ID document. This process is similar to a bank teller confirming that the photo on your ID document is you based on your appearance —but it’s higher-tech and a more accurate way to identify clients as unique people.
Validate client’s ID number against global databases: Stripe will collect a client’s name, date of birth, and government ID number, and check this information against a global set of databases to confirm that it exists.
Date: Thursday, 20th Nov
Time: 12:00–1pm