Optimising Client Verification Processes with Seamlss
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- Опубликовано: 7 окт 2024
- Welcome to the final session of our Seamlss Quick Wins Webinar Series! In this 15-minute webinar, we delve into the crucial process of client verifications. Perfect for accounting professionals, this session offers practical insights and techniques to streamline and secure your verification process.
🔍 What You'll Learn:
✅ Automated Re-Engagement: Discover how Seamlss can streamline your annual client re-engagement process, saving you time and effort.
✅ Client Detail Confirmation: Learn how to easily confirm client details and keep your records accurate and up-to-date.
✅ Signed Engagement Letters: Simplify the process of getting signed engagement letters from your clients.
✅ Secure Verifications: Understand the importance of secure, two-factor authenticated verifications to protect sensitive client data.
📋 Key Takeaways:
📱 Visual Identity Verification: How to perform visual identity checks with Seamlss.
📄 Source Document Verification: Learn the importance of verifying client details against ATO data using source documents.
📷 DVS Verification with Stripe: Watch a demo of the Document Verification Service (DVS) process with Stripe, ensuring seamless and secure client verifications.
🛡️ Secure and User-Friendly: Experience how Seamlss keeps the verification process secure and user-friendly, designed for both desktop and mobile users.
🔗 Watch the Demo:
See a live demo of performing a client verification using Seamlss and Stripe Identity. Witness the ease and security of the process, ensuring your client data remains protected.
📅 Date Recorded: July 05, 2024
🕒 Duration: 11 minutes
💡 Why Watch:
🌟 Gain insights into optimizing your client verification process.
🌟 Learn from industry experts and real-world examples.
🌟 Discover quick wins to improve efficiency and security in your firm.
Whether you are an accounting firm owner, tax professional, or client manager, this webinar will equip you with the tools and knowledge to streamline your client verifications and enhance your overall process.
