Hello
We recently launched our client onboarding and ID verification solution, integrated natively with Karbon. We automatically complete KYC/AML screening as required by regulators globally (E.g. ICAEW, ATO, TPB, etc.). It helps Accounting firms to save time, reduce the chance of errors, and streamline the client experience.
If you have a moment, we would love your feedback!!
Key features include:
- Simple trigger integrated right inside Karbon. No extra tabs open to or software to learn.
- Fully automated biometric ID verification (using government-issued ID and a selfie).
- Anti-Money Laundering screening (optional).
- Secure handling of personal information, tax file numbers, etc.
- Supports photo ID documents from over 230 countries.
- Requires no data entry by you or clients.
- Private by default, but secure access to all collected personal data as required.
- Fully customisable onboarding form with dynamic panels, e-signature, and file uploads.