Overview
🚀 The simplest way to onboard and verify clients — fully integrated with Xero Practice Manager.
IdentityCheck removes the friction from client onboarding, ID verification, and meeting compliance obligations.
Unlike other tools that require learning a new platform, IdentityCheck works inside XPM — no new software, no training, no extra support.
Try IdentityCheck free for 14 days — no credit card required.
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🇦🇺 Built for Australian compliance • Supports ATO / TPB Proof of Identity • Aligned with AUSTRAC AML/CTF obligations • Tranche 2-ready — ideal for firms preparing for expanded regulation
🇬🇧 UK (and global) compliance covered • Supports ICAEW AML obligations • ACSP-ready • Flexible workflows for UK/other based firms including POA, background checks, Companies House search, and multiple ID types.
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💡 Why firms choose IdentityCheck • One-click simplicity from within XPM “It’s been a well-oiled machine, so we’re loving it!” – Renee Atkinson, Maddens Partners • No new software to learn • Customisable forms for your workflow “We’ve reduced time spent per client from an hour to under 5 minutes.” – Angela Munoz, Guardian Tax Solutions • 90%+ client completion rates • Fast setup — live in minutes • Avg. support response time under 1 hour (and you'll need us less thanks to the simplicity!) • Privacy-first — no unnecessary data storage or access • Expert, responsive support “The StackGo team are great to work with… We estimated our ROI to be at least 5–10X.” – Kristy Douglas, Wardle Partners
Other tools may claim “seamless” experiences but often require platform switching or duplicated data. IdentityCheck is built for XPM — everything stays in one place.
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🔧 How it works
- Select a contact in XPM to trigger
- IdentityCheck sends a secure link
- Client completes a mobile-friendly process: • Upload ID • Capture live selfie • Biometric face match • PEP, Sanctions & Adverse Media check
- Results and audit trail saved in XPM
“Cutting time from 1 hour to under 5 minutes… a game-changer.” – Angela Munoz, Guardian Tax Solutions
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🎯 Key features
✔️ XPM integration • One-click checks from contacts • Results auto-saved to XPM • No re-keying • Supports trusts and complex structures
📝 Customisable onboarding forms • Collect TFNs or equivalents • Tailor fields to your process • Accept supporting docs (e.g. trust deeds) • Auto-trigger ID check on form submit • Ongoing support as needs evolve
🌐 Global-ready • Works in 200+ countries • Verifies 10,000+ document types • Supports 40+ languages “We’ve verified clients from 15 countries this month alone. No issues.” – UK-based firm
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Whether you’re preparing for AUSTRAC Tranche 2 AML/CTF in Australia, ICAEW AML in the UK, or elsewhere, IdentityCheck helps you stay compliant — with the most seamless, secure, and scalable solution for Xero Practice Manager.
Start your free 14-day trial today.

IdentityCheck + Xero
IdentityCheck integrates directly with Xero Practice Manager (XPM) to make verifying identity and onboarding clients as simple and secure as possible. There are two primary workflows:
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1️⃣ Verifying existing clients
We install a lightweight, custom trigger inside XPM. You simply check a box next to the contact you want to verify — no need to leave XPM. We automatically send them a secure email or SMS with a unique verification link.
The client completes a short mobile-friendly process using their government-issued photo ID and a live selfie. IdentityCheck performs biometric face matching and (optionally) PEP, Sanctions, and Adverse Media screening.
Once complete, the result is posted back into XPM — either as a verified status (default, no personal data stored) or with optional field and file write-back for practices that require data retention.
Key features for existing client checks: • Fully native one-click trigger inside XPM • Email/SMS delivery with unique ID links • Supports sending to multiple contacts within a client record • Bulk/batch processing to verify large numbers of clients quickly • Optional write-back of verified documents and structured data • Verified documents only accessible by authorised staff — under your full control • No data entry, no software to learn, no tabs open • Team training takes < 15 minutes
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2️⃣ Onboarding new clients
We provide your firm with a unique, branded onboarding form URL. You can embed it in your welcome email, proposal or contract software, or even publish it on your website.
Clients complete a short, dynamic form — which automatically adapts to handle complex structures (e.g. multiple individuals, family members, company directors, or trusts) without overwhelming them.
Once submitted, the system can: • Automatically trigger ID verification • Create or update XPM client records • Collect supporting documents with secure file upload • Verify sensitive data such as Tax File Numbers (with redaction), ABNs, ACNs, etc. • Dynamically place these steps before or after the ID check — depending on your flow
Key benefits for onboarding: • Fully customisable field options • Intelligent form logic reduces confusion and drop-offs • Automatically redirect clients from form → ID check • Avoids missed steps, saves time • E-signature ready and TFN-compliant • Built-in field validation to reduce errors
“IdentityCheck has transformed our onboarding process. We’ve reduced the time spent per client from an hour to under 5 minutes. The accuracy and efficiency improvements have not only saved us thousands but also positioned us for significant growth.” – Angela Munoz, Guardian Tax Solutions
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Whether you’re verifying existing clients for TPB, Tranche 2, or other compliance; or simplifying how you onboard new clients, IdentityCheck gives you a seamless, privacy-first solution — built specifically for XPM users.
Getting started
Get Started with Xero + IdentityCheck (Free Plan)
- Create your free IdentityCheck account (URL below)
- Choose the Free ($0/month) plan
- Skip the video
- Enter your Company Name (used in emails)
- Connect your Xero Practice Manager (XPM) account
- In XPM, open the Contact you want to verify
- Click KYC Command, then Save
- Within 1 hour, your Contact will receive an IdentityCheck link by email
- Results appear in your IdentityCheck dashboard and in the XPM contact record
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Client Verification Made Easy
Effortless Compliance with IdentityCheck: A Convenient and Speedy Solution

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Additional info
Shared data
Functions
CRM and marketingAccountant toolsIndustries
EducationProperty and realtyAccountingApp details
Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@stackgo.ioFollow
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