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DynaTax AI

Identity verification

Know who is on the other end of the upload.

Start 14-day free trial

Included in: Professional plans

Verify a client's identity before sensitive documents change hands.

Know who is uploading

Confirm a client is who they say before sensitive documents move.

A record of the check

Verification status is stored against the client.

Fits your onboarding

Verify at the point where the relationship becomes real.

How it works

  1. 1

    Request verification

    The client is prompted to complete the check.

  2. 2

    They verify

    Identity is checked against their document.

  3. 3

    Status is recorded

    You see verified, pending or not started against the client.

Identity verification questions

Verification returns a status; the check itself is handled by the verification provider.
No. It is there for engagements where you want the assurance before sharing.

Works with

AI tax research

Ask a complex tax question and get an answer citing the code, regulations and IRS guidance.

Firm management

Members, roles, engagements and a view of who is carrying what across the practice.

Team chat

Internal chat per firm and per client engagement, separate from what the client sees.

Try identity verification free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.