- Annature Help Center
- Integrations
- Xero Practice Manager
Create an Identity Verification for Xero Practice Manager clients
Set up identity verification for your Xero Practice Manager clients.
From the Xero Practice Manager integration page, click on the Open button next to the client you want to create an identity verification for.
Under Identity verification, click Create verification.
A pop-up will appear with all of your Xero Practice Manager client's details already filled out. Once everything is set, simply click Create to finish the process.
Check out this help article to learn more about creating Identity verification.
Once the identity verification is completed, a copy of the certificate of verification will be pushed to Xero Practice Manager and added to the client's documents tab.
