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Sending an identity verification
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Back to home
Annature Help Center
Identity verification
Getting Started
Envelopes
Envelope Basics for Senders
Envelope Basics for Recipients
Document Fields
Envelope Authentication
Templates
Message Templates
Labels
Advanced envelope features
Automatic reminders
Envelope Preferences
Identity verification
Sending an identity verification
Completing an identity verification
Address book
Personalise & Branding
Your Account
Your Organisation
Integrations
Xero
Xero Practice Manager
FYI
Xplan
Close CRM
HubSpot CRM
Microsoft Entra ID (Azure Active Directory)
Worksorted
Google Chrome Extension
Settings
User account settings
Organisation settings
Groups
User Management
Email Notifications
Billing
Developers
Add-ons
Security
Compliance
Data Security
Security Tips
FAQs
General FAQ's
Team members and groups
Envelope FAQ's
Identity verification FAQ's
Billing FAQ's
Identity verification
This category explains how to verify your clients' identities and meet the Tax Practitioners Board (TPB) Proof of Identity guidelines.
Sending an identity verification
How does Identity verification with Annature work?
Create an Identity verification for your client
Biometrics check
Require tax details
Accessing a completed Identity verification
Download reports
Purge/destroy sensitive information
Identity Verification troubleshooting & support
Enable Identity Verification add-ons
See more
Completing an identity verification
Verify your identity through Annature
