Case Study: Guardian Tax Solutions cuts onboarding time by 90% with IdentityCheck from StackGo

Guardian Tax Solutions cuts onboarding time by 90% with StackGo

Guardian Tax Solutions, an accounting firm, faced significant inefficiencies in their client onboarding process, struggling with irrelevant form questions, a lack of customization, and time-consuming manual verification. These challenges cost them thousands of dollars and created errors. To address this, they turned to the vendor StackGo and implemented its IdentityCheck solution.

StackGo's IdentityCheck provided fully customizable forms, automated ID verification, and seamless integration with the firm's XPM software. This solution dramatically reduced onboarding time from one hour to under five minutes per client, achieved a 95% first-time completion rate, and delivered an impressive 15-20x return on investment for Guardian Tax Solutions.

Guardian Tax Solutions