Case Study: Wardle Partners achieves 5-10X ROI and saves 30 minutes per client with IdentityCheck from StackGo

Wardle Partners saves 30 minutes per client and cuts costs 50% with StackGo

Wardle Partners, an accounting and advisory firm, faced challenges with a non-integrated, manual client identity verification process. Their previous solution required extra staff training, additional client coordination, and resulted in higher costs. To address this, they turned to StackGo's IdentityCheck service.

StackGo implemented its IdentityCheck solution, which integrated directly with the firm's existing Xero Practice Manager system. This streamlined the process into a single click, eliminating the need for extra software training and client calls. The results for Wardle Partners included a 50% reduction in costs, time savings of 30 minutes per client, and an estimated 5-10X return on investment, freeing up staff for higher-value work.

Wardle Partners