Accounting practices
Turn a new client into a ready-to-work record.
1
Client created in CRM
2
2Verify onboarding is sent
3
Approved data returns to FYI or Xero
No duplicate client setup
Connected client onboarding
Your client data, already where it belongs.
Start onboarding from the systems your team already uses. When the work is complete, 2Verify sends the clean client record, documents and status back—without another round of data entry.
No double handlingNo integration setup for your staffMapped to your process
Live workflow
New client onboarding
Trigger
New client created
HubSpot · 9:42 am
Action
Onboarding sent
2Verify · 9:42 am
Completed
Verified record returned
Contact · entity · ownership · risk status
One workflow. No copying, CSV juggling or status chasing.
Your existing stack
Connect the tools already running your practice.
From CRM and practice management to spreadsheets and team alerts, we map the connection around how your people already work.
HHubSpot
SSalesforce
LLEAP
FYIFYI
XXero
CClio
KKarbon
MMagicSales
GGoogle Sheets
MMicrosoft 365
SSlack
+Your system
Connection scope depends on the triggers and actions supported by each system. We confirm the workflow before setup.
Ready-to-map workflows
Start with the hand-off that costs you the most time.
You don’t need an integration project. Pick the moment your team is re-keying, chasing or checking status, and we’ll build the automation around it.
Legal practices
Open the matter after the checks are complete.
1
Matter reaches onboarding stage
2
Identity and entity checks run
3
LEAP card or matter is updated
A clean compliance hand-off
Operations teams
Put exceptions in front of the right person.
1
A risk flag needs review
2
The owner is notified automatically
3
Status syncs back after approval
Less chasing and inbox noise
Managed automation
Powerful in the background. Simple for your team.
2Verify connects to the CRM, practice-management and operational systems around your team. We configure and manage the workflow, so your people stay inside the tools they already know.
We map fields and workflow rules
We test the connection with real-world client structures
We monitor the hand-off and adjust it as your process changes
Into 2Verify
New client or matter
Contact and entity data
Responsible partner
Back to your system
Verified client record
Risk and approval status
Document links and dates
CRM, practice management and moreManaged by 2Verify
From idea to live workflow
One conversation. One useful connection.
01
Show us the hand-off
Tell us where client data starts, where it needs to finish and what your team does in between.
02
We map and configure it
We define triggers, fields, approvals and exception rules around your existing process.
03
Test, launch, improve
We validate the workflow with representative clients before it becomes part of daily work.
Bring the stack you have
Stop retyping the client you just verified.
Show us the systems your team uses today. We’ll map the first workflow that gives the time back.