Client Identification Into Practifi
A challenge we have is getting Client Identification into Practifi. right now we are using Secure email and having clients take picture of their ID's, then cropping them, and then uploading them to Reference Documents.
We would like to be able to integrate programs like Jumio or other programs that clients can scan a QR code with their computer, go to a link, and be able to directly upload to that software, and then the information is transferred over to Practifi. This would save a lot of time and frustration.