Firmcheck has released several new features over the past few months to help you meet the latest requirements. We’d love to take you through these updates so you’re fully prepared to meet the standard.
Your first step is to make sure all your limited companies are imported into Firmcheck.
Next, check that each individual has an email address saved, this allows you to use our bulk actions feature.
Click on Actions
Select Bulk update client details
This will download your client list as a CSV file. You can update the emails directly in that file, then re-upload it to Firmcheck.
Once you’ve bulk updated your emails, you can now send checks in bulk! 🎉
From People, click Actions → Bulk send verifications.
Then, apply the following filters:
Client connections: Companies House
Verification Gaps: Missing identity and proof of address
Cryptographic status: Not started
This will generate a list of people who meet these criteria. From there, select who you’d like to send both a biometric and a cryptographic check to.
When ready, click Start verification flow and follow the prompts.
Once your clients are invited, they’ll complete a biometric check, followed by a cryptographic check.
You can monitor their progress under Work → Verification requests.
We have the following video, which can be shared to guide your clients through the process ⬅️
When the verification is complete in Firmcheck, log in to your ACSP portal and declare the check as completed with Companies House.
Companies House will then send a personal code directly to your client.
Your client should share this code with you, and you can store it in Firmcheck under the Companies House Information section of their individual profile.
Once your clients receive the request, they’ll complete a biometric check, followed by a cryptographic check.
You can monitor their progress under Work → Verification requests.
We have the following video, which can be shared to guide your clients through the process ⬅️
When the verification is complete in Firmcheck, log in to your ACSP portal and declare the check as completed with Companies House.
Companies House will then send a personal code directly to your client. Your client should share this code with you, and you can store it in Firmcheck under the Companies House Information section of their individual profile.
Companies House has not allowed tech partners to integrate for ID verification.
Once you’ve submitted the verification to Companies House and added the personal code to Firmcheck, your ID verification is complete! 🎉
For more detailed guidance, check out our help articles here:
👉 Companies House ID Verification Help Centre
You can also watch our recent product webinar, which walks through the process step-by-step:
🎥 Watch the webinar
If you need additional help, please reach out via the in-app chat bubble — our team is happy to assist.