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GoodWorks

Client &
Employee
Onboarding.

Structured onboarding workflows for GoodWorks Consult — from application intake through document verification, KYC review, and approval with automatic finance platform integration.

4
Onboarding Types
7
Workflow Steps
KYC
Verification
assignment Multi-step application workflows with progress tracking
upload_file Document upload, review & approval pipeline
verified_user KYC verification & compliance checks
hub Auto-pushes approved clients to Finance platform

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Access the GoodWorks Onboarding portal

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GOODWORKS ONBOARDING v1.0