Platform — Athenty Snap
Verify anyone, without leaving the page
Athenty Snap is a free browser extension that detects identity information on any web page and lets you submit a verification request in one click — no copy-paste, no tab switching, no interruption to your workflow.
How it works
Snap works on any page, with any tool
Open a client profile in your CRM, Snap detects the identity fields automatically. One click sends a verification — without leaving the page.
Automatic Detection
Instantly scans every page for names, email addresses, and phone numbers. The icon lights up the moment identity fields are found.
Client Matching
Automatically searches your Athenty client records for a match. See an existing client profile alongside detected fields before you submit.
IDV and KYC in One Click
Submit a Smart IDV or Smart KYC verification request directly from your browser — without opening a new tab or leaving your workflow.
Secure by Design
Tokens stored in encrypted browser session storage — never synced to your Google account. Page content is processed locally and never transmitted.
Automatic Detection
Instantly scans every page for names, email addresses, and phone numbers. The icon lights up the moment identity fields are found.
Client Matching
Automatically searches your Athenty client records for a match. See an existing client profile alongside detected fields before you submit.
IDV and KYC in One Click
Submit a Smart IDV or Smart KYC verification request directly from your browser — without opening a new tab or leaving your workflow.
Secure by Design
Tokens stored in encrypted browser session storage — never synced to your Google account. Page content is processed locally and never transmitted.
30s
Setup time
From install to paired
1-click
To verify
IDV or KYC, your choice
All plans
Included free
Free, Pro, Business
0
Data transmitted
Detection is fully local
Works everywhere
A virtual integration with every tool you already use
Snap works directly on any web page — no API keys, no vendor approval, no IT project. If a client's name, email, or phone appears on screen, Snap can detect it and submit a verification in one click. That means instant, no-code compatibility with every CRM, practice management platform, and workflow tool you use today.
Legal
Clio · Smokeball · MyCase · PracticePanther · CosmoLex · and more
Real Estate
Follow Up Boss · kvCORE · LionDesk · Sierra Interactive · Wise Agent · and more
Mortgage & Lending
Encompass · Jungo · Velocify · Mortgage Automator · Filogix · and more
Insurance
Applied Epic · HawkSoft · Vertafore AMS360 · Agency Zoom · NowCerts · and more
Financial Services
Wealthbox · Redtail CRM · Salesforce FS Cloud · Envestnet Tamarac · Practifi · and more
CRM & General
HubSpot · Salesforce · Zoho CRM · Pipedrive · Monday.com · and more
These are independent third-party platforms. Athenty is not affiliated with or endorsed by any of the companies listed above.
How It Works
Up and running in under a minute
Athenty Snap pairs with your existing account using a one-time 6-digit code. After that, it works automatically on every page you visit.
Step 01
Install the extension
Add Athenty Snap from the Chrome Web Store or Firefox Add-ons in seconds.
Step 02
Pair with your account
Generate a 6-digit code in your Athenty dashboard under Settings → General. Enter it once in the extension.
Step 03
Browse normally
The extension runs in the background. When identity fields appear on a page, the icon turns colored and shows the field count.
Step 04
Verify in one click
Click the icon, review what was detected, select IDV or KYC, and hit Verify. Done — without leaving the page.
Privacy first
Page content never leaves your browser
Athenty Snap performs all detection locally. The text on a page is processed in your browser — nothing is sent to Athenty servers unless you explicitly click Verify. Only the data you choose to submit is transmitted, and only to your own Athenty account.
- All PII detection happens locally in your browser
- Tokens stored in encrypted session storage — not synced to Google
- Each extension gets its own scoped token
- Revoke any paired extension individually from your dashboard
- 15-minute access tokens with automatic background refresh
Scoped, revocable access
Extension tokens are scoped to verification and client operations only. They cannot access billing, org settings, or user management. Revoke any extension from your dashboard instantly — without affecting other integrations or users.
Available now
Install Athenty Snap — free on all plans
Available for Chrome, Edge, and Firefox. Pairs with your Athenty account in under a minute.