Add Another Account Feature: Client Flexibility Mid-Verification for Public Sector

What’s New

Truv has enhanced the order landing page to allow clients to add additional income sources or financial accounts in real time, without restarting the process or requiring a new request.

How It Works

With the updated workflow:

• Clients access a pre-populated landing page that reflects income sources already shared with the caseworker.

• During the same session, clients can select “Add Another Account” to connect additional employers, payroll providers, or financial accounts.

• If more information is needed later, clients can return to the same landing page — no new link required — to view previously connected accounts and add new ones as needed.

Common Use Cases

This enhancement is especially helpful when:

• A client has multiple employers or supplemental income.

• A pre-filled employer is no longer active.

• Additional income is disclosed after verification begins.

• Income is deposited into a secondary bank account.

Benefits for Agencies

• More complete income data upfront

• Fewer documentation holds

• Reduced administrative back-and-forth

• Improved client transparency and control

Why It Matters

Delays in verification can slow access to critical benefits. By allowing clients to update or expand their income information in real time, agencies can move cases forward faster while maintaining accuracy and compliance.

The “Add Another Account” feature is available now to all Truv public sector customers. Please reach out to your Customer Success Manager to learn more about enabling or optimizing this workflow for your agency.