Getting Started With Realm ID

Your Quick Start Guides

How to Register an Account

Learn how to register your account in Realm ID

How to Update Company Information

Learn how to update the information in your company profile

How to Update Personal Information

Learn how to update your details such as your contact and banking information

How to Send Invites

Learn how to invite others to register a digital identity and join your ecosystem

How to Purchase Bundles

Learn how to purchase signature or identity bundles in order to issue them to users

Understanding Your Bundle Usage

Learn how to use signature and digital ID credits within your profile

Troubleshooting Bulk Invites

Learn how to troubleshoot any potential issues with the csv file for bulk invite uploads

How to Purchase Bundles

Learn how to purchase signature or identity bundles in order to issue them to users

Understanding Your Bundle Usage

Learn how to use signature and digital ID credits within your profile

What is Realm ID?

Realm ID is an application that allows you to capture your own information against your profile almost like a digital fingerprint of your own personal or company information. You own your own data, manage it and control it, giving you ownership and control of your digital identity.

What can I do with my Realm Digital ID

You are able to upload and store your own documents against your profile. In the very near future these documents and selected information against your profile can be shared directly from the application. You choose what to share with whom and for how long. RealSign is a signature tool that is built within the application meaning you can sign any documents electronically.

What is Realm Digital ID for Peresoft?

Your current client ID that resides directly in Peresoft Cashbook within the Sage 300 ERP environment will be “connected” to your Realm Digital ID. Once the link has been established editing and updating of your client ID can only be performed by you the new Realm Digital ID owner. This means if you need to change banking details or your address this is only ever done in Realm ID giving you ownership of your own data.

So how does the connection between Realm Digital ID and Peresoft work?

When a payment is loaded within Peresoft cashbook a validation check is done against the Realm ID to ensure the profile information and banking details match. A further match is done when the batch processing is triggered. Any failed matches trigger a notification to the Digital ID owner. The transaction will remain in pending state until resolved, once resolved the transaction will be reprocessed.

The Problems We Solve

Closing the Gaps That Hold Businesses Back

Fraud & Impersonation

From payroll fraud to AI-driven deepfakes, businesses face mounting threats. Realm Digital ID combines verified identity with tamper-proof digital signatures, ensuring only the right people can access systems, approve payments, or sign contracts.

Inefficient Processes

Paper forms, manual verification, and wet signatures waste time and money. Realm replaces these outdated steps with frictionless, digital-first workflows—cutting costs, speeding up transactions, and giving you full audit trails every step of the way.

Poor Customer & Employee Experience

Long onboarding forms, repeated identity checks, and fragmented systems frustrate users. Realm solves this with a “verify once, transact anywhere” approach, pre-populating forms and enabling one-click transactions to keep experiences fast, seamless, and user-friendly.

"It’s the future. It’s the way everyone will go, while securing the payment transactions."
Peresoft

Ready to Redefine Identity?

Empower your people, protect your processes, and unlock frictionless workflows with one secure, future-ready platform.