For Accountants & Bookkeepers
PRACTICE MANAGEMENT PORTAL
for accountants & bookkeepers
| Manage your practice and access clients’ books Discounted software and services for you and your clients Gain exclusive benefits (billing options, revenue share etc) Unlimited support inc. training & data migration Veryfi accreditation badge for your site to drive leads Exclusive listing on Veryfi’s Trusted Advisor Circle to attract new business leads |
WHY VERYFI
Your clients trust you to make the right bookkeeping software decisions. We help you meet those needs. Veryfi is HIPAA, GDRP, & CCPA compliant. Uses machines for all bookkeeping automation like data extraction. This means Fort Knox security for you and your clients.
4.9, 1.8K Ratings
Customers Love Veryfi. See what they have to say on:
– Customer Stories
– Capterra (Gartner)
– G2 Crowd
Unlimited Document OCR, Unlimited File Storage (for tax & project documents) and Unlimited custom Reporting. No headaches. No worries. Use it 24×7 without counting storage or looking at your usage meter.
Different Categories of Data Extraction Software
COMMON QUESTIONS
How long does it take for Veryfi to process my items?
Instant. No waiting or processing queues, instant data extraction without templates, vendor identification from logos, trained tax categorization and fort knox security. Veryfi achieves this feat through the use of machine powered backoffice with Artificial Intelligence (AI) and Optical Character Recognition (OCR).
Unlimited Plans? That’s crazy!
Yes. Unlimited everything! Unlimited Document OCR, Unlimited File Storage (for tax & project documents) and Unlimited custom Reporting. No headaches. No worries. Use it 24×7.
Is Veryfi Secure?
100% Yes. Veryfi is CCPA, HIPAA and GDPR compliant. Our data extraction is 100% machine powered so only you and your accountant (should you invite them) ever see your personally identifiable information (PII) data. Security at Veryfi describes more granular measures we put in to protect your data-privacy.
How should my client invite me to their account?
They simply add you to their Team (inside Veryfi) and you will receive an invite via email. Instructions: https://www.veryfi.com/features/invite-your-accountant/
Is Veryfi approved by the tax authorities in my country?
Yes. Digital copies of receipts & invoices are accepted by the Australian Taxation Office (ATO), the Canada Revenue Agency, HM Revenue & Customs (HMRC), the Internal Revenue Service (IRS), the Irish Revenue, the New Zealand Inland Revenue & most other tax authorities.
Questions? Give us a call. No sales pitch, just answers.
+1 (650) 336-8453
SCHEDULE A DEMO
All this in the ONE Place.
30 sec to get going. No credit card required.