Frequently asked questions

Verito is built exclusively for tax and accounting firms. We pair dedicated private servers with comprehensive remote IT management, giving you complete data isolation, enhanced security for sensitive financial data, industry-specific compliance support, consistent high performance during peak tax seasons, and 24/7 expert IT management and support.

Verito provides three main services: VeritSpace (dedicated private server hosting), VeritGuard (remote managed IT services), and VeritComplete (combined package of VeritSpace and VeritGuard).

Yes! Our services are designed to be cost-effective for firms of all sizes. We offer scalable solutions that grow with your business, no upfront hardware costs, predictable monthly expenses, enterprise-level capabilities at small-business prices, and flexible service options to meet specific needs and budgets. Learn more about our IT support for small firms.

Cloud hosting provides dedicated private server hosting specifically designed for tax and accounting firms. Unlike shared hosting, your data and applications run on hardware used exclusively by your firm, ensuring maximum security and performance, complete data isolation, customizable configurations, and enhanced compliance capabilities.

Our cloud hosting supports virtually all Windows desktop-based software, including QuickBooks, Drake, Sage, Thomson Reuters suites, Wolters Kluwer applications, ProSeries, and CCH ProSystem fx Tax. Note: ATX is currently the only exception and cannot be hosted on our platform.

Your data is stored in state-of-the-art, enterprise-grade Tier 3 and Tier 4 data centers located in Chicago (primary) and Ashburn (backup). This setup supports our 100% uptime guarantee and robust disaster recovery.

We back up your data four times a day to two separate locations, with 60 to 90 day retention and secure offsite storage. Learn more about our managed backup services.

Absolutely. You bring your own licenses, and our cloud hosting provides the secure, high-performance infrastructure to run them. This works for QuickBooks and your other tax and accounting applications, including their add-ons.

Yes. Our cloud hosting supports full multi-user mode, so your whole team can work in the same software at the same time from different locations. Pricing is per user, so you add seats as your firm grows. See our hosting pricing.

Not at all. E-filing works exactly the same way in the cloud as it does locally. Your tax software connects to the IRS and state systems directly from your hosted environment with no extra steps.

Managed IT provides comprehensive IT management including 24/7 monitoring and system management, proactive maintenance, software updates and patch management, cybersecurity services, help desk support, network optimization, data backup management, IT strategy consulting, and vendor management.

We employ multiple security measures including advanced threat detection, next-generation antivirus, multi-layer encryption, regular security audits, employee security training, compliance management, advanced firewall protection, vulnerability assessments, device protection, and incident response planning.

For critical issues, we typically respond in under 60 seconds. Our remote setup often resolves problems faster than traditional on-site support.

Managed IT specializes in remote management, offering the same level of support and security as on-site services but with greater flexibility and cost-effectiveness. Our solution is tailored to the unique needs of tax and accounting firms, ensuring compliance and data security.

Our managed IT services provide improved operational efficiency, reduced downtime, enhanced security, freedom to focus on core business activities, consistent excellence in IT management, cost-effective solutions without on-site visits, and rapid response times for technical issues.

Our Managed IT services include 24/7 monitoring, proactive maintenance, security updates, comprehensive backup solutions, disaster recovery planning, help desk support, cloud services management, vendor coordination, compliance assistance, and strategic IT consulting. We offer tiered service packages tailored to accounting firms of different sizes.

Maintaining advanced IT infrastructure in-house is not feasible for every business. Partnering with managed service providers helps save cost, simplifies complex processes, provides disaster management, and enhanced response time. Learn more about our IT support for small firms.

Our team manages all aspects of maintenance including system updates, security patches, software upgrades, hardware monitoring, and performance optimization.

Yes. Our co-managed IT model works alongside your internal IT staff. You choose the functions you want us to handle, your team keeps control of the rest, and we give them the lift they need during busy periods.

You connect through a secure Remote Desktop (RDP) connection using the free Microsoft Remote Desktop app on Windows and Mac, plus apps for iPad, iPhone, and Android. Sign in with your credentials and your applications and files open just like they would on a local computer, from anywhere. Get started today.

Yes! Using the Microsoft Remote Desktop app, you can work from an iPad and other tablets, iPhone, and Android devices, with full access to your applications.

Printing is seamless. Your local printer can be easily mapped to the cloud, making the experience identical to printing from your local machine.

Moving files is as simple as drag-and-drop, just like moving files between drives on your local computer.

Yes. We offer a free trial of VeritSpace cloud hosting so you can experience it firsthand. The free trial covers hosting only. For managed IT, talk to a specialist for a guided demo and consultation.

Yes. We handle the entire migration for you, including data transfer, software installation, user setup, and testing. Most firms are up and running in 24 to 48 hours with minimal disruption to daily work. Get started today.

Yes. Our managed IT team remotely troubleshoots network printers and scanners. If a device is not connecting or printing correctly, we can diagnose and fix it without an on-site visit.

We support various compliance requirements including IRS requirements for tax preparers, GLBA (Gramm-Leach-Bliley Act), WISP requirements, state-specific regulations, and industry-specific security standards.

Yes! We take a practical, compliance-first approach by implementing necessary security measures and procedures, documenting existing practices into your WISP, providing ongoing support to maintain compliance, conducting regular reviews and updates, and adapting to new regulatory requirements. You can also purchase a WISP template to get started.

We implement enterprise-grade security measures including SOC 2 Type II certification, GLBA compliance, multi-layer security protocols, advanced encryption, regular security audits, and 24/7 monitoring.

Our data centers maintain SOC 2 Type II certification, and our infrastructure is designed to help you meet IRS Publication 4557, FTC Safeguards Rule, GLBA, and state-specific requirements for tax and accounting professionals.

Yes. We provide compliance reports, security documentation, and audit support. Our team can help prepare documentation showing your firm's security measures for regulatory reviews or client due diligence requests. Contact us for details.

No, we don't require long-term contracts. We operate on a monthly basis, allow flexibility to adjust services as needed, believe in earning your business every month, and provide freedom to scale up or down.

Base pricing includes core service features, 24/7 support, regular backups, security monitoring, and basic storage allocation. View our pricing page for detailed information.

Our cancellation process is straightforward: 30-day notice required, no hidden fees, full data backup provided, assistance with migration, and prorated refunds available for annual plans within first 6 months. Learn more about our data portability commitment.

Yes! Annual billing includes a discount compared to monthly payments. Contact us for current pricing and to discuss the best option for your firm.

Our pricing scales with your needs. Add users, storage, or applications as you grow. There are no penalties for scaling up or down, and changes take effect on your next billing cycle.

We offer a 30-day money-back guarantee on all services. If you do not see measurable improvement in speed, uptime, or support response, we will refund every penny. Get started today.

Managed IT is priced per device, and every plan covers the devices your team uses. Essentials and Pro include 1 device per user, and Elite includes 2 devices per user. Need more? We can customize a plan. See bundle pricing.

We offer comprehensive support through multiple channels: 24/7 phone support for urgent issues, ticketing system for non-urgent requests, live chat for quick queries, self-service knowledge base, and no limit on support hours or tickets. Contact us to learn more.

Most firms are up and running in 24 to 48 hours. We set up your server, migrate your data (time varies with volume), and handle configuration. Larger or more complex migrations may take a little longer. Get started today.

Our team handles everything: server setup, data migration, application installation, and configuration. We provide training for your team and remain available for questions during the transition period. Schedule your onboarding.

Yes. We include onboarding training for all users and offer ongoing training sessions as needed. Our support team is also available to walk through any questions you have about using the platform.

Our support team is available 24/7/365. Critical issues are addressed immediately regardless of time, and we maintain the same under-60-second response time around the clock. Contact support.

We back our service with a 100% uptime guarantee, supported by enterprise-grade Tier 3 and Tier 4 data centers in Chicago (primary) and Ashburn (backup), with robust disaster recovery.

We give you dedicated resources and consistent performance through peak filing periods, so there are no slowdowns when it matters most. Support runs 24/7 year-round, with a priority queue during tax season. Tax software hosting and managed IT keep your firm running through busy season.

Both. Many providers only support the server infrastructure. Our team provides application-level support too, including troubleshooting, multi-user setup, and workflow guidance, as part of our managed IT and support channels.