General
General
Learn about our services and what makes us different
Verito works only with tax and accounting firms. Your software runs on a dedicated private server, and the same team can also manage your firm's devices and security. Support is 24/7 year-round, a real person answers in under 60 seconds, and our techs already know Drake, Lacerte, UltraTax, and QuickBooks. We have delivered 100% network-wide uptime since 2016, with servers in SOC 2 Type II data centers. Every hosting tier meets the IRS Pub 4557 and FTC Safeguards baseline, and Pro and Elite plans on VeritComplete and VeritGuard include your WISP.
Verito offers three core services, each with Essentials, Pro, and Elite plans. VeritSpace is cloud hosting: your tax and accounting software on a dedicated private server, priced per user. VeritGuard is managed IT: 24/7 monitoring, automatic software updates, backups, and threat protection for your firm's computers, priced per device. VeritComplete combines both, priced per user, so the same team handles your server and your devices and an outage doesn't turn into a vendor handoff. Firms that just need the document can buy a WISP on its own: written for your firm and updated all year, $999 per year.
Yes. Verito serves over 1,000 tax and accounting firms, and our entry plans are built for solo and small firms. Cloud hosting starts at $69 per user per month, managed IT at $79 per device per month, and both together at $129 per user per month. Hosting and bundle plans add $100 per month for your firm's dedicated private server, and setup fees are listed on our pricing page. Those are annual-agreement rates, month-to-month billing is available at a higher rate, and every plan includes 24/7 support with no hardware to buy.
Verito was founded in 2016 and serves over 1,000 tax and accounting firms across the United States. We have delivered 100% network-wide uptime since 2016 on dedicated private servers. Firms rate us 4.9 out of 5 on G2, from 170+ verified reviews. Read what they say about working with us.
Yes. The Firm Ground™ is our free video series on accounting firm practice management. Episodes cover protecting client data, using AI responsibly, meeting FTC Safeguards and IRS Publication 4557 requirements, planning backups, and getting ready for tax season. We also offer a free WISP template, guides to the FTC Safeguards Rule and IRS Pub 4557, and a free self-serve compliance assessment. You do not need to be a client to use any of them.
The Firm Ground™ is a free educational video series on accounting firm practice management, presented by Verito and hosted by its CEO, Jatin Narang. Each episode runs 8 to 17 minutes and covers protecting client data, using AI responsibly, meeting FTC Safeguards and IRS Publication 4557 requirements, planning backups, and preparing your team for tax season. New episodes are released every few weeks. Every episode is free to watch on the Firm Ground page or on the Verito YouTube channel, with no registration required.
Cloud Hosting
Cloud Hosting
Dedicated private server hosting for your applications
Cloud hosting moves your tax and accounting software and files off the office computer or server. They run instead on a dedicated private server that Verito runs for your firm. Your team signs in with the free Microsoft Remote Desktop app on Windows, Mac, iPad, iPhone, or Android, and the software works just like it did on a local computer. Verito handles the software updates, backs up the server four times a day, and provides 24/7 support. VeritSpace hosts 2000+ tax and accounting apps.
Verito supports 2000+ Windows desktop applications, including QuickBooks, Drake, Lacerte, UltraTax, ProSeries, CCH ProSystem fx, Sage, and the Thomson Reuters and Wolters Kluwer suites. If it runs on Windows and you have a valid license, we can almost certainly host it. ATX is currently the only exception, because of vendor restrictions. Browse our hosted apps directory, or ask us about a specific program.
Your data is stored in SOC 2 Type II certified, Tier 3 and Tier 4 data centers in the United States. Chicago is the primary site and Ashburn is the backup. Data is replicated to the backup site with automatic failover, which supports our 100% network-wide uptime since 2016 and multi-site disaster recovery. See our data centers page or the Trust Center for details.
Your server is backed up automatically four times a day, with a copy kept offsite in a second location. Backups are kept for 60 to 90 days depending on your plan. We can restore a single file or your whole server from any backup in that window. Backups are included with every hosting plan. Learn more about our managed backup services.
Yes. You bring your own licenses and we run them on your dedicated private server. This works for QuickBooks, Drake, Lacerte, UltraTax, and your other tax and accounting applications, including their add-ons.
Yes. Your whole team can work in the same software at the same time from different locations, as long as your software license allows multiple users. Seats are priced per user, so you add people as your firm grows. Essentials fits 1 to 5 users, Pro fits 6 to 15, and Elite has no user cap. See hosting pricing for details.
No. E-filing works exactly the same way in the cloud as it does on an office computer. Your tax software connects to the IRS and state systems directly from your hosted server, with no extra steps. See tax software hosting for the programs we support.
We have delivered 100% network-wide uptime since 2016 on dedicated private servers. Our data centers are Tier 3 and Tier 4 rated, with a separate backup location for disaster recovery. If a server fails, we restore it from backup. See our data centers and Trust Center.
Essentials is $69 per user per month with 10 GB RAM, 100 GB NVMe storage, 2 app slots, and 60-day backup retention. Pro is $99 with 15 GB RAM, 150 GB NVMe storage, 6 app slots, and 60-day backup retention. Elite is $149 with unlimited RAM, 200 GB NVMe storage, unlimited app slots, 90-day backup retention, and a named account manager. Every tier includes a dedicated private server in SOC 2 Type II certified data centers, 24/7 support, multi-factor login, bank-level encryption, and backups four times a day. Prices are the annual-agreement rate, plus a $100 per month dedicated private server fee per firm.
An app slot is one application on your server. Multiple years of the same tax program count as one app, and accounting apps count individually. Browsers, Microsoft Office 2021, Adobe Reader, and document management software are complimentary and do not use a slot. VeritSpace Essentials includes 2 slots, Pro includes 6, and Elite is unlimited. Extra slots are $10 per month each.
Every server comes with Microsoft Office 2021 complimentary, and it does not count toward your app slots. We do not sell Microsoft 365 licenses. If your firm already uses Microsoft 365, you keep your existing subscription and licenses and can keep using it alongside your Verito server. Backup of your Microsoft 365 email and files is included on the Elite tier of VeritGuard and VeritComplete. If you want Verito to secure, back up, and manage your Microsoft 365 setup, see our Managed Microsoft 365 page.
Managed IT
Managed IT
Remote IT management, security, and support services
VeritGuard covers the devices your team uses. Every plan includes 24/7 remote support with under-60-second response, 24/7 monitoring, automatic security patches, advanced antivirus and threat detection, VPN access, encrypted device backup, and remote PC tune-ups. Pro adds email anti-phishing, staff security training, a password manager, WISP documentation, and an annual FTC Safeguards audit. Elite adds a 24/7 security team watching for threats, dark web monitoring, backup for Microsoft 365 or Google Workspace, and a bi-annual FTC Safeguards audit. See the full plan comparison on the managed IT pricing page.
Every managed IT plan protects each device your team uses with advanced antivirus and threat detection that stops ransomware and malware before they reach your files. Security patches install automatically, and encrypted device backups run daily so you can recover if something slips through. VeritGuard Pro adds email anti-phishing, staff training with simulated phishing tests, a password manager, and an annual FTC Safeguards audit. VeritGuard Elite adds a 24/7 security team that investigates alerts in real time and dark web monitoring for your firm's credentials. See the full picture on our cybersecurity for accounting firms page.
For critical issues, we typically respond in under 60 seconds. Our remote setup often resolves problems faster than traditional on-site support.
Everything is remote. Our team monitors, patches, and supports your devices over a secure connection, so there is no technician to wait for and no on-site visit to pay for. If a part physically fails, we diagnose it and tell you what to replace. Support is 24/7, year-round, and because we work only with tax and accounting firms, our technicians already know the software you run and the security rules your firm works under. Learn more about IT support for small firms.
We do. On every VeritGuard plan, security patches and software updates install automatically, and we monitor your devices 24/7 so problems are caught early. Each plan also includes remote PC tune-ups: once a year on Essentials, twice a year on Pro, and every quarter on Elite. You also get a monthly report on your devices.
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.
Managed IT (VeritGuard) is priced per device per month. Essentials is $79, Pro is $149, and Elite is $199. Standard pricing is based on an annual agreement. Month-to-month billing is also available at a higher rate. There is a one-time $100 setup fee per device, you can add devices at any time, and extra backup storage is $10 per 250 GB per month.
Essentials fits small firms without a dedicated IT person and covers the basics: 24/7 support, monitoring, automatic patching, advanced antivirus, and device backup. Pro is our most popular plan and adds the pieces the FTC Safeguards Rule calls for: email anti-phishing, staff security training, WISP documentation, and an annual FTC Safeguards audit. Elite is for firms whose client data lives in email and cloud apps as much as on devices. It adds a 24/7 security team, dark web monitoring, and backup for Microsoft 365 and Google Workspace. Compare all three on the managed IT pricing page.
On VeritGuard Pro and Elite, yes. We help you build and maintain a Written Information Security Plan that covers IRS Publication 4557 and the FTC Safeguards Rule. Essentials does not include a WISP. If you only need the plan, you can buy one on its own for $999 per year, per firm. It is delivered in 5 business days and includes unlimited revisions all year.
Yes. Every VeritGuard plan backs up each device daily to encrypted cloud storage: 250 GB per device on Essentials, 500 GB on Pro, and 1 TB on Elite. Elite also backs up your Microsoft 365 or Google Workspace email and files, which Google and Microsoft do not do automatically. Extra backup storage is $10 per 250 GB per month. If you also host with us, your cloud server is backed up separately, four times a day.
Getting Started
Getting Started
Mobile access, printing, file management, and daily usage
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. So you can work from a phone or tablet as well as a computer. Sign in with your credentials and your applications and files open just like they would on a local computer, from anywhere. Get started today.
Your cloud desktop prints straight to your local printers, so printing a return works the same as it does on a local computer. Your office scanner keeps working the way it does today. Scanned files move into your cloud desktop by drag and drop, just like moving files between drives. If a printer or scanner will not connect, our support team can diagnose and fix it without an on-site visit.
Yes, with one rule. Drag a finished return or PDF from your cloud desktop to your local computer in one motion, and copy and paste works in both directions. Dragging files from your local computer onto the server is off by design, which keeps unscanned files off your server. You upload those through a secure portal instead. Drag and clipboard can be turned on or off by user role, so partners keep full access while remote staff or contractors get tighter limits.
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.
Yes. We offer a free 15-day trial of VeritSpace cloud hosting so you can run your software on a dedicated private server before you commit. The trial covers hosting only. You can also explore interactive demos with no signup, or talk to a specialist for a guided walkthrough of managed IT or the VeritComplete bundle. Request a trial or book a consultation.
Yes, with almost no downtime. We copy your data to your new dedicated private server while your team keeps working on the old system, then switch you over after hours. Most firms are fully migrated in 1-2 weeks, depending on the size of your environment. Our team handles data transfer, software installation, user setup, and testing. Get started today.
No. Every VeritSpace server comes with Microsoft Office 2021, Adobe Reader, and web browsers at no extra charge. You bring your own licenses for your tax and accounting software, and we install them for you. Essentials includes 2 app slots, Pro includes 6, and Elite is unlimited, with extra apps at $10 per month each. Multiple years of the same tax program count as one app.
Yes, on every VeritSpace plan. Use one, two, or three screens and pick which ones show your cloud desktop and which stay local. Run Lacerte or UltraTax on two screens with Outlook or Teams on the third. Copy and paste works both ways, and you can drag files from the server to your local desktop (not the other way, by design). It works on Windows and Mac, and each control can be turned on or off by user role for remote or offshore staff.
Not through a browser. You connect with the free Microsoft Remote Desktop app on Windows, Mac, iPad, iPhone, or Android. No VPN is needed. Sign in with your credentials and multi-factor code, and your software opens just as it would on a local computer. Every connection is encrypted end to end.
Scan to your local computer, then upload the file to your server through the secure portal. Dragging files from your local computer onto the server is off by design, so nothing lands on the server before it has been checked for threats. Dragging files from the server down to your local desktop works normally. If a scanner is not connecting, our managed IT team can troubleshoot it remotely.
Any stable internet connection works. You connect through a secure Remote Desktop session, so you can work from home, the office, or a hotel. For busy days, keep a backup option like a phone hotspot.
The VeritSpace hosting trial runs 15 calendar days for first-time customers. No credit card is required, and the trial does not convert to a paid plan on its own. To continue, you authorize payment and choose a hosting plan. The trial covers hosting only, so for managed IT or the bundle, talk to a specialist instead. Request a trial through the Get Started form.
It is a free, no-obligation call with a Verito specialist. We review your IT setup, security, and compliance status, then give you clear next steps whether or not you choose Verito. Schedule it at our security assessment page. If you want a quick self-check first, the compliance assessment is a free four-minute quiz you can take in your browser. For a WISP-specific review, book the free 15-minute WISP check.
Compliance
Compliance
IRS, FTC Safeguards, WISP, and regulatory requirements
Every VeritSpace plan runs on a dedicated private server in SOC 2 Type II data centers, with bank-level encryption, multi-factor sign-in, and backups four times a day. That covers the technical safeguards IRS Publication 4557 and the FTC Safeguards Rule ask for. The FTC rule is the GLBA rule that covers tax preparers. The Pro and Elite tiers of VeritGuard and VeritComplete add the program side: a WISP we build and maintain, an FTC Safeguards audit, and staff training. Firms on Essentials, or on hosting only, can buy a standalone VeritShield WISP for $999 per year.
Yes. Pro and Elite plans on VeritGuard and VeritComplete include WISP assistance: we help you build and maintain your Written Information Security Plan and remind you of annual reviews. Essentials and hosting-only plans do not include one, but any tax or accounting firm can buy a custom WISP through VeritShield, our standalone WISP service, for $999 per year, per firm. It is delivered in 5 business days, meets IRS Publication 4557 and FTC Safeguards Rule requirements, and includes unlimited revisions all year. If you want to start on your own first, get our free WISP template.
With Verito cloud hosting, your firm runs on its own dedicated private server. Your data is protected with bank-level encryption in transit and at rest, multi-factor sign-in, and around-the-clock monitoring. Server backups run four times a day to two separate locations. Our Trust Center covers the standards we follow, our security controls, and the vendors that handle your data.
Our data centers in Chicago and Ashburn hold an independent SOC 2 Type II audit, and the data center report is available on request. Verito's own security program is ISO 27001-aligned, and our dedicated delivery affiliate is ISO 27001-certified. Every hosting plan is built to IRS Publication 4557 and aligned to the FTC Safeguards Rule. Full compliance programs, including a WISP and an FTC Safeguards audit, come with VeritGuard and VeritComplete Pro and Elite. More detail is on our Trust Center.
Yes. Our Trust Center lists the standards we hold to, our security controls, the outside vendors that handle your data (our subprocessors), and our policies. Our data centers are independently audited to SOC 2 Type II, and the report is available on request. Our own security program is ISO 27001-aligned, and the subprocessor list on the Trust Center is Schedule 3 of our Data Processing Agreement. For anything specific your auditor or insurer needs, talk to a specialist and we will walk your team through our controls.
VeritGuard Pro and VeritComplete Pro include an FTC Safeguards audit of your firm once a year. On Elite, we run it twice a year. Pro and Elite also include security awareness training for your staff, with monthly modules and simulated phishing tests. That training satisfies the FTC's staff training requirement. Essentials plans do not include the audit or the training.
Not on its own. Hosting covers the server-side safeguards: a dedicated private server, encryption, multi-factor sign-in, and backups. IRS Publication 4557 and the FTC Safeguards Rule also require a written security plan, a named person responsible for it, staff training, and a review every year, and those stay your firm's responsibility. VeritGuard Pro and Elite and VeritComplete Pro and Elite deliver the plan, the training, and an FTC Safeguards audit at least once a year, and guide the person your firm names. If you are not sure where you stand, book a security assessment call with a specialist.
Pricing
Pricing
Contracts, billing, and cancellation policies
Standard pricing is based on an annual agreement. Month-to-month billing is also available at a higher rate. Each product pricing page has a toggle so you can compare both rates. Renewal and notice terms are set out in the Cloud Terms of Service and the Managed IT Terms of Service.
VeritSpace hosting is priced per user and includes 100 to 200 GB NVMe storage by tier, backups four times a day, and 24/7 support. VeritGuard managed IT is priced per device and includes 24/7 remote support and monitoring, automatic updates, advanced antivirus, and device backup. VeritComplete bundles both at a per-user rate, with one device per user included (two on Elite). Hosting and bundle plans also carry a $100 per month dedicated private server fee per firm, billed on top of the per-user rate. One-time setup fees ($500 for VeritSpace, $100 per device for VeritGuard, $500 for VeritComplete) are listed on each pricing page.
Agreements renew automatically unless one side gives written notice of non-renewal. For cloud hosting, notice is due at least 30 days before the current term ends. For managed IT, the agreement renews for one-year terms unless written notice is given at least 90 days before the term ends. The standalone WISP service renews for one-year terms unless written notice is given at least 30 days before the annual term ends. For hosted servers, you have 30 days after your end date to retrieve your data, and a standard data release has no separate fee. Full details are in the Cloud Terms of Service and the Managed IT Terms of Service.
Yes. The prices shown on our pricing pages are the annual agreement rate. Month-to-month billing is available at a higher rate, and each product pricing page has a toggle so you can compare both. Setup fees, add-ons, and the dedicated private server fee do not change with your billing choice.
Hosting and the bundle are priced per user, and managed IT is priced per device, so you add seats or devices as you hire. New users or devices can be prorated from the day they are activated. Reductions take effect at your next renewal, subject to any minimum in your order. Hosting and bundle add-ons are priced per month: extra storage is $10 per 10 GB, extra RAM is $20 per GB, and extra app slots are $10 each. Managed IT backup storage is $10 per 250 GB per month, and each product's pricing page lists its add-ons.
Yes, for cloud hosting plans. A first-time customer can cancel the first paid subscription within 30 calendar days of the paid start date and get back the recurring subscription fees paid for that period. Setup fees, third-party licenses and taxes are not refunded, and the offer does not apply to renewals or added users. After 30 days, annual fees are non-refundable unless Verito fails to fix a breach of the agreement or ends the agreement without cause. Approved refunds go back to the original payment method within 15 business days. See the Cloud Terms of Service for the full policy.
It depends on how you buy. VeritGuard managed IT on its own is priced per device, so you pay for exactly the laptops and desktops your team uses. The VeritComplete bundle is priced per user. Essentials and Pro include 1 device per user, and Elite includes 2 per user. Extra devices can be added to any bundle tier at the matching VeritGuard per-device rate: $79, $149, or $199 per device per month. See bundle pricing for details.
A standalone Written Information Security Plan (WISP) from Verito, VeritShield, is $999 per year, per firm. It covers IRS Publication 4557 and FTC Safeguards requirements, includes unlimited revisions all year, and is delivered within 5 business days. WISP documentation is also included with VeritGuard Pro and Elite and with VeritComplete Pro and Elite. Hosting-only plans and the Essentials tiers do not include it.
Setup is a one-time fee: $500 flat for cloud hosting on any tier, $100 per device for managed IT, and $500 flat for VeritComplete. It covers initial configuration, security setup, and employee training. Hosting and VeritComplete plans also carry a $100 per month dedicated private server fee per firm. Optional add-ons are billed monthly: extra RAM $20 per GB, extra storage $10 per 10 GB, extra app slots $10 per app, and extra device backup storage $10 per 250 GB. There are no hidden fees.
Yes. You can move from hosting-only to the VeritComplete bundle, add managed IT to existing hosting, or change tiers within any product. Your data and settings carry over. Talk to a specialist to plan the change.
Each VeritComplete tier pairs the matching VeritSpace hosting tier with the matching VeritGuard IT tier, priced per user per month on an annual agreement. Essentials ($129) covers 1 device per user with 250 GB device backup. Pro ($199) adds an annual FTC Safeguards audit, email anti-phishing, security training, and WISP documentation, with 500 GB device backup. Elite ($249) covers 2 devices per user with 1 TB device backup, a 24/7 security operations team, twice-yearly FTC Safeguards audits, and backup for Microsoft 365 and Google Workspace. Every tier adds a $100 per month dedicated private server fee per firm and a $500 setup fee.
Standard pricing is based on an annual agreement, and month-to-month billing is available at a higher rate. Month-to-month, cloud hosting is $89, $119, and $179 per user per month for Essentials, Pro, and Elite. Managed IT is $99, $179, and $239 per device per month, and the VeritComplete bundle is $159, $239, and $299 per user per month. Add-ons, the dedicated private server fee, and setup fees do not change with your billing option. Use the Annual/Monthly toggle on each pricing page to compare.
Your data is yours, and we never sell, rent, or lease it. Our hosting terms confirm you own all rights to your data. After your service ends, you have 30 days to request a copy of everything on your hosted server. A standard file release is generally free, though custom formatting, conversion, or migration help may carry reasonable fees. After 30 days we may remove your data from our active systems, so plan your export inside that window.
Yes. You can add users or devices at any time, and a new hire or seasonal preparer is usually set up in under a day. Added seats may be prorated from the day they start through the current billing month, and each managed IT device carries a $100 setup fee. Reductions take effect at your next renewal, subject to any minimum in your order form, so check your renewal date before planning seasonal seats. When the season ends, access is revoked with one click and the audit log is kept.
Support
Support
Support channels, setup, and onboarding
Phone, live chat, and email tickets are staffed 24/7/365, and you reach a live VeritCertified™ technician in under 60 seconds by phone or chat. For hands-on fixes, a technician can run a secure remote screen-share session. A self-service knowledge base with guides and how-to videos is open around the clock. Support is included with your plan, with no limit on tickets or hours. See all support channels.
Most firms are fully migrated in 1-2 weeks, depending on the size of your environment. Your team keeps working on your current setup until we switch you over, so there is little to no downtime. Learn how migration works or get started today.
Cloud hosting onboarding follows a set path, starting with a Day 0 discovery call to map your software, users, and data. On days 1-3 we build your dedicated private server and install your applications. On days 3-7 we move your data, configure integrations, and test everything with you. Most firms go live in 1-2 weeks, depending on the size of your environment, with training for your team and full support from day one. Get started.
Yes. Your one-time setup fee covers training for your team as part of onboarding. After that, VeritCertified™ technicians are available 24/7 to walk any user through a software or workflow question. The self-service knowledge base has troubleshooting guides and how-to videos you can use any time. See support channels.
Phone and live chat are staffed 24/7/365, including nights, weekends, holidays, and every day of tax season. By phone or chat, you reach a live technician in under 60 seconds, and critical issues are handled right away. Only scheduled remote support sessions are booked around business hours, and business-critical issues skip that wait. See support channels.
With Verito hosting, your firm runs on its own dedicated private server, so your software stays fast through peak filing weeks. Support is 24/7 year-round, and from January through April we add a priority queue for filing weeks plus extra support staff. Seasonal staff can be added whenever you hire them, and average response stays under 60 seconds. See tax software hosting and managed IT.
Both. VeritCertified™ technicians are trained on Drake, Lacerte, UltraTax, ProSeries, QuickBooks, CCH, and the add-ons built on them, so you do not have to explain your software before getting help. They troubleshoot errors, failed updates, printing, multi-user setup, and workflow questions, not just the server. If the software vendor needs to be involved, we bring them onto a three-way call so you are not bounced around. See what support covers.
VeritCertified™ is the name of Verito's technical support service, available 24/7. Every technician completes hands-on training on the tax and accounting software firms use, including Drake, Lacerte, UltraTax, ProSeries, and QuickBooks, before taking live calls. They diagnose and fix computer, software, network, email, hosted desktop, and security problems by phone, chat, email, or remote session. Learn more about VeritCertified™ support.
No, there are two lines. Hosting (VeritSpace) clients call (844) 817-9399 and managed IT (VeritGuard) clients call (844) 629-9899, both staffed 24/7/365. VeritComplete clients have both lines, and if you call the wrong one we will get you to the right team. Email works the same way: [email protected] for hosting and [email protected] for managed IT. See all support channels.
Start by reaching support by phone or live chat. Your technician will give you a session code, or ask you to download our secure support app and share the code it generates. Enter that code on the Remote Support page and the technician connects with secure screen sharing to fix software glitches, installation issues, or printer problems without an on-site visit. Remote sessions are scheduled around business hours, typically within 4 hours, and right away if the issue is business-critical.
Still have questions?
Talk to a specialist about the right setup for your firm, or reach our support team any time.
24/7 Support | Under-60-Second Response Time | Tax & Accounting Specialists