Getting started with Verito
What onboarding looks like, whether you're starting with hosting, managed IT, or both. Honest timelines, clear ownership, no surprises.
What's in this guide
What to expect
The four things to know before kickoff
- Hosting goes live in around 48 hours on average. Larger data sets take longer; phase 3 (data migration) is what scales with size.
- Managed IT typically runs about 2 weeks. Each device takes about 30 minutes to set up; the schedule wraps around your team's availability.
- A dedicated migration lead owns your project end to end and is the one person you call.
- We'll be explicit about what Verito does and what your firm needs to provide. No surprises mid-project.
Choose your path
Onboarding shape depends on which product you're starting with. Pick the path that matches your subscription. The bundle path runs both flows in parallel under a single project lead.
Average go-live is around 48 hours for typical migrations. Phase 3 (data migration) is what lengthens the timeline for firms with more data.
Learn more about VeritSpacePhase 1: Assessment & kickoff
We confirm your software inventory, user count, data size, and any performance specifics. Output: a written migration plan with target dates and named contacts on both sides.
Phase 2: Environment build
We provision the dedicated server, configure security and network, and stand up backup infrastructure. Your environment is ready to receive your data at the end of this phase.
Phase 3: Data migration
We back up your current data, transfer it to the new environment over an encrypted channel, verify integrity, and set up user permissions. This phase scales with data size; it is the one that lengthens for larger firms.
Phase 4: Testing & go-live
Application testing, user access validation, and a sign-off call. Your team logs in to the new environment when this phase ends.
What you'll need to gather
Items your firm pulls together before kickoff. Most firms can do this in a single sitting.
- License info for each piece of software you'll be hosting.
- User roster: names, emails, and role or permission level.
- A current backup of your data; we won't start without one.
- A preferred go-live date and any blackout dates (e.g., during heavy filing weeks).
- Point of contact at your firm with authority to sign off.
Typically about 2 weeks for a small firm. Phase 2 is the longest because each device takes around 30 minutes and we schedule rollout around your team's availability.
Learn more about VeritGuardPhase 1: Discovery
We inventory your devices, identities, current security tools, network configuration, and any gaps against the compliance requirements that apply to tax firms. Output: a written rollout plan and a list of what changes for your team.
Phase 2: Security stack rollout
We deploy multi-factor authentication (MFA) on accounts, endpoint protection on devices, email filtering, a password manager, mobile device management where applicable, and backup agents. Each device takes about 30 minutes; we schedule the rollout in waves to avoid disrupting client work.
Phase 3: Policies & training
Written security policies established (a Written Information Security Plan, or WISP, if you don't already have one), team training rolled out, phishing simulation baseline run, escalation procedures defined.
Phase 4: Monitoring active
24/7 monitoring goes live, the helpdesk is available, and the monthly reporting cadence starts. This is day one of ongoing managed service.
What you'll need to gather
Items your firm pulls together before kickoff. Most firms can do this in a single sitting.
- User roster: names, emails, and role or permission level.
- List of devices and the security tools currently on them.
- Email and calendar provider details (Microsoft 365, Google Workspace, etc.).
- A preferred go-live date and any blackout dates.
- Point of contact at your firm with authority to sign off.
Hosting and managed IT run in parallel under a single project lead. Hosting build runs alongside managed IT discovery; go-live targets are sequenced: hosting first, then managed IT monitoring active. Total elapsed: typically about 2 weeks, in line with managed IT on its own.
Learn more about VeritCompleteWeek 1: Parallel kickoff (hosting build + IT discovery)
Hosting environment is provisioned and configured at the same time we run the managed IT discovery and inventory. One project lead coordinates both tracks so your team has a single point of contact.
Week 2: Hosting go-live + IT stack rollout
Hosting goes live first so your team is working in the new environment as the managed IT stack rolls out underneath. Endpoint protection, MFA, and email filtering deploy device by device through the second week.
End of week 2: Both services active
Hosting is live, managed IT monitoring is active, the helpdesk is available, and the project transitions to ongoing service.
The bundle path collapses to fewer phases because the hosting and managed IT flows run concurrently. Both individual flows above still apply; they're just sequenced in parallel.
What you'll need to gather
Items your firm pulls together before kickoff. Most firms can do this in a single sitting.
- License info for each piece of software you'll be hosting.
- User roster: names, emails, and role or permission level.
- A current backup of your data; we won't start without one.
- List of devices and the security tools currently on them.
- Email and calendar provider details (Microsoft 365, Google Workspace, etc.).
- A preferred go-live date and any blackout dates (e.g., during heavy filing weeks).
- Point of contact at your firm with authority to sign off.
By software (hosting path)
Software-specific notes, supported versions, and migration details live on each software's hosting page. Pick yours:
Don't see your software? See the full list.
Switching from another provider
Coming from somewhere else changes parts of the flow. Here's what shifts in the two most common cases.
From another host
Right Networks, Rightworks, self-hosted
Your data and license entitlements come with you. We coordinate license re-provisioning where needed and confirm the cutover window with your software vendor in advance.
What changes: your access pattern (login URL, possibly DNS for any custom domains), and any provider-specific tools you used. What doesn't: your data, your software versions, or how your team works inside the apps.
From another MSP
Existing managed IT provider
We coordinate the handover with your outgoing provider: asset and license inventory, agent removal, and monitoring transition. Discovery (phase 1) is faster because the inventory you provide already exists.
What changes: the agents on your devices, the helpdesk number, and the monthly report you receive. What doesn't: your devices, your identities, or your day-to-day workflows.
After go-live
The first 30 days are the warranty window. Your migration lead stays on the project; after that, ongoing support takes over.
How support works
24/7 helpdesk for break-fix. Your migration lead stays on for the first 30 days for any onboarding follow-ups, and a named account manager continues after that.
Backups and updates
Backups run on the schedule defined in your plan; updates and patches are applied during off-peak windows. Both are reported in your monthly summary.
Account ownership
Your firm owns the account. Adding or removing users, changing access levels, and authorizing major changes go through your designated point of contact.
Reporting cadence
Monthly summary report covers backup runs, security events, helpdesk tickets, and any maintenance performed. Available on request between months.
For the security side of post-go-live ownership, see cybersecurity for accounting firms and the security best practices guide.
Frequently asked questions
How long does onboarding really take?
What can go wrong, and how is it handled?
Can my team keep working during migration?
Do you support our specific software / setup?
What happens after the first 30 days?
Ready when you are
A 20-minute call is the fastest way to scope your onboarding. If you'd rather see the price first, the plans page has every tier and what's included.