Start 2026 audit-ready. WISP for $249 (half off) through 1/31.

Tax Software + Practice Management One Secure Workspace

Host your tax software and access practice management tools in a single, unified cloud environment. Drake, Lacerte, UltraTax, and TaxDome—all on your dedicated private server with seamless integration.

SOC 2 CompliantUnified Workspace24/7 Expert Support

"Customer service is top notch. They always answer and are quick to resolve issues. The cost is also affordable for hosting our tax software and practice management software. The connectivity is always reliable and hugely important especially in tax season."

Jeff U.Owner

One Workspace. Everything You Need.

Stop juggling multiple logins and apps. Your tax software, practice management, and SaaS tools all run in a single, unified cloud environment.

From $69/user/mo
Unified cloud workspace with tax and practice management software

Unified Environment

Tax software + PM tools in one workspace. No app switching.

Compliance Ready

SOC 2 certified. IRS 4557 & FTC Safeguards aligned.

Expert Support

24/7 support team. Under 60-second response.

Data Protection

Daily backups, 90-day retention. Ransomware protection included.

Software We Support
SaaS Access

SaaS Tools Accessible on Your Server

Access cloud-based practice management tools directly from your hosted workspace via browser or desktop launcher.

OfficeToolsSaaS

Practice management built for accountants

CanopySaaS

Modern practice management with built-in tax resolution

KarbonSaaS

Collaborative workflow and practice management

Your Data is Safer With Us Than in Your Office

Enterprise-grade protection for your practice management data. Bank-level security, automatic backups, and compliance built in.

92%
First-Touch Resolution
<60s
Response Time
100%
Uptime Guarantee
SOC 2
Certified

Need more than hosting? VeritGuard adds endpoint protection, security training, and compliance monitoring for your entire firm.

Explore VeritGuard

Secure, MFA-Protected Access

Multi-factor authentication on every login. Enterprise-grade firewalls and intrusion detection.

Bank-level Data Protection

AES-256 encryption at rest and in transit. Your client data is always protected.

Audit-Ready from Day One

SOC 2 Type II certified. IRS Publication 4557 and FTC Safeguards Rule aligned.

Technical Specifications

Details for IT teams and consultants

  • Private Windows Server instance (not shared VDI)
  • Dedicated vCPUs and RAM allocation per firm
  • SSD-backed storage with 3x redundancy
  • US-based Tier IV data centers
  • SOC 2 Type II audited annually
  • AES-256 encryption at rest and in transit
  • SIEM-powered threat detection and monitoring
  • IRS Publication 4557 aligned
  • FTC Safeguards Rule compliant
  • Nightly incremental backups
  • 60-day backup retention
  • RPO: 4 hours
  • RTO: 2 hours
  • Geographically redundant storage
  • RDP-based access (Windows Remote Desktop)
  • No VPN required
  • SSO integration available
  • Minimum bandwidth: 10 Mbps recommended
  • Multi-factor authentication enforced

Seamless Migration Process

We handle the heavy lifting so you can focus on your clients. Full white-glove migration with zero downtime.

Hour 0
1

Discovery Call

We assess your current practice management setup and requirements.

Hours 1-4
2

Server Setup

Your dedicated server is provisioned with your PM software and integrations.

Hours 4-24
3

Data Migration

We transfer your data, configure integrations, and validate everything.

24-48 Hours
4

Go Live

You start working in your new cloud environment with full support.

"I am extremely satisfied with my hosted server from Verito. Having a hosted server has allowed me to travel and work remotely for part of the year, which is invaluable to me as a sole proprietor."

Dana S.Owner

Simple, Transparent Pricing

No hidden fees, no long-term contracts. Everything you need to run practice management in the cloud.

Starting at
$69/user/mo
View All Plans
Dedicated private server
Practice management application support
Integration with tax software
100% uptime guarantee
Daily backups (90-day retention)
24/7/365 expert support
Free migration assistance
Most firms also add VeritGuard Managed IT for complete coverage.Learn More

Tax & Practice Management Hosting FAQ

Common questions about our unified workspace for tax and practice management software.

What's the difference between hosted software and SaaS tools?

Hosted software (like Drake, Lacerte, UltraTax, and TaxDome) runs directly on your dedicated server with full support from our team. SaaS tools (like OfficeTools, Canopy, Karbon) are cloud-based and you access them through a browser or desktop launcher installed on your server—giving you one unified workspace for everything.

What tax software do you host?

We fully host all major tax preparation software including Drake, Lacerte, UltraTax CS, and ProSeries. These run on your dedicated private server with complete installation, updates, and support from our team.

What's special about TaxDome hosting?

As an official TaxDome partner, we offer exclusive benefits: no additional licensing fees, native Z-drive integration for seamless file access, and optimized performance. TaxDome runs directly on your dedicated server alongside your tax software for a truly unified experience.

How do SaaS tools work on my hosted server?

We install browser shortcuts or desktop launchers for your SaaS tools (OfficeTools, Canopy, Karbon, etc.) directly on your hosted server. You access everything from one place—your tax software and practice management tools all in a single, secure cloud workspace.

Is my client data secure?

Absolutely. We use enterprise-grade security including firewalls, intrusion detection, end-to-end encryption, and multi-factor authentication. Our data centers are SOC 2 Type II certified and aligned with IRS Publication 4557 and FTC Safeguards Rule requirements.

Can my team access from anywhere?

Yes. With VeritSpace cloud hosting, your team can access your tax software and practice management tools from any device with an internet connection—office, home, or on the go. No VPN required.

Do you provide backups?

Yes, we perform automated daily backups of your data and retain them for 90 days. This protects you against accidental deletion, corruption, or ransomware attacks. Learn about our backup services.

What if I need IT support for my local computers too?

VeritSpace handles your cloud hosting, while VeritGuard Managed IT provides complete protection for your local devices, network security, and compliance monitoring. Many firms bundle both services.

How does pricing work?

Pricing starts at $69/user/month with no long-term contracts. View our pricing plans or schedule a demo for a custom quote based on your firm's needs.

"As a professional with deadlines to meet, Verito has been able to solve any issues I have within 10 minutes or less. This is extremely important to me."

Laurie R.Owner

Ready for Your Unified Cloud Workspace?

Get a custom quote for your tax software and practice management hosting. Secure, fast, and everything in one place with 24/7 expert support.

100% Uptime Guarantee | 30-Day Money-Back | 15-Day Free Trial | 24/7 Support