Managed backup services for accounting firms. Ready when it counts.
Every client file kept safe from ransomware, backed up across regions, and restore-tested before the day you actually need it.
Three places a backup plan quietly breaks.
Most firms own a backup tool. Very few can prove it worked when someone needs to open last quarter's file from a ransom note.
Missed files
Not every client file is in the backup set. Desktop copies, saved-to-local returns, and quick-edit PDFs slip out.
Untested restores
The backup runs every night. The restore fails the first time anyone tries it. Too late to find out in an incident.
No paper trail
Your auditor asks what's protected and when. Most tools can't produce the report cleanly, so you write it by hand.
How backups actually work
Six controls that cover, test, and document the backup.
Automatic cloud backups
Fresh copy every six hours, four times a day. Every client file, every tax-software folder. No manual runs.
Immutable snapshots
Ransomware cannot overwrite or delete the backup copy.
Air-gapped storage
Off-network copy held separately so a breach of one side can't touch the other.
Monthly tested restores
We restore a sample file every month and prove it opens cleanly. Most firms never test. The log goes in your WISP.
90-day retention
Standard 90 days. Longer windows on request. Retention on file for the audit.
Audit-ready reports
What was backed up, when, what was restored, what passed. Export anytime.
Required by WISPProof and coverage
Services that fit, frameworks we meet, resources you can keep.
VeritSpace Hosting
Every hosted firm already has managed backups baked in. Schedule, retention, and monthly restore testing all run against the same private server your team works from.
- Four snapshots a day, six-hour recovery point
- 90-day retention by default
- Restore-tested monthly
VeritGuard Managed IT
VeritGuard puts device and inbox coverage around the backup copy. If ransomware tries to jump from a laptop into your hosted environment, the attack is stopped before the backup is ever touched.
- Managed antivirus on every laptop
- 24/7 threat monitoring
- Security training for every user
VeritComplete Bundle
Hosting + VeritGuard in one plan, with encrypted backups built in on the server and on every device. The complete setup most firms end up on. WISP documentation on Pro and Elite.
- Hosting, security, and device backups together
- One vendor, one invoice
- WISP documentation on Pro and Elite
Hamilton Tax & Accounting runs three offices on Verito
How a multi-office firm moved from fragile local backups to a tested, documented recovery plan they can hand to their auditor.
Read the case studyFree WISP template for tax firms
The template the IRS expects you to have, pre-populated with the backup and retention language Verito already covers.
Download the templateWISP requirements explained
A plain-language walkthrough of what a WISP is, what it has to include, and where backups and retention fit in.
Read the guideVeritGuard Cybersecurity
Managed antivirus, 24/7 threat monitoring, and security training for every laptop your team works on.
Learn moreSecure Remote Access
Private-server remote access with MFA and audit logs. The control your WISP probably references first.
Learn moreWISP & Compliance
A written information security plan that matches the controls you run, not a template you had to guess at.
Learn moreManaged Microsoft 365
Email, Teams, OneDrive, and SharePoint with MFA and audit logs from day one.
Learn moreManaged IT Support
Sub-60-second support from VeritCertified technicians who know tax software and accounting workflows.
Learn moreVeritSpace Hosting
Private-server hosting for Drake, Lacerte, UltraTax, QuickBooks, and more. SOC 2 data centers, no noisy neighbors.
Learn moreOne layer of audit-ready.
Backups are one piece. Here's what surrounds them in a fully protected setup.
Common questions
Backup questions, answered
Seven of the questions firms ask us most when they're deciding whether their current backup is enough.
Still have questions?
Talk to a specialistEvery tax-software data folder, every client file, every working document stored on your Verito server. QuickBooks, Drake, Lacerte, UltraTax, ProSeries, CCH, and any PDFs, spreadsheets, or client correspondence your team saves alongside them.
Four snapshots a day, a six-hour recovery point. The most you could ever lose is roughly one return's worth of work. The cadence is calibrated to how tax work actually flows. A return at 2:30pm isn't materially different from the noon snapshot.
Single-file restores finish in minutes. Full-server restores target under two hours on a six-hour recovery point. Both numbers land in your quarterly report so there are no surprises on the worst day.
Immutable snapshots and air-gapped storage mean the backup copy can't be encrypted or deleted by the attacker. We isolate the affected server, restore from the last clean snapshot, and hand you the incident log for your insurer.
Backups recover the data. VeritGuard stops the incident from happening in the first place and documents the response. Most firms run both, and VeritComplete bundles them with encrypted backups on every device in one plan and one invoice. On Pro and Elite, a maintained WISP is included.
Yes. Our retention, testing, and documentation map to FTC Safeguards §314.4 and the backup-control language in IRS Pub 4557. You get the paperwork your auditor and insurer expect, without assembling it yourself.
90 days of point-in-time recovery by default. Longer windows and legal-hold retention available on request. Retention policy is recorded in your WISP and reviewed quarterly.
Ready to know your backups actually work?
Fifteen minutes to walk through what you've got, where the gaps are, and what audit-ready backup would look like for your firm.