48-hour tax-season white-glove migration. See How It Works.

Schedule a Meeting

Book a Meeting With Our Team

Choose the type of meeting that best fits your needs. Our team is ready to help you secure and streamline your tax practice.

Fast Response
Usually within 24hrs
Expert Team
Tax tech specialists
Virtual Meetings
Zoom / Google Meet

Choose Your Meeting Type

Select the meeting that matches your needs. All meetings are free and conducted virtually.

VeritSpace

Cloud workspace & managed IT

Most Popular

Product Demo

Get a personalized walkthrough of Verito's solutions and see how we can help secure your tax practice.

30 min
Schedule Meeting

VeritSpace Onboarding

Get started with your VeritSpace cloud workspace. We'll walk you through setup, configuration, and best practices for your tax firm.

1 hour
Schedule Meeting

Managed IT Discovery Call

Discuss your IT needs and learn how our managed services can streamline your practice.

30 min
Schedule Meeting

VeritGuard

Cybersecurity & compliance

Security Audit Call

Schedule a consultation to assess your firm's security posture and compliance needs.

30 min
Schedule Meeting

VeritGuard Consultation

Learn about our comprehensive cybersecurity solution for small to mid-sized tax firms.

30 min
Schedule Meeting

VeritGuard | Understanding Our Support & Services

Overview of VeritGuard support offerings, service scope, and how we work with your firm.

30 min
Schedule Meeting

VeritShield WISP Setup

Guided setup of your Written Information Security Program (WISP) to meet compliance requirements.

45 min
Schedule Meeting

Managed IT Support

30-minute support session for Managed IT clients to troubleshoot issues or get assistance.

30 min
Schedule Meeting

VeritGuard | Setup and Onboarding

Initial setup and onboarding call to get your firm fully configured on VeritGuard.

1 hour
Schedule Meeting

VeritGuard | Off-boarding

Off-boarding session to securely transition systems and access when ending VeritGuard services.

30 min
Schedule Meeting

How It Works

Scheduling a meeting with us is simple and takes less than a minute.

01

Select Meeting Type

Choose the meeting type that best fits your needs from the cards above.

02

Pick a Time

Select a convenient date and time from our available slots on Calendly.

03

Meet with Us

Join the virtual meeting at your scheduled time. You'll receive a confirmation and reminder.

Not Sure Which Meeting to Book?

No worries! Start with a general Product Demo and our team will guide you to the right solution for your needs.

Schedule a Product Demo