Multi-monitors that work like your desktop. Server windows. Local windows. Side by side.

Q: How many monitors does Verito support?

One, two, or three. Pick which screens show your server session and which stay local. Change it any time without restarting.

Q: Do I need a special plan to get multi-monitor?

No. Multi-monitor ships on every VeritSpace tier. Essentials, Pro, and Elite.

Q: Can I keep Outlook or Teams on my local screen while the server runs on the others?

Yes. That's the point. Lacerte, UltraTax, or Drake on screens 1 and 2. Local Outlook, Teams, or browser on screen 3.

Q: Can I drag files between the server and my local computer?

Drag from the server to your local desktop, yes. The other direction is off by design. It keeps unscanned files from landing on the server. Upload through the secure portal instead.

Q: Does copy and paste work between the server and local?

Both directions. Copy a client ID from the server, paste into local email. Copy from a local website, paste into the return.

Q: Can I restrict drag, clipboard, or local-screen access for remote or offshore staff?

Yes. Turn each control on or off by user role. Partners get full controls. Offshore preparers and contractors can be locked to view-only sessions.

Spread your work across one, two, or three screens. Server on some, your local apps on others, dragging files and copying text between them.

Book a 15-Minute Demo See hosting plans

CPA working across multiple monitors at a home office desk

Most cloud hosts shrink you to one screen.

Tax prep, audit review, client calls. The work doesn't fit in one window. Three places multi-monitor breaks on other hosts.

One screen, two jobs

Returns and source docs stacked in one window. Constant alt-tabbing. Mistakes from copying the wrong line.

All-or-nothing remote

Other hosts make every screen a server screen. Your local Outlook, Teams, and browser get pushed off the desk.

Files trapped on the wrong side

Server file you need locally. Local PDF you need on the server. Email back to yourself or use a USB.

How multi-monitor works at Verito

Pick which screens go to your server. The rest stay local. Files flow off the server. Clipboard works both ways.

Three-monitor desk: tax software open across two screens, local Outlook on the third

Pick 1, 2, or 3 screens

Choose which monitors show your server session. One, two, or all three. Change it any time without restarting.

Mix server + local

Screens 1 and 2 run Lacerte on the server. Screen 3 stays on your local Outlook, Teams, or browser.

Drag files off the server

Pull a finished return or PDF from the server to your local desktop in one motion. No re-upload, no email-to-self.

Copy and paste both directions

Copy a client ID from the server. Paste into local email. Copy text from a local website. Paste into the return.

Works with any setup

Windows, Mac, docking stations, laptop closed with externals. Same behavior on every device.

Lock it down per user

Turn drag, clipboard, and local-screen access on or off by role. Tight controls for remote staff, offshore preparers, or contractors. Full controls for partners.

Multi-monitor questions

Setup, screens, files, and access control.

How many monitors does Verito support?

Do I need a special plan to get multi-monitor?

Can I keep Outlook or Teams on my local screen while the server runs on the others?

Can I drag files between the server and my local computer?

Does copy and paste work between the server and local?

Can I restrict drag, clipboard, or local-screen access for remote or offshore staff?

See it on a real desk.

15 minutes. We'll share three screens live. Server on two, local on one. Drag a file off, copy text across, lock down a test user.

Book a 15-Minute Demo See hosting plans

Demo recording sent after · Month-to-month, cancel anytime

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