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Success Stories: How Verito Transforms Tax & Accounting Firms
See How Verito Empowers Accounting Firms with Secure IT
See How Verito Empowers Accounting Firms with Secure IT
Customer stories
Firms come to Verito when they want IRS/FTC-compliant infrastructure that stays online and support that feels like an extension of their team. The stories below highlight how a smoother IT experience lets their staff stay focused on clients.
Solo tax practice • Strategy consulting • Texas
Managing her own IT with basic safeguards, Melendi faced mandatory IRS WISP requirements to protect her PTIN. VeritSpace delivered full compliance without technical expertise required.
Small tax firm • 2-3 employees • Florida
After multiple hard drive failures over 10+ years and constant server replacement nightmares, Anna needed reliable infrastructure. VeritSpace eliminated hardware headaches entirely.
Remote bookkeeping • Nationwide clients • Southwest Florida
Right Networks blocked Loom, email reports, and file sharing—crippling productivity for a remote-first firm. VeritSpace's dedicated servers removed all arbitrary restrictions.
Small CPA firm • Expanding practice • Multi-staff
Ashley needed Drake hosting from a team that wouldn't require education about tax software. VeritSpace delivered specialists who already knew Drake, TaxDome, and accounting workflows.
CPA firm • 4-10 seasonal staff • International team
Physical RDP workstations meant constant 5 AM downtime emergencies costing hundreds per hour. VeritSpace delivered 99.9% uptime and enabled full remote operations.
Two-person firm • Remote team • TX & AL
Drake installed on separate devices meant zero collaboration—whoever opened a file owned it forever. VeritSpace enabled seamless remote teamwork for the first time.
Solo practitioner • Seasonal contractor • Since 2011
Jayson ran Drake from his laptop until COVID ended in-office work. VeritSpace enabled fully remote operations with flexible month-to-month pricing for seasonal staff.
Solo practitioner • 40+ years experience • Small business focus
After losing all tax files during a Windows reinstall, Jeffrey lived in fear of data loss. VeritSpace eliminated backup nightmares and met IRS security requirements automatically.
Solo practice • 100% word-of-mouth growth • 5+ years independent
June left a multi-location firm with insecure, hodgepodge IT. VeritSpace gave her professional infrastructure without requiring technical expertise or office space.
Financial services & tax • 2-3 preparers • Palm Beach County, FL
Glen spent 45-60 minutes just logging in, 3-4 times per week. His local IT company locked him out of his own computers. VeritSpace delivered instant access and month-to-month flexibility.
Virtual tax firm • 500 clients annually • 4 team members
Drake's Citrix went down for three days during tax season. After testing Right Networks and Apps4Rent, Dustin returned to Verito for unmatched reliability.
Financial services • 3-4 employees • Digital-first operations
Adam cobbled together DIY security while living in constant fear of breaches with no real solution. VeritGuard delivered complete FTC/IRS compliance with customized WISP documentation.
Tax relief firm • Small team • Panama City, FL
After a ransomware attack at his prior host, Ben needed stronger security and a provider that would actually answer the phone. Verito delivered geo-redundant backups and responsive support.
Bookkeeping firm • 6 staff + 16 clients • Traverse City, MI
After trying nearly every cloud provider, Hannah needed dual-monitor support, multi-program hosting, and true 24/7 help for her team and clients. Verito delivered the right fit.
Cloud accounting firm • Remote services • Nationwide clients
A ransomware attack left Julie's firm offline for weeks with no answers from her provider. Verito delivered a same-day migration and dependable support.
Diagnostics firm • 4,000 customers • North America
Unannounced changes and poor support caused QuickBooks corruption and slowed add-on testing. Verito delivered a dedicated server with proactive support.
QuickBooks consulting • Multi-client access • Remote team
After years of slow shared servers and poor support, Maureen needed a faster, more reliable environment for her QuickBooks clients. Verito delivered a private cloud that scales.
Sole practitioner • Managed IT + WISP • Tax preparation
Nick relied on hourly IT help and had no IRS WISP in place. Verito Managed IT delivered compliance, proactive care, and fast support.
Tax & financial planning • 22 years experience • Vashon Island, WA
Weeks of tax-season outages left Raven without data access when it mattered most. Verito restored reliability with secure, redundant hosting.
Multi-office tax firm • Since 2013 • Remote collaboration
Latency and file-sharing chaos made it hard for multiple offices to stay in sync. Verito moved the firm to a collaborative cloud in a day.
Tax & accounting firm • Olathe, KS • Multi-program users
Managing multi-user tax software and backups drained Tammy's time. Verito took over hosting and support so she could focus on clients.
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