Jayson Werra • Solo Tax Practitioner

The Challenge

Jayson Werra started his practice in 2011, running Drake Tax from his laptop. When he hired help, his seasonal contractor worked on-site to access Drake. Then COVID ended that arrangement—suddenly he needed remote access for multiple people, but Drake isn't cloud-based. Beyond just hosting, Jayson wanted to reclaim his time from IT management entirely. He'd spent hours troubleshooting issues and managing technology when he should have been focusing on tax strategy and client work.

The Solution

Verito enabled Jayson's fully remote operation with flexible month-to-month pricing perfect for seasonal staff. He can add users during tax season and remove them afterward without annual contracts. The migration was so smooth it's barely memorable, and he's since expanded to full managed IT with VeritGuard—covering backups, firewalls, and IRS-required WISP documentation. Now he focuses on implementing AI tools and tax strategy while Verito handles all IT infrastructure. The experience is "forgettable in the best way"—exactly what you want from technology that just works.