Erin Meise • Sapphire Bookkeeping

The Challenge

Erin Meise ran her tax practice solo for years without issues. When she brought on a partner in Alabama, Drake Tax's limitations became critical: whoever opened a client file "owned" it forever. They couldn't collaborate, couldn't cross-check each other's work, and couldn't do team reviews without scheduling simultaneous phone calls to share screens. As the firm owner, Erin had zero visibility into her partner's workload or progress. It took an entire tax season to even identify the problem, and once recognized, they knew they couldn't continue operating that way.

The Solution

Verito restored full collaboration for the remote team. Both partners now access the same Drake environment seamlessly, can review each other's work without screen-sharing calls, and maintain proper workflow oversight. Setup took about 45 minutes with simple guidance—no technical expertise required. After two full tax seasons on Verito, support consistently answers within a minute and resolves issues quickly, even integrating smoothly with TaxDome. The system enabled true remote partnership that was impossible before.