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Verito

Success Stories: How Verito Transforms Tax & Accounting Firms

See How Verito Empowers Accounting Firms with Secure IT




Reliability

How a Virtual Firm Tested Competitors and Chose Verito

Virtual tax firm • 500 clients annually • 4 team members

Dustin Johnson • Virtual Tax Firm

The Challenge

Dustin Johnson launched his virtual tax firm in 2019 needing hosted Drake Tax from day one. Drake's built-in Citrix solution seemed logical—until tax season 2020 when the server went down for three days. Three days of downtime during tax season meant taking client information by hand and entering it later. They switched to Right Networks, which worked well but was expensive for a team where two preparers only needed six-month seasonal access. Seeking lower costs, Dustin tried Apps4Rent for about a month, but the latency was unbearable and software wouldn't open fast enough.

The Solution

Verito delivered the cost-effectiveness Dustin needed with the reliability he couldn't find elsewhere. After testing competitors and returning to Verito, the firm has operated for 5+ years with 99.99% uptime and almost no issues. Support resolves problems within an hour (they call maybe 10 times per tax season), handles Drake update issues when users forget to log out, and acts as a helpful liaison between Drake and the hosting environment. The flexible pricing works perfectly for seasonal staff, and after five years of testing alternatives, they would never think about looking elsewhere.

99.99% uptime over 5+ years

Sub-hour issue resolution

Flexible pricing for seasonal staff

Background

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