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Win a Pass to the Thomson Reuters SYNERGY Conference!
Join Verito at SYNERGY and Earn Rewards for UltraTax Referrals
Verito is proud to sponsor the Thomson Reuters SYNERGY Conference, a premier event for tax, audit, and accounting professionals from November 6-9. We're offering you the chance to attend this exclusive event for free and earn additional rewards! Here's how it works

Referral Rewards
- 1. For Every Successful Referral: Your referral receives a free setup waiver for UltraTax worth $500. You get closer to winning conference passes!
- 2. First Place: The top referrer will win two passes to the conference (valued at $2500 each) — one for themselves and one to share with a referral, or use both.
- 3. Second Place: The second highest referrer will receive one pass to the conference (valued at $2500).
- 4. Track Your Success: Our system will keep track of each successful referral through FirstPromoter.
How It Works: Warm UltraTax Introductions + FirstPromoter Tracking
We value quality connections. Here’s how to make a successful UltraTax referral

Sign Up for Tracking:
- Visit our FirstPromoter page
- Sign up to receive your unique referral link.
Identify Potential UltraTax Clients:
- Think of colleagues or businesses who could benefit from UltraTax services.
Make a Warm Introduction
- Reach out to your contact personally.
- Briefly explain why you think UltraTax would be a good fit for their needs.
- Mention the free $500 setup waiver they’ll receive.
- Ask if they’d be open to an introduction.

Facilitate the Connection
- If they’re interested, send an email introducing them to our team.
- Include both parties in the email, highlighting key points about each.
- Example: "Jane (cc’d), meet Tom from Verito. Tom, Jane is a CPA looking to streamline her firm’s tax preparation process with UltraTax."
Share Your Unique Link
- In your introduction email or in a follow-up, include your unique FirstPromoter link.
- Encourage your referral to click through to learn more about UltraTax services.

Automatic Tracking
- FirstPromoter will automatically track when your referral clicks your link and if they become a client.
- You can log into your FirstPromoter account anytime to see your referral status.
Follow-Up
- We’ll reach out to your referral within 48 hours.
- You’ll receive updates on the status of your referral through FirstPromoter.
Successful Referral
- A referral is considered successful when it results in a new client signing up for UltraTax services.
- Each successful referral counts towards your total for the conference pass contest and triggers the $500 setup waiver for your referral.

Why Participate?
- Help Colleagues Save: Your referrals each get a $500 setup waiver for UltraTax.
- Exclusive Access: Chance to win passes to a $2500-value conference.
- Direct Interaction with Verito: As a sponsor, we’ll be there to engage with you directly, offering insights and expertise on UltraTax and more.
- Double the Rewards: Top referrer can share the conference experience with a colleague or a new client!
- Expand Your Network: Help your professional contacts discover valuable UltraTax services while growing your own network.

Get Started Today!
- Start referring now and join Verito at the SYNERGY Conference. Don't miss this chance to be part of a leading industry event with our support!
Remember, quality matters more than quantity. We're looking for genuine connections that can lead to lasting business relationships.
Success Stories from Our Clients
Real accounting firms achieving exceptional results
Vashon Island Professionals LLC
Problem:
Suffered downtime issues during critical tax season
Solution:
Migrated to Verito's private cloud hosting
Results:
Zero downtime, 35% faster processing, improved client satisfaction Read Case Study