For accountancy firms
Run your firm in Verasol, with client companies, accountants, assignments, deadlines, bulk actions and security.
- The firm portalRun your accountancy firm from one place. See every accountant's workload, the companies that need attention and the deadlines across all your clients, then switch to a client's books.
- Client companiesAdd a client company to your firm, take on a company that already uses Verasol, decide who can open each client and offboard a client that leaves.
- Accountants, roles and invitationsInvite accountants to your firm, give each one a firm role and an office, follow their workload, view the app as they see it, and suspend or offboard someone who leaves.
- Who works on whatAssign your accountants to clients, choose the role each one has in a client's books, name the person responsible and plan holiday cover with dated assignments.
- Bulk actionsDo the same work for many clients at once, such as the month-end checklist, closing the month or preparing VAT return drafts. Each client is checked first, and you confirm before anything changes.
- AI usage across clientsSee how much your firm uses Vera each month, per accountant and per company, and what Verasol bills for it under your agreement.
- Firm securityRequire two-factor sign-in for your staff, let them sign in with your Microsoft or Google work accounts, limit how long sessions last and act on a lost phone or a departing accountant.
- Your own client portalGive your staff and clients their own sign-in address in your firm's name, logo and colours, with Vera working as your firm's assistant.
- Audit trail and audit exportSee every change to who can open your clients, your staff, offices, roles and security, and export one file with the audit logs of your clients for an auditor or a regulator.
- Firm settings and officesSet up the offices of your firm, choose the head office, and find the firm's roles and security settings.