POWERING
THE C&I TECHNOLOGY
OF NATIONAL ACCOUNTING FIRMS
THE TECH
WORKFORCE TAX CREDIT PLATFORM
-
Custom brand control
-
Custom subdomain & hosting
-
Federal workforce tax credit e-filing and compliance
-
State & local C&I parallel processing
-
Reporting
-
1-click new client activation
-
Quick Launch On-boarding
-
Internal / External Support
-
Email & Phone Support
-
Fully scalable for your org
MONITORING &
WORKFLOWS
-
Nationwide monitoring of 8,000+ jurisdictions
-
Company locations
-
Federal WOTC & NMTC
-
Work Opportunity Tax Credit
-
New Markets Tax Credits
-
State & Local Workforce Credits and Incentives
-
Enterprise Zones
-
Public Incentives
-
Training Grants
-
R&D Credits
A.I. POWERED SURVEY SYSTEM
-
Multi-role survey system
-
Question logic powered by Artificial Intelligence
-
AI-enabled superb user experience
-
Duplicate requests eliminated
-
Minimum questions displayed
-
Merged workflows for all programs enrolled by company
-
Paperless
-
Online survey
-
Mobile survey
-
SMS text messaging
-
E-signature
MEET VERISUM
WHO WE ARE
Since 2010, we have been building technology solutions for SALT professionals at national accounting firms for their corporate clients.
We are honored to be working with some of the largest and oldest accounting firms in the United States, several were founded over 100 years ago!
We are proud to provide our partners with technology they can leverage to provide best in class service to their corporate clients.
OUR VISION
VeriSum allows tax professionals to focus on the big picture with their corporate clients. Tax professionals provide high touch, high level consultation.
Our platform bolts on to your firm as the mid and back office.
With the tedious and laborious work offloaded, you are free to scale the practice group.
Because the platform is size agnostic, and the workflow is automated you can also engage all your corporate clients without sweating ROI.
OUR TECHNOLOGY
We focus on building platforms that are powerful enough to free up professionals to do their highest level client work.
At the company level, stakeholder departments are seamlessly bridged: Real Estate, Recruiting, Human Resources, Payroll, and Tax. By extension, we integrate with the core platforms they use every day, like Workday.
At the accounting firm level, professionals have a global view of client history, progress, forward-looking workforce C&I opportunities.
USING VERISUM
