Trusted TAX Consultancy
POWERING THE C&I TECHNOLOGY OF NATIONAL ACCOUNTING FIRMS
We focus on building platforms that are powerful enough to free up professionals to do their highest level client work.
Our Services
THE TECH
WORKFORCE TAX CREDIT PLATFORM
Custom brand control
Custom subdomain & hosting
Federal workforce tax credit e-filing and compliance
Reporting
1-click new client activation
Quick Launch On-boarding
Internal/External Support
Email Support
Fully scalable for your organization
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
Duplicate requests eliminated
Minimum questions displayed
Merged workflows for all programs enrolled by company
Paperless
Online Survey
Mobile Survey
SMS text messaging
E-signature
Why Choose us
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.
Ready to STOP overpaying tax?
Schedule a free consultation to discuss your technology needs and discover how we can help your business thrive.
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