Run your tax practice.
Not the paperwork.
Verexa brings your clients, documents, organizers, workflows, communications, signatures, tasks and team operations into one purpose-built workspace for tax professionals.
Good morning, ERO
Client pipeline
Team workload
Sarah · 18 clients
Marcus · 14 clients
Taylor · 11 clients
One workspace
Clients, documents, workflows and communications together.
Built for tax
Designed around how tax offices actually operate.
Your team, your rules
Roles, permissions and assignments for growing offices.
Flexible resources
Prepaid communication usage that scales with you.
One system for the work your tax software doesn't manage.
Verexa is not trying to replace your tax preparation software. It organizes the business around it so your team knows what needs to happen, who owns it and what comes next.
Client CRM
Keep every client, contact, note, status and activity record in one place.
Pipelines & workflows
Build visual pipelines, triggers, actions, conditions, branches and automated follow-up.
Documents
Collect, organize, request, share and track client documents without chasing email threads.
Forms & organizers
Build public forms and client organizers with conditional logic and automatic routing.
Signatures & engagements
Send engagement letters and documents for electronic signature and track what is still pending.
Communications
Keep email, SMS and communication history tied to the client record with prepaid usage.
Team management
ERO workspaces add seats, roles, permissions, assignments, preparer profiles and team visibility.
Client portal
Give clients one secure place to upload documents, complete organizers, sign and see what you need.
Reporting
See pipeline activity, workload, outstanding work, workflow performance and team activity.
From first contact to completed work.
Your client journey stays visible from intake through documents, preparation, review, signatures and completion.
Bring the lead in.
New clients can enter through staff entry, your public form or a client organizer.
Make the work visible.
The client record, pipeline, document requests and tasks stay connected.
Let workflows move it.
Send messages, create tasks, branch on conditions and move work forward automatically.
Put work with the right person.
Assign clients and tasks to your team or connect an independent PTIN to share selected files.
Know what is waiting.
Keep signatures, missing documents, pending tasks and review work visible.
Finish with a history.
Every completed workflow leaves a clear record of what happened and who handled it.
One person today. A team tomorrow.
Verexa uses the same workspace foundation as your practice grows. Add people when you need them without turning every employee into a separate business workspace.
Independent PTIN
Your own workspace, one user, full core CRM and client operations.
ERO
Your workspace plus team seats, roles, assignments, ERO profile, reporting and controlled PTIN connections.
Service Bureau
Your workspace plus multi-ERO, multi-office and organization-level management.
Your account stays yours.
When you stop working alone, Verexa grows with you.
ERO workspaces add the organizational controls that independent preparers don't need: people, permissions, assignments, team workflows, reporting and ERO-specific management.
Team
Invite users, manage roles, activate/deactivate accounts and control access.
Assignments
Assign clients, tasks, reviews and workflow steps to the right person.
Connections
Connect independent PTINs and control exactly what is shared.
ERO Profile
Keep firm, ERO and protected EFIN information in one controlled area.
Separate workspaces. Clear permissions. Controlled sharing.
A person has a login. A business has a workspace. A seat is membership in a workspace. Connections between independent PTINs and EROs are controlled sharing relationships—not a back door into another business.
Workspace isolation
Business data stays inside its workspace.
Role-based access
Users see only what their role permits.
Controlled documents
Share specific items without opening the workspace.
Workspace resources
Storage and communication balances belong to the workspace.
Questions, answered.
Is Verexa tax preparation software?
No. Verexa is the business operating system around the tax return. Your tax preparation software handles the actual return and filing while Verexa manages clients, documents, organizers, workflows, communications and office operations.
What is the difference between a PTIN and an ERO workspace?
An Independent PTIN owns a one-user workspace. An ERO owns a workspace and can add users, assign clients and tasks, manage permissions, monitor team activity and connect with independent PTINs.
Do seats get their own workspace?
No. Every person gets their own login, but a seat operates inside the workspace owned by the main account holder. Seats share workspace resources and only see what their permissions allow.
Can an Independent PTIN work with an ERO without giving up their workspace?
Yes. The PTIN keeps their own login, workspace, clients, storage, communications and billing. They can selectively share files with the ERO without giving the ERO broad access to the PTIN workspace.
How do email, SMS and phone usage work?
Every plan includes a one-time free amount of email and SMS, granted when you sign up. Usage beyond that is billed at standard additional-usage rates -- see the Pricing page for the exact numbers.
What happens when I add team members?
Team and Firm plans include multiple seats out of the box, and you can add more at any time for a flat per-seat rate. Adding a seat never creates a separate workspace or a separate storage allocation -- see Pricing for current seat counts and rates.
Does Verexa transmit tax returns to the IRS?
No. Verexa is intentionally not responsible for IRS transmission. It organizes the business around the tax return while tax software and filing providers handle return preparation and submission.
Your tax office deserves a system built around the way you actually work.
Start with your own workspace. Add your team when you're ready. Keep your clients, documents and workflows organized from one place.