Document Collection Made Effortless for Tax Professionals
Stop chasing clients for documents. VeriFile automates your document requests with smart reminders, AI verification, and a client-friendly portal that gets you what you need - on time, every time.
Everything You Need to Collect Documents Effortlessly
Streamline your tax season workflow with powerful tools designed specifically for accounting professionals.
Automated Reminders
Set it and forget it. Schedule automatic email and SMS reminders that nudge clients until they submit their documents. Customize frequency and tone for each request.
AI Document Verification
Our AI automatically verifies uploaded documents match what you requested. Catch incorrect W-2s, missing pages, and wrong tax years before they slow you down.
Client Portal
Give clients a simple, secure portal to upload their documents. No accounts to create - just a magic link and they're uploading in seconds. Mobile-friendly too.
Bulk Operations
Send requests to hundreds of clients at once. Import from CSV, apply templates in bulk, and manage your entire client base efficiently during tax season crunch time.
Tax Season Dashboard
See your entire tax season at a glance. Track which clients have submitted, who's overdue, and what's pending review. Real-time progress tracking keeps you in control.
Calendar & Kanban Views
Visualize deadlines and workflow your way. Switch between calendar view for due dates or Kanban boards for document status. Drag and drop to update progress instantly.
Four Simple Steps to Document Collection Bliss
Get started in minutes and transform how you collect client documents.
Create Request Templates
Build reusable templates for common document sets like individual tax returns, business filings, or quarterly bookkeeping.
Assign to Clients
Select clients and assign templates. Set due dates, customize messages, and configure reminder schedules for each request.
Clients Upload via Portal
Clients receive a secure link to your branded portal. They upload documents from any device - no app downloads or accounts needed.
AI Verifies & You Approve
Our AI checks each document for correctness. Review flagged items, request resubmissions if needed, and approve when ready.
Simple, Transparent Pricing
Choose the plan that fits your firm. All plans include a 45-day free trial.
Perfect for solo practitioners and small firms getting started with automated document collection.
- Up to 20 active clients
- Unlimited document requests
- Email reminders
- Client portal
- 12-month document retention
- SMS reminders
- AI document verification
- API access
For growing firms that need advanced features and higher capacity during tax season.
- Unlimited active clients
- Unlimited document requests
- Custom Message Templates
- Email + SMS reminders
- Branded client portal
- 36-month document retention
- AI document verification
- Priority support
- API access
Trusted by Accounting Professionals
See what our customers have to say about VeriFile.
"VeriFile has completely transformed our tax season. What used to take weeks of back-and-forth emails now happens automatically. Our clients love how easy it is to upload their documents."
"The AI verification feature alone is worth the price. It catches mistakes that would have cost us hours of rework. Last tax season we processed 40% more returns with the same team."
"I was drowning in reminder emails and phone calls before VeriFile. Now my clients get gentle nudges automatically, and our submission rate went from 60% on-time to over 90%."
Ready to Streamline Your Document Collection?
Join hundreds of accounting firms who have transformed their tax season workflow. Start your 45-day free trial today - no credit card required.