Veniara gives your accounting clients a single, secure place to share documents, sign forms, complete questionnaires, message you, and pay invoices. All under your brand.
No credit card required. Free for up to 3 clients, forever.
W-2_AcmeCorp_2025.pdf
245 KB · Apr 1
Engagement_Letter.pdf
128 KB · Mar 28
Q1_PnL_Report.xlsx
1.2 MB · Mar 25
1099-NEC_Freelance.pdf
89 KB · Mar 20
Sign up, add your logo and brand colors. Takes about 10 minutes.
Add clients by email. They get a secure link to access their portal.
Upload documents, send questionnaires, request signatures, and invoice — all from one place.
Stop juggling Dropbox, email, DocuSign, and spreadsheets.
AES-256 encrypted document exchange. Clients upload W-2s, 1099s, and receipts into organized folders. No more email attachments.
Threaded conversations per client. Share files inline. Read receipts so you know when messages are seen.
Create invoices, send payment links. Clients pay via credit card or ACH through Stripe. Auto reminders for overdue invoices.
Pre-built templates for individual and business tax returns. Clients complete them on any device. Responses flow directly to you.
Send engagement letters for electronic signature. ESIGN Act compliant with timestamped audit trail.
Your logo, your colors, your custom domain. Clients see your firm — not ours. Builds trust and professionalism.
No per-client fees. No hidden charges. Cancel anytime.
For solo practitioners
For growing firms
For established firms
Your clients trust you with their most sensitive information. We take that responsibility seriously.
All files encrypted at rest and in transit. TLS 1.3 for all connections.
Every database query is automatically scoped to your organization. Data isolation at the infrastructure level.
Clients only see their own data. Staff permissions control who can view, edit, and manage.
Free for up to 3 clients. Set up in under 30 minutes. No credit card required.
Start Your Free Trial