Built specifically for accounting firms

The client portal your accounting firm actually needs

Stop cobbling together Dropbox, email, and DocuSign. Veniara gives your clients a single, secure portal for documents, messages, questionnaires, signatures, and payments — with templates built for tax and accounting workflows.

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Set up in 30 minutes AES-256 encryption Built for small firms

Sound familiar?

Problem: Clients email sensitive tax documents

Veniara: AES-256 encrypted file portal with drag-and-drop uploads

Problem: Chasing clients for missing documents

Veniara: Automated questionnaires with reminders — clients complete on their phone

Problem: Paying for DocuSign, Dropbox, AND a messaging tool

Veniara: One portal replaces all three for $49/month

Problem: Clients call asking 'where's my refund?'

Veniara: Self-service portal with status updates and document access 24/7

Problem: Generic portals don't speak accounting

Veniara: Pre-built tax organizers and engagement letter templates clients can complete online

Everything your accounting practice needs

Secure Document Exchange

AES-256 encrypted. Organized by client, year, and document type. Clients upload W-2s, 1099s, and receipts directly.

Tax Organizer Questionnaires

Pre-built templates for individual and business returns. Clients complete on any device. Responses flow into your workflow.

E-Signatures

Send engagement letters for electronic signature. ESIGN Act compliant. Timestamped audit trail with IP address logging.

Secure Messaging

Replace email for client communication. Threaded conversations. Read receipts. File attachments inline.

Online Invoicing

Create invoices, send payment links. Clients pay via credit card or ACH. Automatic reminders for overdue invoices.

White-Label Branding

Your logo, your colors, your domain. Clients see your firm — not ours. Builds trust and professionalism.

Try Veniara free for 14 days

Set up in under 30 minutes. No credit card required. Up to 3 clients free forever.

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