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.
AES-256 encrypted. Organized by client, year, and document type. Clients upload W-2s, 1099s, and receipts directly.
Pre-built templates for individual and business returns. Clients complete on any device. Responses flow into your workflow.
Send engagement letters for electronic signature. ESIGN Act compliant. Timestamped audit trail with IP address logging.
Replace email for client communication. Threaded conversations. Read receipts. File attachments inline.
Create invoices, send payment links. Clients pay via credit card or ACH. Automatic reminders for overdue invoices.
Your logo, your colors, your domain. Clients see your firm — not ours. Builds trust and professionalism.
Set up in under 30 minutes. No credit card required. Up to 3 clients free forever.
Start Your Free Trial