CPA firms handle sensitive tax and financial data that requires IRS-compliant security. Veniara provides AES-256 encryption, audit logging, and IRC 7216 compliance support.
Sound familiar?
IRS Publication 4557 requires a Written Information Security Plan
WISP-compliant security: AES-256 encryption, audit logging, MFA support Email is not compliant for transmitting SSNs and tax documents
Encrypted portal replaces email for all client document exchange Clients forget to send documents, delaying returns
Tax organizer questionnaires with automatic reminders Managing engagement letters and signatures across tools is tedious
E-signatures for engagement letters — ESIGN Act compliant Ready to give your clients a better experience?
Free for up to 3 clients. Set up in under 30 minutes.
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