FOR ACCOUNTANTS
Your clients’ documents. Organized, archived, and backed by proof.
Verifical gives your firm a secure client portal where every document has a delivery record, a conversation thread, and a permanent archive.
Stop chasing documents. Start receiving them.
Every accounting firm knows the cycle: you request documents, clients forget, you send reminders, files arrive in random formats through random channels — email, in person, USB drives, WeTransfer links. You spend hours sorting, renaming, and matching files to clients.
Verifical ends that cycle. Your clients get a simple portal. You get organized, trackable, permanent document exchange.
Replace paper drops and email attachments
Problem: Clients still bring documents in person or send them as email attachments — both are inefficient and hard to track.
Solution: Verifical gives every client a secure upload space tied to your firm. Upload files directly, CC your unique Verifical email address, or import ISDOC and Peppol/UBL invoices — everything arrives automatically, extracted and ready to review. Documents end up where they belong, not on your desk or buried in your inbox.
One place, one structure, zero chaos
No more documents scattered across email inboxes, shared drives, desktop folders, and physical trays.
Verifical organizes everything by client, category, and date. You always know where to find what you need — and so does your team.
Proof of delivery for every document
Every upload is timestamped and attributed. You see exactly what was submitted, by whom, and when. Your client has the same record.
No more disputes about whether a document was delivered. Both sides have proof.
Notes and discussion on every document
A client uploads a bank statement but the numbers don’t add up? Add a note directly on that document. Your client responds in the same thread. The entire conversation lives with the file — not scattered across emails, phone calls, and sticky notes.
Document archive and history
Every file exchanged between you and your client is stored and organized long-term. Need to find a document from two years ago? Search and access it instantly. A complete audit-ready archive of your document exchange.
Client experience that makes you look professional
Your clients log in to a clean, branded portal. No clunky software, no confusing interfaces. They upload their files, see your notes, respond — and they’re done. Happy clients, fewer support calls.
Security you can stand behind
Financial documents demand serious protection. Verifical encrypts everything, controls access per-client, and maintains a full audit trail so you always know who accessed what and when.
Supplier invoices —delivered directly, no middleman
Your clients’ suppliers can upload invoices straight to Verifical. No more invoices getting lost in your client’s email or arriving late in a paper stack. Your client invites their supplier, the supplier uploads the invoice, and both you and your client see it immediately — with full status tracking from uploaded to processed.
Structured invoice processing
ISDOC and Peppol invoices are extracted instantly — no AI, no manual work. Combined with AI extraction for scanned documents, every invoice arrives ready to export.
AI reads your documents so you don’t have to
Every invoice that arrives needs the same thing: someone opens it, finds the key details — document number, date, amount, supplier name — and types them in manually. It’s repetitive, slow, and easy to get wrong.
Verifical does this automatically. When a document is uploaded, AI extracts the key data and fills in the details for you. You review and confirm instead of retyping. Less manual work, fewer errors, faster processing.
Invoices arrive automatically via email
Every company on Verifical gets a unique collection email address. Your clients or their suppliers just CC that address when sending an invoice. The document lands in the platform automatically, AI reads the key details, and it’s ready for you to review. No downloading attachments, no manual uploads, no sorting. Invoices just arrive — organized, read, and waiting for approval.
How firms use verifical
Tax season document collection
Clients upload from home instead of visiting your office. Track what’s submitted and what’s missing in real-time.
Onboarding new clients
Collect all necessary documentation in one structured flow with full proof of delivery.
Ongoing document exchange
Payroll, invoices, receipts — a permanent channel for recurring needs with notes and discussion on each file.
Audit preparation
All documents organized, timestamped, and accessible. A complete archive ready when you need it.
Resolving document questions
Flag issues directly on a document and get your client’s response in the same thread. No email back-and-forth.
Supplier invoice collection
Your clients invite their suppliers to upload invoices directly. You receive them organized and on time — without your client acting as middleman.
Invoice ingestion via email
Your partners CC invoices to a unique email address. Documents arrive automatically, AI-read and ready for review — no manual upload needed.
Speed up all processes!
See it in action
Start your free trial and invite your first client in under 5 minutes.
