Verity for accounting firms

An accounting firm runs on other people's paperwork. The delay is almost always upstream.

Your team can close a client's books in a day, once the bank statement, the purchase bills and the sales register arrive. They rarely arrive together, or on time. So the month turns into a chase: who has sent what, who is waiting, which books are stuck and which fee is unpaid. Verity gives every client a monthly checklist, every task an owner and every document a record, so the chase happens from one screen and not from forty WhatsApp chats.

Verity in one line

One system that knows what each client owes you in documents, what each accountant owes in work, and what each client owes in fees, and tells you what is stuck today.

See your accounting firm in Verity See the 15 problems we solve

Free: we set up a working demo of your own business, on your own data, within 7 days. You pay only if your team decides to use it.

Built for teams that work in Tally or similar tools all day. Verity sits around that work and does not ask your staff to key anything twice.

Verity / Practice / Today

58 active clients

Live

Clients missing documents

17

7 over 5 days

Books stuck

9

waiting on a query

Filings due this week

26

5 not yet reviewed

Fees overdue

₹4.6 lakh

12 clients

September close by stage

  • Documents in51 of 58
  • Posted42 of 58
  • Reconciled32 of 58
  • Reviewed and sent22 of 58

Mehra Traders crossed ₹4.5 crore turnover this year. Check e-invoicing before the next quarter.

Review
  • Bank statement missing, Sai PharmaWaiting 9 days, owner DeepaChase
  • TDS return reviewDue 7 days, 3 clientsReview

Illustrative screen with sample figures. Yours is set up with your own clients, books, documents, staff and fees.

How it runs today

Most accounting practices are efficient inside the books and chaotic around them.

The real work of a bookkeeping or accounting practice is predictable: collect inputs, post entries, reconcile, prepare monthly statements, support statutory returns and answer the owner's questions. What breaks the rhythm is that inputs come from clients who are running their own businesses.

The documents arrive in WhatsApp, email, a courier bag and a shared drive. Someone has to download, rename and sort them, and then remember which client is still missing which month. An article on the ICAI's own AI platform describes exactly this: hours lost chasing documents, a crowded WhatsApp channel and no record of what was sent, when and by whom.

Work is tracked on a whiteboard or an Excel sheet. Hours are not tracked at all, so the firm cannot say which clients are profitable. Fees are invoiced late and followed up when someone remembers.

What most accounting firms run on

  • Tally or other accounting software
  • Excel sheet of clients and monthly status
  • WhatsApp groups per client
  • Email and shared drive for documents
  • A whiteboard or sheet for who is doing what

The accounting software is good at the books. Nothing connects the books to the people, the documents and the money owed to you.

15 problems, one by one

Where an accounting firm actually loses time and money.

These are the situations partners and managers of accounting practices describe again and again. For each one: what it looks like on an ordinary day, what it costs, and what Verity does about it.

  1. 01Clients

    Documents arrive late, partial and in the wrong place

    What it looks like

    It is the 8th. A retail client has sent the bank statement but not the purchase bills. A trader sends photos of bills on WhatsApp at 11 pm. A manufacturer says the files are "in the drive", but the link is not shared.

    What it costs you

    Books cannot be closed, and the staff who were meant to start on the 5th sit waiting, then work at night to catch up. A vendor guide on CA firms puts the cost at 10 to 15 days of overtime a month, a vendor claim worth testing with your own numbers.

    How Verity fixes it

    Each client has a monthly checklist of what you need: bank statements, purchase and sales registers, expense bills, payroll summaries. Verity shows what has arrived and what is missing for every client, and a task goes to the account owner for each gap. Staff send the reminder; Verity tracks who owes what.

    See the screen
  2. 02Work

    Nobody knows which clients are stuck, and where

    What it looks like

    The partner asks, "Where are we on the March close?" Three accountants give three answers. One client is waiting for a query reply, another for a review, a third for a bank statement.

    What it costs you

    A month-end that slips for one client slips for others because the same people are pulled across. Surprises reach the partner when the client is already upset.

    How Verity fixes it

    Each client's month is a set of stages: documents in, posted, reconciled, reviewed, delivered. Verity shows the board by stage and by person, with the oldest items first, so the partner sees the real position without asking.

    See the screen
  3. 03Clients

    Queries sit in WhatsApp and are answered once

    What it looks like

    An accountant asks a client what a ₹1.2 lakh transfer was for. The client replies two days later in a voice note. The answer is not written next to the entry, and the same query comes up next month.

    What it costs you

    Rework each month, mistakes in classification and no record to show a reviewer or an auditor why an entry was made.

    How Verity fixes it

    Queries are records against the client and the period, with the entry, the question, the answer and who answered. Open queries age on the screen and the answer stays with the record.

    See the screen
  4. 04Work

    Reconciliations that live on one person's laptop

    What it looks like

    Bank reconciliation for a distributor is in Excel with the senior. She goes on leave, and nobody knows which entries were matched, which are pending and why.

    What it costs you

    Reconciliation is the first thing to go wrong when staff change, and old unmatched items grow into year-end clean-up work.

    How Verity fixes it

    Reconciliation is a task per account per month with a status, the unmatched count and a reviewer. Working papers attach to the task, so another accountant can pick up the work from the record.

    See the screen
  5. 05People

    Staff workload is set by who shouts loudest

    What it looks like

    One accountant handles 18 clients and works until 10 pm. Another has 11 and leaves at 6. The manager gives the next new client to whoever happens to be near.

    What it costs you

    Overtime, errors in the overloaded and boredom in the underloaded, until the overloaded person leaves and takes her clients' knowledge with her.

    How Verity fixes it

    Verity shows each person's clients, open tasks, due dates and logged hours side by side, so new work goes to someone with room and the manager can rebalance before the crunch.

    See the screen
  6. 06People

    Hours are not tracked, so profitability is a guess

    What it looks like

    A small client on a fixed monthly fee of ₹6,000 sends 40 messages a month and needs three corrections. A larger client on ₹25,000 hardly calls. The firm thinks it earns more on the first.

    What it costs you

    Fixed fees that look fine on paper can lose money in hours. Example arithmetic: 30 hours a month at an internal cost of ₹400 an hour is ₹12,000 against a ₹6,000 fee.

    How Verity fixes it

    Staff log time against the client and task in a few taps. Verity compares fee, hours and internal cost for every client and shows the ones that lose money, so the fee, scope or work can be changed.

    See the screen
  7. 07Money

    Fees billed late and chased from memory

    What it looks like

    Quarterly fee notes go out in the second week of the next quarter. A client is 70 days overdue and the last reminder was a casual WhatsApp from a junior.

    What it costs you

    Cash tied up in receivables, and a service that goes on after the fee has stopped.

    How Verity fixes it

    Each client's fee terms and invoice dates are recorded. Verity raises invoice tasks on schedule, ages unpaid invoices and gives the partner a follow-up list with every reminder noted. The firm sends the bill and takes the payment; Verity tracks it.

    See the screen
  8. 08Money

    Scope creep that nobody prices

    What it looks like

    A client signed up for monthly bookkeeping. Now they ask for a loan proposal, a GST notice reply and a stock statement for the bank. All done as favours.

    What it costs you

    Unpaid work builds up quietly, and it is never discussed because each piece looks small.

    How Verity fixes it

    Each client has an engagement record that lists what is in scope. Extra requests are logged as separate tasks with hours, and Verity flags work outside scope so the partner can quote it.

    See the screen
  9. 09Compliance

    GST and TDS due dates tracked on a sheet

    What it looks like

    Monthly return dates are tracked in a calendar the manager keeps. A client moves from monthly to quarterly filing, or crosses a turnover limit, and nobody updates the sheet.

    What it costs you

    Late fees and interest, borne by the client and blamed on the firm. For monthly returns the due dates generally fall on the 11th and 20th of the next month, and the late fee is generally ₹50 a day for returns with tax, subject to caps.

    How Verity fixes it

    Each client's registrations and filing frequency are records, and due dates follow from them. Verity shows what is due this week across all clients, who is preparing and who is reviewing. Your team prepares and files on the portal; Verity keeps the calendar and the status.

    See the screen
  10. 10Compliance

    A client crosses the e-invoicing threshold and nobody notices

    What it looks like

    A trading client's turnover has crept past the limit. Its invoices are still raised in the old way, and the firm hears about it at the next audit.

    What it costs you

    Rework, rejected input credits for the client's customers and an uncomfortable conversation.

    How Verity fixes it

    Each client's turnover to date and the thresholds that matter to them are shown on the client record, with a review task when they come close. The accountant decides what applies; Verity makes sure the question is asked in time.

    See the screen
  11. 11Compliance

    Client files on personal devices and in chats

    What it looks like

    Statements, PAN and Aadhaar copies, salary data and payment screenshots are on staff phones and in WhatsApp backups. When a person leaves, so does the data.

    What it costs you

    A data leak is a serious client trust issue, and the Digital Personal Data Protection Rules notified in November 2025 are due to apply to most organisations that handle personal data about 18 months later.

    How Verity fixes it

    Client documents are records with permissions by role and by client, and every view and download is logged. Closing a leaver's access is one step.

    See the screen
  12. 12Clients

    Onboarding a new client takes weeks

    What it looks like

    A new client signs up. KYC copies, opening balances, chart of accounts, old returns and passwords arrive over three weeks, and no one is sure what has been received.

    What it costs you

    A slow start sets the tone for the relationship, and the first month's books are always shaky.

    How Verity fixes it

    A standard onboarding checklist creates tasks for the account owner and shows what is missing. The client record holds the chart of accounts notes, contacts and the agreed calendar from day one.

    See the screen
  13. 13People

    Staff leave and the client history goes with them

    What it looks like

    The accountant who has handled a client for three years resigns. The replacement does not know the quirks: the owner's personal expenses in the business account, the vendor with two names, the monthly journal for a loan.

    What it costs you

    Repeated mistakes and a client who feels the service has dropped.

    How Verity fixes it

    Notes, standing instructions and recurring entries are kept on the client record and on tasks. Reassigning a client moves its tasks and history to the new person.

    See the screen
  14. 14Owner

    The owner cannot see all clients in one place

    What it looks like

    With 60 clients, the partner relies on conversations in the corridor. Which are overdue, which are unhappy, which are unprofitable and which owe fees?

    What it costs you

    Decisions on hiring, pricing and which clients to keep are made by feel.

    How Verity fixes it

    The partner's screen shows documents missing, books stuck by stage, filings due, fees outstanding and hours against fees, per client and per person.

    See the screen
  15. 15Work

    Year-end becomes a rebuild

    What it looks like

    At year end the auditor asks for vouchers, confirmation letters and explanations for entries made months ago. The team searches chats and drives.

    What it costs you

    Weeks lost at the busiest time, and audit points that could have been avoided.

    How Verity fixes it

    Documents, queries and reconciliations were attached to each month's work, so the year-end pack is already in the record. Open items are visible weeks before the auditor asks.

    See the screen

The numbers behind it

The numbers that make these problems worth fixing.

From published sources, with the source named under each figure. Your own numbers will differ, and showing you yours is the first thing Verity does.

  • 4,07,629

    members of the Institute of Chartered Accountants of India as of 28 February 2025, with 1,59,557 holding a certificate of practice and 98,967 registered firms. Clients have a lot of choice and your service is compared.

    TaxConcept, ICAI statistics to 28 February 2025

  • 11th and 20th

    the dates by which monthly GSTR-1 and GSTR-3B returns are generally due. The late fee is generally ₹50 a day (₹25 CGST and ₹25 SGST) for returns with tax, subject to caps.

    TaxConcept, 2026

  • ₹5 crore

    the aggregate turnover above which e-invoicing generally applies, from 1 August 2023. From 1 April 2025 the portal rejects invoices reported after 30 days for taxpayers with turnover of ₹10 crore or more.

    TaxGuru, 2026

  • No audit trail

    is how an article on the ICAI's own AI platform describes document chasing over WhatsApp in a CA practice: hours lost, requests buried and no record of what was sent, when and by whom.

    AI in ICAI, 2026

The ICAI figures are a 28 February 2025 snapshot reported by a tax portal. The late fee and threshold details come from tax-news sites and software guides, not the notifications themselves, so confirm them on the GST portal. The overtime range is a software vendor's claim and is not an independent measurement.

What you will actually see

The screens you would use every day.

Six views, each built for one job. Names, columns and terms are set up in your firm's own language.

Screen 1 of 5

The partner's morning view

Documents still missing, books stuck, filings due, fees owed and hours against fees on one screen, with the items that need a decision below it. It replaces the Monday meeting to find out what is stuck.

Fixes

  • 09 GST and TDS due dates tracked on a sheet
  • 10 A client crosses the e-invoicing threshold and nobody notices
  • 14 The owner cannot see all clients in one place

Verity / Practice / Today

58 active clients

Clients missing documents

17

7 over 5 days

Books stuck

9

waiting on a query

Filings due this week

26

5 not yet reviewed

Fees overdue

₹4.6 lakh

12 clients

September close by stage

  • Documents in51 of 58
  • Posted42 of 58
  • Reconciled32 of 58
  • Reviewed and sent22 of 58

Mehra Traders crossed ₹4.5 crore turnover this year. Check e-invoicing before the next quarter.

Review
  • Bank statement missing, Sai PharmaWaiting 9 days, owner DeepaChase
  • TDS return reviewDue 7 days, 3 clientsReview

Screen 2 of 5

What each client has sent and still owes

A checklist per client per month, with what has arrived, what is missing and how long it has been waiting. Every upload and request is recorded, so there is a trail of what was sent and when.

Fixes

  • 01 Documents arrive late, partial and in the wrong place
  • 11 Client files on personal devices and in chats
  • 12 Onboarding a new client takes weeks

Verity / Document collection

September inputs

ClientBankPurchasesSalesWaitingStatus
Sai PharmaMissingReceivedReceived9 daysChase
Mehra TradersReceivedPartialReceived5 daysChase
Lotus SalonReceivedReceivedReceivedNoneComplete
Kumar Auto PartsMissingMissingReceived12 daysEscalate
Anand FoodsReceivedReceivedPartial3 daysChase
  • KYC and PAN copies, new client Verma LogisticsReceived 10 Oct
  • Opening balances confirmedWaiting on client
  • Previous year's returnsRequested 12 Oct

7 clients have not sent bank statements and are past 5 days.

Assign all

Screen 3 of 5

Monthly close, client by client

Every client's books by stage, with the oldest items first. Open queries and reconciliations sit on the same board, with the person who owns each step.

Fixes

  • 02 Nobody knows which clients are stuck, and where
  • 03 Queries sit in WhatsApp and are answered once
  • 04 Reconciliations that live on one person's laptop
  • 15 Year-end becomes a rebuild

Verity / Month-end close

September

Waiting for client2

  • Kumar Auto PartsBank and purchases, 12 daysEscalate
  • Sai PharmaBank statement, 9 daysChase

In books2

  • Mehra TradersPosting, 60% done, DeepaOn track
  • Anand FoodsQuery: ₹1.2 lakh transferQuery open

Review2

  • Lotus SalonReconciled, awaiting review, SureshReview
  • Patel Textiles2 unmatched itemsFix

Delivered1

  • Greenline ClinicStatements sent 9 OctDone
Open queryClientEntryAskedStatus
Nature of transferAnand Foods₹1,20,000, 14 Sep6 OctWaiting
Two invoices same numberPatel TextilesINV 22318 OctOpen

Screen 4 of 5

Who is carrying what

Each accountant's clients, tasks, due dates and logged hours, next to what the fees pay for. New clients go to someone with room.

Fixes

  • 05 Staff workload is set by who shouts loudest
  • 06 Hours are not tracked, so profitability is a guess
  • 13 Staff leave and the client history goes with them

Verity / Team

Next two weeks

PersonClientsOpen tasksDue this weekHours this monthStatus
Deepa183411172Overloaded
Suresh14227150On track
Anjali11154128Has room
Kabir (articled)812396Review needed

Fee against hours, by client this month

  • Anand Foods, ₹6,000₹12,400 cost
  • Sai Pharma, ₹18,000₹11,200 cost
  • Lotus Salon, ₹9,000₹3,600 cost

Anand Foods costs twice its fee in hours this month.

Review scope

Screen 5 of 5

Fees billed, owed and out of scope

Each client's engagement, what it covers, the invoice schedule and what is unpaid. Work outside the agreed scope is shown so it can be quoted before it is done.

Fixes

  • 07 Fees billed late and chased from memory
  • 08 Scope creep that nobody prices

Verity / Fees

This quarter

ClientFeeInvoicedPaidOverdueStatus
Sai Pharma₹18,000 / month₹54,000₹36,000₹18,000Chase
Kumar Auto Parts₹12,000 / month₹36,000Nil₹36,00073 days
Lotus Salon₹9,000 / month₹27,000₹27,000NilPaid
Anand Foods₹6,000 / month₹18,000₹18,000NilPaid
  • GST notice reply, Mehra Traders6 hours, outside scopeQuote
  • Loan proposal, Sai Pharma9 hours, outside scopeQuote

Illustrative screens with sample data. Layouts, fields, names and terms are set up around how your accounting firm works.

An ordinary day

The same 8th of the month, before and after.

What changes is not the accounting. It is that the chase, the queue and the fee follow-up are all in one record.

WhenTodayWith Verity
9:30 TodayThe manager scrolls through five WhatsApp groups to see who has sent what. With VerityThe documents screen shows 17 clients with something missing, oldest first, and a task for each account owner.
11:00 TodayAn accountant asks a client a question and the answer arrives as a voice note at night. With VerityThe query is on the client's record, and the answer is written beside the entry when it arrives.
1:00 TodayThe partner finds out in the lift that one client's close has not started. With VerityThe close board showed the client in "waiting for client" six days ago, with an escalation task already open.
3:30 TodayA junior is given a new client because he is nearest the manager. With VerityThe team screen shows who has room, and the new client goes to Anjali.
6:00 TodayHours for the month are guessed on a sheet at the end. With VerityTime was logged against clients as the day went, so the fee-against-hours view is already up to date.
Month end TodayFee notes are raised when someone has time and overdue clients are chased from memory. With VerityInvoice tasks were created on the dates in each engagement, and the overdue list has a reminder history.

How we work with you

We set it up with you, in four weeks.

You do not get a login and a manual. We sit with your team during a real month-end, build Verity around how your clients and work flow, bring your data in, then stay on.

  1. Week 1

    Discovery and mapping

    What we do
    Watch a month-end close from the 1st to the 10th, or sit with the team through its last few days. Follow a document from the client's phone to the finished statements, and note where it waits.
    What we need from you
    Two to three hours of a partner's time and an hour from each senior accountant. Your client list, engagement terms and a sample month of tasks.
    What you have at the end
    A written map of your practice: client types, monthly stages, filing calendar, fee terms, team and the first delays we will remove.

  2. Weeks 2 to 3

    Configuration

    What we do
    Set up client types, monthly checklists, stages, filing calendars by registration, time codes, engagement scopes, invoice schedules and permissions for partners, seniors, juniors and clients.
    What we need from you
    Review the setup with one manager and two accountants. Tell us where a checklist or a stage is wrong.
    What you have at the end
    A working Verity with your clients' checklists, calendars and fee terms, ready for data.

  3. Weeks 3 to 4

    Migration and training

    What we do
    Bring in your client list, registrations, engagement terms, open tasks and unpaid fees from your sheets. Train partners and accountants at their desks with real clients.
    What we need from you
    Your client sheet in whatever form it exists, and an hour with each role.
    What you have at the end
    Your clients, calendars and fees inside Verity, and a team that has run part of a close on it.

  4. After go-live

    Operations partnership

    What we do
    Stay on after launch. Review the first closes, tune the checklists and reminders, and handle changes when you add clients, services or staff.
    What we need from you
    A short monthly review with a partner.
    What you have at the end
    A system that keeps matching how the practice works, with someone responsible for it.

Bring these on day one

  • Your client list with services and fee terms
  • GST, TDS and other registrations per client
  • Last month's close tracker or whiteboard photo
  • Sample engagement letters
  • Staff list with roles

Your time

About 8 to 10 hours of a partner's time across the four weeks, mostly in week 1. Managers and seniors need a few more.

After go-live

Nobody is hired to run Verity. Documents, queries and hours are recorded as part of work the team already does.

Verity AI

Ask your practice a question. Get an answer, not a report to build.

Verity AI reads your own clients, tasks, documents, time and fees, and only what the asker is allowed to see. Ask in plain language, then turn the answer into tasks.

  • Your records only Answers come from your own accounting firms data, not from generic knowledge.
  • Right person, right view It only shows what the person asking is allowed to see.
  • Turns into action An answer can become a task assigned to a named person.

Verity / Ask

Which clients have not sent bank statements and are past five days?

Seven clients. Three are with Deepa, two with Suresh, two with Anjali.

  • Kumar Auto Parts12 days
  • Sai Pharma9 days
  • Verma Logistics7 days
  • Others4 clients at 5 to 6 days

Create chase tasks for each account owner

Verity / Ask

Which clients cost us more in hours than they pay in fees?

Four clients this month. Anand Foods is the highest at twice its fee.

  • Anand Foods₹12,400 cost against ₹6,000
  • Patel Textiles₹9,800 against ₹8,000
  • Others2 clients

Open a scope review for each

Verity / Ask

What filings are due before the 20th and not yet reviewed?

26 are due. Five have not been reviewed: three TDS returns and two monthly GST returns.

Assign reviewers and set due dates

Sample questions and answers with illustrative figures.

Without chasing

The follow-ups nobody has time to make.

Set once, then they run from your records. Your team still talks to clients and files on the portal; Verity makes sure the right person knows what to do.

When

A monthly document is not received by its date

  • Client marked as waiting
  • Task to the account owner
  • Escalation to the manager after your set number of days

When

A client's turnover or registration status changes

  • Filing calendar and thresholds rechecked
  • Review task to the senior
  • Change recorded on the client

When

A query is raised on an entry

  • Added to the client's open queries
  • Owner and date shown
  • Answer saved beside the entry

When

Hours on a client pass the fee limit you set

  • Flagged to the partner
  • Scope review task created
  • Outside-scope work listed for quoting

When

An invoice date arrives under an engagement

  • Invoice task created for the account owner
  • Hours and extras listed
  • Payment status tracked until closed

When

An invoice passes its due date

  • Added to the follow-up list
  • Task to the partner for the client
  • Reminder and reply history kept

Rules and paperwork

The rules an accounting firm has to keep up with.

Verity does not give tax or accounting advice and does not file returns. It keeps the calendar and the records these rules depend on in order, so your team prepares and files from a clear position.

  • GST return calendar

    What is expected

    Monthly filers generally file GSTR-1 by the 11th and GSTR-3B by the 20th of the next month, with late fees and interest for delay. Quarterly filers have different dates.

    How Verity helps

    Each client's filing frequency is on the record, and due dates and status are shown for every client in one view.

    TaxConcept, 2026

  • E-invoicing

    What is expected

    E-invoicing generally applies where aggregate turnover exceeded ₹5 crore in any year since FY 2017-18, and the portal rejects late reporting for turnover of ₹10 crore and above. Exemptions exist.

    How Verity helps

    Turnover to date is shown on the client record with a review task near the limit.

    TaxGuru, 2026

  • Income tax calendar

    What is expected

    Income-tax Act, 2025 applies from 1 April 2026, while income earned in FY 2025-26 is generally still assessed under the 1961 Act. Return dates differ by taxpayer type.

    How Verity helps

    Client tasks follow the filing category on the client record, and your accountant confirms the dates.

    Patron Accounting, 2026

  • Data protection

    What is expected

    The Digital Personal Data Protection Rules were notified on 13 November 2025, with most duties due about 18 months later. How they apply to your practice and its clients is for your adviser.

    How Verity helps

    Client documents have role and client permissions, and views and downloads are logged.

    Mondaq, 2025

Dates, thresholds and fees change by notification and differ by taxpayer type. Confirm current requirements on the official portals or with your chartered accountant.

Who sees what

Everyone sees the same records, through their own window.

An articled assistant should not see every client's fee. A client should only see their own checklist. Each role opens on what it needs.

  • Partner

    Is the practice on time, profitable and getting paid?

    Clients stuck, filings due, hours against fees, overdue fees and each person's load.

  • Manager

    What is stuck this week and who can take more?

    The close board, missing documents, queries ageing, reviews pending and the team's capacity.

  • Senior accountant

    What do I post, reconcile and review?

    Own clients, monthly tasks, queries to answer and reviews waiting.

  • Junior or article assistant

    What is my list today?

    Assigned tasks, document checklists and time entry.

  • Client (view only)

    What have I sent and what is still needed?

    Their own checklist, open queries and invoices, and nothing else.

Straight answers

What changes, and what stays the same.

Keep using

  • Tally or whichever accounting software you post in. We agree during setup how data reaches Verity.
  • The GST, TDS and income tax portals where your team files.
  • WhatsApp and email for clients. Staff reply
  • Verity tracks who owes a reply.
  • Your auditor and your own chartered accountant.

Verity does not

  • Keep the books or replace your accounting software.
  • File returns or make payments to any authority.
  • Send reminders to clients on its own.
  • Run payroll or give tax advice.

We bring your client list, registrations, engagement terms, open tasks and unpaid fees across from the sheets, whiteboards and chats you use now, in stages, so the month-end continues while it happens.

  • Excel
  • Google Sheets
  • Legacy ERP
  • CRM
  • One operating environment

Questions

Questions accounting firms ask.

Does Verity replace Tally or my accounting software?

No. Your team keeps posting in the software they use. Verity runs the work around it: documents, stages, queries, hours, filing calendar and fees.

Will it chase my clients for documents?

Your staff still send the reminder. Verity shows who is missing what, assigns the task to the right person and records that it was done and what the client said.

Can my clients upload documents themselves?

We agree with you during setup how documents reach Verity, whether through staff, a shared folder or a client view. Each client sees only their own checklist.

I have 25 clients and four staff. Is this too much?

A small practice has the same chase with fewer people. We set up only what you need, in the same four weeks, and leave out what you do not.

Can it tell me which clients are unprofitable?

Yes, once staff log time. Verity compares each client's fee with hours at your internal cost, so the clients that lose money show up and the fee or scope can be changed.

Does it file my GST and TDS returns?

No. Your team prepares and files on the official portals. Verity keeps the calendar, the owner and the reviewer for every client's return.

How do I stop staff taking client data when they leave?

Documents and client details are permissioned by role, access is logged, and closing a leaver's access is one step. Their open tasks move to someone else in the same step.

Who can see my data?

Only the people you allow. Access is set by role and by client, and every change is recorded with who made it and when.

How soon will I see something useful?

The missing documents list and fee ageing need only your existing client data, so we aim to have them first. Hours and profitability become reliable after a few weeks of logged time.

What does it cost?

It depends on the number of staff and clients and what you want set up. Message us and we will give you a clear number after a short conversation about how your practice runs.

Where the figures come from

Sources

  1. TaxConcept, ICAI statistics to 28 February 2025
  2. TaxConcept, GST late fees, 2026
  3. TaxGuru, e-invoicing rules, 2026
  4. AI in ICAI, 2026
  5. Patron Accounting, 2026
  6. Mondaq, DPDP Rules 2025, 2025
  7. AI Accountant, vendor guide, 2026

Last checked 15 October 2026. Published figures vary by region and method, so treat them as indicative, not as a promise of your results.

Start with the documents your clients owe you.

Tell us how your practice runs and we will show you the missing-document list, the stuck closes and the unpaid fees it would find, using your own numbers.

Get your free demo Email us

Free: we set up a working demo of your own business, on your own data, within 7 days. You pay only if your team decides to use it.