Software for the
tax profession.
One system for the work around every return. Now in development.
Request access
The practice,
connected.
Vezi is being built to connect your clients, return work, and the people and information they depend on.
Client
The relationship.
Return
The year and the work.
Request
What is needed.
Evidence
What has arrived.
Review
Your firm’s decision.
Workflow model. Tax calculation and filing stay in your tax software.
Intelligence,
with judgment.
We’re developing document intelligence to organize incoming information, connect it to requests, and surface changes from prior years.
Your firm retains the decision.
Assistance belongs inside the workflow. Review and professional judgment stay with you.
Access follows responsibility.
Staff and clients have distinct access. Roles and client relationships determine who can see and act on the work.
A partnership.
Not just an account.
Access begins with a reviewed application, an invitation to the named owner, and guided setup for your firm.
Access begins with an application.
Tell us about your firm. Vezi reviews each application and invites the named owner to set up the workspace.
Request access