Help
Introduction
Vezi is software for tax practices and their clients, in development and available by invitation. This page explains how to sign in, recover access to your account, and reach the right people for help.
Who to contact
If you are a client of a tax practice, contact your practice first. Your practice manages your access, your requests, and your documents, and can answer questions about your return. Vezi cannot change your access or answer questions about your tax matters.
If you work at a practice, contact your practice’s administrator. Administrators invite and remove staff and clients.
If you want to use Vezi for your practice, request access at my.vezi.app/apply. Vezi reviews each application.
For help with Vezi itself, email support@vezi.app. For privacy requests, email privacy@vezi.app. To report a security issue, email security@vezi.app. Never include passwords, verification codes, recovery codes, or tax documents in an email.
Signing in
Every Vezi account uses two-step verification. After your password, you confirm it is you with a passkey or a code from an authenticator app. This cannot be turned off.
When you add an authenticator, you can also save recovery codes. Each recovery code works once. Keep them somewhere safe and separate from your phone.
For your security, Vezi signs you out after 30 minutes without activity, and at most 8 hours after you sign in.
If you forgot your password
On the sign-in page, choose Forgot password? and enter your email address. If an account exists, we send a link to choose a new password. The link expires after 15 minutes.
Choosing a new password signs you out on every other device. You still confirm it is you with your passkey or authenticator the next time you sign in.
If you lost your authenticator or passkey
On the verification step, choose Use a recovery code if you saved them. If you cannot use a recovery code, contact your practice’s administrator, who can help you regain access.
If sign-in is paused
After several unsuccessful attempts, Vezi pauses sign-in for your account for a few minutes, up to 15 minutes. Wait, then try again, or reset your password.
Invitations
Practices invite their staff and clients. An invitation arrives as one email from Vezi and expires after 7 days. If it has expired, ask the person who invited you to send a new one.
If you do not have a Vezi account, the invitation takes you through creating a password and adding an authenticator. If you already have one, you sign in and accept.
Uploading documents
Your practice tells you which documents it needs. Files can be up to 25 MB each. Accepted formats are PDF, PNG, JPEG, HEIC, CSV, TXT, ZIP, XLSX, and DOCX.
Upload documents only through Vezi. Do not send tax documents by email.
Keeping your account secure
Vezi never asks you to send your password or a verification code by email, phone, or text message. If a message asks for them, do not respond.
Vezi emails you when your password changes, when a new sign-in method is added, and when your account is used from a new device. If you do not recognize the activity, reset your password; this also signs you out everywhere. In Settings you can review your devices, sign out everywhere, and remove sign-in methods you do not recognize.
Security notices cannot be turned off. You can choose whether to receive reminders.
Closing your account
You can request account closure in Settings. You must first be removed from any practice you belong to, and Vezi reviews each request. Closing an account ends your sessions and sign-in methods. Records needed for security, audit, and your practice’s obligations are kept.
If you are a client, your practice decides what happens to the documents you shared with it.
Accessibility
We design Vezi to work with keyboards, screen readers, zoom, and system display settings, and we test against WCAG 2.2. If something is difficult to use, tell your practice.