01
Documents arrive
Staff upload files or point Veritix at a monitored folder for client uploads, scans, and downloaded tax forms.
For small CPA firms and tax firms
On-prem tax document intake for small CPA firms
Veritix reads incoming tax documents inside your firm's environment, identifies form type, tax year, and likely client, then routes each file into a review queue before anything is filed.
Client tax documents never leave your environment.
Firm-hosted by design
Client tax documents stay inside your firm's environment.
Runs on your machine, server, or network
No cloud document processing APIs
No document content sent to OpenAI or third-party AI processors
Role-based access, file validation, and audit logs
Staff review stays in control before filing
How Veritix works
From upload to staff-approved filing
Veritix reduces the intake backlog before preparation starts: identify the document, suggest the client, route uncertainty to review, then file only after staff approval.
02
Veritix reads the file
The system detects form type, tax year, and payer details from W-2s, 1099s, K-1s, brokerage statements, scanned PDFs, and similar tax documents.
03
Likely client match is suggested
Veritix compares document details against firm records and proposes the likely client instead of making staff start from a blank PDF.
04
Staff review confidence and exceptions
Reviewers see confidence scores, suggested matches, and uncertain files in the review queue before anything is filed.
05
Approved files are organized
After staff approval, confirmed documents are renamed, organized, and filed into the firm's document structure.
Product queue
Review the match before the document is filed.
Veritix gives staff a queue with the file name, detected document type, tax year, suggested client, confidence score, review status, and staff approval action.
Low-confidence items stay in review so staff can correct the match before filing.
Document review queue
Staff approval required before filing
2 ready2 need review
moore_w2_scan.pdf
W-2 - 2025
- Suggested client
- James Moore
- Review status
- Ready for approval
smith_1099_nec.pdf
1099-NEC - 2025
- Suggested client
- Smith & Assoc.
- Review status
- Review suggested match
chen_k1_upload.pdf
K-1 - 2025
- Suggested client
- Diana Chen
- Review status
- Needs staff review
brokerage_statement.pdf
Brokerage - 2025
- Suggested client
- Possible match
- Review status
- Exception queue
DocumentForm typeYearSuggested clientScoreReview statusAction
moore_w2_scan.pdfW-22025James Moore94%Ready for approval
smith_1099_nec.pdf1099-NEC2025Smith & Assoc.88%Review suggested match
chen_k1_upload.pdfK-12025Diana Chen82%Needs staff review
brokerage_statement.pdfBrokerage2025Possible match64%Exception queue
Security model
Firm-hosted processing for sensitive client tax documents
Veritix is positioned for firms that want document intake help without sending client tax files to a cloud document processor.
Processing stays in the firm
Document reading, classification, matching, and review run inside the firm-hosted Veritix environment.
No external AI document processor
Client document content is not sent to OpenAI, cloud OCR APIs, or third-party AI processors for intake.
Review before filing
Staff see suggested matches, confidence scores, and exceptions before approving a filing action.
Traceable handling
Review actions, corrections, filing actions, metadata edits, and settings changes are recorded with user and timestamp details.
Built-in safeguards
Two-factor authentication for user accounts
Role-based access for admins, staff, and clients
File validation by actual file type, not only extension
Audit logs for intake, review, filing, and settings changes
Buyer questions
Direct answers before you book a demo
A CPA firm owner should not have to guess where client files go or who makes the final filing decision.
Does Veritix send tax documents to OpenAI or cloud AI APIs?
No. Veritix is positioned as firm-hosted software. Client document content is not sent to OpenAI, cloud OCR APIs, or third-party AI processors for intake.
Where are documents processed?
Documents are processed inside the firm's Veritix environment, such as a firm machine, server, or network deployment controlled by the firm.
Does staff still review files before filing?
Yes. Staff review is the default workflow. Veritix suggests form type, year, likely client, and confidence score so staff can approve or correct the match before filing.
What document types can Veritix recognize?
Veritix is built for common tax intake documents such as W-2s, 1099s, K-1s, brokerage statements, scanned PDFs, and client-uploaded files. Coverage can be confirmed against your firm's sample document set in a demo.
Is this for small CPA firms?
Yes. The website and product positioning are aimed at small CPA and tax firms that need less manual document sorting without giving up staff review.
What happens when Veritix is unsure?
Uncertain documents stay in the review queue with extracted details and confidence information. Staff resolve the match before filing.
Can it work with uploaded files and watched folders?
Yes. The intended intake flow supports direct uploads and monitored folders so firms can process client uploads, scans, and downloaded tax documents through one review queue.
Why it matters
Built for high-volume tax document intake during busy season
The goal is to remove repetitive first-pass sorting while keeping review decisions with the firm.
Reduce intake backlog
Staff spend less time opening PDFs just to determine form type, tax year, and likely client.
Catch uncertain matches earlier
Low-confidence files stay in the review queue instead of being hidden in the wrong client folder.
Keep filing authority with staff
Veritix prepares the suggestion. Your team approves, corrects, or holds the document before filing.
Create a clearer document history
The firm can see how a document entered intake, what was changed, who reviewed it, and when it was filed.
Demo preview
What you'll see in a 20-minute demo
See how Veritix helps a small tax firm intake, identify, review, and file client tax documents without sending document content to a third-party cloud processor.
Watch documents enter through upload or a monitored folder
See W-2s, 1099s, K-1s, scanned PDFs, and client uploads identified
Review suggested client matches and confidence scores
Route uncertain files into a staff review queue
Confirm how documents stay inside the firm's environment
Book a demo
Book a 20-minute Veritix demo
See how Veritix intakes, identifies, reviews, and files client tax documents while keeping document content inside your firm's environment.
Review W-2s, 1099s, K-1s, scanned PDFs, and client uploads in the queue.
Confirm how staff approval stays in control before filing.
See the firm-hosted processing model for sensitive tax documents.
Book a 20-minute demo
Tell us what your firm is sorting today so the demo can focus on your intake bottleneck.
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Prefer to email directly? support@veritix.app