Verona

Intelligence designed for tax and accounting.

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AI trained on authoritative federal and state tax research.

Core Congressional, Treasury, & IRS search engines

Commentary and analysis from 90+ reputable publications

Detailed, actionable citation engine for every AI answer

Updated every day with primary sources and synthesis

Internal research and procedures seamlessly integrated

Statutes, regulations, & legislation for every State

Millions of Tax, Federal Appellate, Claims, and State court opinions

5M+ invaluable documents searchable in plain english

Securely integrate client data for instant, research‑backed insights.

Quickbooks financials

Connect client QuickBooks data to combine core financials with domain-speific AI

Outlook emails

Include communication with clients as context for AI to answer questions

Verona AI

Our Embedded Engineering team can connect any of your internal software we don't yet natively support

Salesforce CRM

Leverage core CRM data to provide a more complete picture of client needs

UltraTax CS returns

Combine client returns with authoritative AI research for fast, powerful advisory

Quickbooks financials

Connect client QuickBooks data to combine core financials with domain-speific AI

Outlook emails

Include communication with clients as context for AI to answer questions

Salesforce CRM

Leverage core CRM data to provide a more complete picture of client needs

UltraTax CS returns

Combine client returns with authoritative AI research for fast, powerful advisory

Sharepoint documents

Integrate documents, folders, drives & lists from your Sharepoint instance in 1-Click

Quickbooks financials

Connect client QuickBooks data to combine core financials with domain-speific AI

Outlook emails

Include communication with clients as context for AI to answer questions

Salesforce CRM

Leverage core CRM data to provide a more complete picture of client needs

UltraTax CS returns

Combine client returns with authoritative AI research for fast, powerful advisory

Sharepoint documents

Integrate documents, folders, drives & lists from your Sharepoint instance in 1-Click

Verona.

Verona.

Verona.

Core Congressional, Treasury, & IRS search engines

Commentary and analysis from 90+ reputable publications

Detailed, actionable citation engine for every AI answer

Updated every day with primary sources and synthesis

Internal research and procedures seamlessly integrated

Statutes, regulations, & legislation for every State

Millions of Tax, Federal Appellate, Claims, and State court opinions

5M+ invaluable documents searchable in plain english

Quickbooks financials

Outlook emails

Verona AI

Salesforce CRM

UltraTax CS returns

Quickbooks financials

Outlook emails

Salesforce CRM

UltraTax CS returns

Sharepoint documents

Quickbooks financials

Outlook emails

Salesforce CRM

UltraTax CS returns

Sharepoint documents