Advisor platform
Run your firm from one dashboard
The Vervow platform is built for advisors, not accountants. It shows you what matters: your clients, the work our team is doing for them, and what you’ve earned.
What you can do
Send proposals
Build a proposal from Vervow’s service menu and pricing in minutes, and get it signed online.
Onboard clients
Clients sign engagement letters and upload documents in a secure portal. Our team takes it from there.
See work status
Know where every client’s books, payroll, and filings stand, without doing any of it yourself.
Route questions
Pass any technical client question to Vervow’s accounting team and see the answer in one place.
Get paid
Clients are billed automatically, and your share of every invoice is paid out to you.
Grow accounts
Reminders for check-ins, renewals, and new services a client might need.
How a typical month works
- 01
You check in
A quick call or message to each client. Anything new going on in their business?
- 02
Our team does the work
Vervow’s accountants close the books, run payroll, and handle filings.
- 03
Clients get their reports
Monthly reports go out under your firm, with your name on the relationship.
- 04
You get paid
Billing runs automatically, and your share is paid out to you.
Ready to start your firm?
The application takes about 10 minutes, it’s free, and no accounting background is needed.