Verifyle

Forum|Forum|6 years ago
December 29, 2019
1 reply
8 views

Anybody use Verifyle for clients to send documents

ProSeries Professional

This topic has been closed for replies.

Best answer by itonewbie

It's simple enough. In fact, we've had clients complain about being confused by Link but none for VeriFyle. In terms of functionalities though, there's much that could be improved upon as a relatively new product but I don't see those as deal breakers for a client portal.

You should try that both as an accountant and a client to simulate your day-to-day interactions to make sure it suits your needs, that you incorporate its use as part of your workflow, and that you understand it well enough to be able to answer your clients' questions about how it works.

itonewbie

Level 15

Yes, we do use VeriFyle as our client portal in addition to Link. What would you like to know?

---------------------------------------------------------------------------------Still an AllStar

clr600Author

Level 7

Are you satisfied with it and is it simple to use for your clients

itonewbieAnswer

Level 15

It's simple enough. In fact, we've had clients complain about being confused by Link but none for VeriFyle. In terms of functionalities though, there's much that could be improved upon as a relatively new product but I don't see those as deal breakers for a client portal.

You should try that both as an accountant and a client to simulate your day-to-day interactions to make sure it suits your needs, that you incorporate its use as part of your workflow, and that you understand it well enough to be able to answer your clients' questions about how it works.

---------------------------------------------------------------------------------Still an AllStar

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