Tax advisors
When is the VAT return due, is this deductible, which receipt is still missing. Verselo knows your deadline calendar, internal notes and checklists, and answers with the passage the answer comes from.
Deadline calendar, procedures and checklists in one folder, including scans. For When is the quarterly VAT return due for clients on extended deadlines? Verselo cites the document and paragraph. One click opens the source.
Company knowledgeYour team finds your firm's guidelines on meals, home offices and mileage in its own internal notes in company knowledge.
Deliberately notTax advice. Verselo shows what your documents say. Each individual case stays with your advisors.
An agent drafts a reminder in your firm's tone from the list of outstanding receipts. You review it and send it yourself.
AgentsStraight from the chat: Word on your template, PDF on your letterhead or Excel with outstanding documents per client.
Documents & templatesEvery Monday at 8, a scheduled task summarises the next two weeks from your deadline calendar. The result lands in your inbox with an email notice.
Deliberately notMonitoring deadlines for you. The task reads your own calendar, and meeting each deadline stays with the firm.
Workflows & scheduled tasksFrom the microphone or an uploaded recording: a transcript by speaker and decisions, open questions, tasks. The recording notice is on. You obtain participants' consent.
Deliberately notJoining an online meeting as a bot. Recording only happens through a browser tab, the microphone or an uploaded file.
MeetingsVerselo processes documents and chats in EU data centres and does not train models on your data. You decide who gets access, which models are allowed and how long chats are kept. One exception, stated openly: web search sends only the search terms to a search engine. Admins can switch web search off.
A tax firm uses Verselo for knowledge and writing work: looking up filing deadlines in its own calendar, finding internal notes on deductible expenses, drafting reminders for missing receipts and producing client letters as Word or PDF on its letterhead. Verselo does not give tax advice. Each individual case stays with the advisor. See the product →
The firm uploads its deadline calendar, procedures manual, checklists and internal notes to a shared folder, as PDF, Word, Excel or scans. Verselo answers questions like “Which documents do we need for an inheritance tax return?” with the document and paragraph, and one click opens the source. Personal notes go into private folders. Where the data lives →
Three agents fit from day one: one that drafts reminders for outstanding receipts in the firm's tone, one that prepares answers on deadlines with the source from your calendar, and one for standard letters such as requesting year-end documents. In Verselo you build an agent by describing what it should do, then share it with the team. Book a call →
Start with one folder and one agent: the deadline calendar and procedures manual first, then the reminder agent. You can set it up yourself with onboarding videos. A team workshop is a separate offer. On a call we show you Verselo on your own case. Workshop in Resources →
On a call we show you Verselo with questions from your own firm. We also work out which plan fits your team.