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.
Your deadline calendar, procedures manual and checklists sit in a shared folder. Someone asks: When is the quarterly VAT return due for clients on extended deadlines? The answer names the document and paragraph, and one click opens it. Verselo reads scanned pages too.
Company knowledgeYour internal notes on meals, home offices or mileage are in the company knowledge. The team finds in seconds how the firm has handled it before, without interrupting the colleague who knows everything.
Deliberately notTax advice. Verselo shows what your documents say. Each individual case stays with your advisors.
An assistant knows how your firm words reminders. You give it the list of outstanding receipts and it drafts the email to the client in your firm's tone. You review it and send it yourself.
AssistantsFrom the chat you get a Word document on your template, a PDF on your letterhead or an Excel list of outstanding documents per client. No pasting from a chat into another program.
DocumentsVerselo 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 Google. 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 assistants 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 assistant by describing what it should do, then share it with the team. Request a demo →
Start with one folder and one assistant: the deadline calendar and procedures manual first, then the reminder assistant. You can set it up yourself with the checklist in the product, or we do it with you. A team workshop is a separate offer. Until launch we show it to you on a call. Workshop in Resources →
On a call we show you Verselo with questions from your own week. Afterwards you know whether it fits your firm.