For Accounting Firms

Save your sales team time with SALESiQ. Designed specifically for the needs of Accounting Firms.

Customer acquisition is hard. See your potential client’s Financials at the beginning of the sales process, instead of the end!

SALESiQ is at the cutting edge of Accounting Sales Automation (ASA). Here are just some of the ways our ASA program can change your business.

Branded Partner Website

SALESiQ will create a website, which includes your firm’s logo, that allows your potential customers to make a temporary connection to VERIFYiQ with their QBO / Xero file.

Sales Team Report (Full)

Your sales team will receive the full VERIFYiQ review report. This will allow your team to see the potential client’s Financials at the beginning of the sales process. No more waiting until the end!

Potential Clients Report (Partial)

Your potential client will receive a partial VERIFYiQ review report which focuses on what is correct, needs attention, and incorrect within their QBO / Xero file.

Pricing Assistance

Do you price your services based upon transaction volumes? If so, the transaction volumes for bank / credit card accounts, customer invoices, vendor bills, ect… are included in both the full and partial review reports. No more explaining to your potential clients how to find the information within QBO / Xero!

Watch the Set-up video of SALESiQ

Time is money. Save time and increase accuracy with VERIFYiQ

VERIFYiQ is at the cutting edge of Accounting Quality Automation (AQuA). Here are just some of the ways our AQuA program can change your business.

Catch 80% of All Common Errors

Managers have more important things to do than waste time checking over their employees’ work. When associates use VERIFYiQ, it catches 80% of all mistakes, before sending the work to a manager for review.

Increase Efficiency

The more efficient you are, the more money you make. VERIFYiQ will save time and make your bookkeeping more efficient, so you can do more and bill more.

Scale!

The biggest challenge in scaling an accounting firm is quality. As the practice gets bigger, time pressures often translate into lower file quality. VERIFYiQ fixes this problem by automating the review process, so your firm can grow in size and profit.

Associate Empowerment

Quality leads to efficiency. When your associates feel confident in their accuracy while working independently, they can work faster and more efficiently. VERIFYiQ helps them do this by providing immediate feedback and reports to help associates identify and solve problems on their own, before sending their work to a manager.
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FAQs

The API key on our Enterprise Plan allows you to create a zap to the software of your choice and push the completed review data into that software. You can use this for pretty much any software, as long as it integrates with Zapier.

If you’re on our Enterprise Plan, this option is super easy to find and use. Just go under company settings, click on “API Integration”, then use the given API key to create a zap. Easy-peasy!

If you’re using our Team or Enterprise Plans, there are two easy-to-use dashboards.

The first is the Firm Dashboard. This contains a list of your clients, as well as the review status of each review so you can get most of your information with a quick glimpse.

The second is the Client Dashboard. This one contains important client bookkeeping information, including banking, credit card accounts, and associated transactions. This way, you can find any financial information you need with the click of a button.

VERIFYiQ takes security very seriously. That’s why VERIFYiQ only has a view-only connection with your accounting software. That means any changes made within VERIFYiQ will not affect your QuickBooks file or your Xero file. You must make any changes directly in the accounting software.

Another way that VERIFYiQ takes security very seriously is that we offer two-factor authentication. In fact, if you’re on our Enterprise Plan, you can easily enable or disable two-factor authentication for all users.

If you’re on our Team or Enterprise Plan, you only need two people in order to run a review, and those are a bookkeeper and a reviewer.

In VERIFYiQ’s Team and Enterprise plans, there are two types of review notes that are possible. These are summary comments and query comments, and both of these are available for the bookkeeper and the reviewer to take advantage of.

Summary comments are great for matters concerning the overall health of the client, or the overall status of their books.

On the other hand, query comments are for going into detail. You can also match the comment type to the tab or section within VERIFYiQ. So, for example, if you need to leave a specific comment regarding the reconciliation, you can tie it to the reconciliation section.

Yes, you can have test rules that are specific to each client.

If you’re on our Team or Enterprise Plan, the test rules correspond to the tabs on the Dashboard – there is the “Reconciliation” Test Rule, “General Ledger” Test Rule, “Income Statement” Test Rule, and several others. Each rule is easy to change / update within VERIFYiQ.

Well that one is easy! You can sign up for a live demo with someone from our team to see it in action and get your questions answered. Upon signing up you will have instant access to a prerecorded demo so you can get a feel for it before your live demo.

Simply sign up for a demo here.

A Few of Our Clients

Blueprint
Financial-Foothold
The-BM-Group
Acuity-Logo
Fusion-CPA
Accountant-Featured

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See how SALESiQ helps your firm.

Improving the sales process is the dream of every firm owner. Don’t chase unqualified leads. Use SALESiQ to focus your sales team by seeing the potential customer’s Financials at the start of the sales process!

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Features and Pricing

 

SALESiQ

$199/mo

Sales Tool
for Accounting Firms

  • Unlimited scans per potential customer

  • Only potential clients

  • QuickBooks Online integration

  • Xero integration

  • Downloadable Report

  • Email notifications

  • Two-factor authentication

  • Branded partner website (includes firm logo)

  • Unlimited Sales users

Want to see it in action?

Reach out today and let’s schedule a demo.