A New Way to Collect Client Documents and Information

PlanetVerify simplifies, streamlines, and secures the document and information collection process — helping accountants and bookkeepers to onboard new clients and complete tax prep and month/year end accounts with ease.

AUTOMATE FILE REQUESTS

No more requesting client documents and information over email. PlanetVerify automates recurring requests and document sharing helping teams save many hours per week.

IMPROVE CLIENT EXPERIENCE

PV helps companies make a great first impression with clients. Instead of ad hoc emails and phone calls, PV provides clients with an intuitive and on-brand experience.

SECURE CLIENT DOCUMENTS

PlanetVerify provides accountants with a single, secure cloud-based location for documents and information and eliminates the security risks associated with email.

ENSURE COMPLIANCE

PlanetVerify comes with a set of compliance tools that helps accountants remain data compliant at all times. Collect, store and purge all your sensitive data while staying fully compliant with data protection laws.
Simple Implementation
Get up and running in a matter of minutes.
Security you can Trust
Security lies at the heart of everything PlanetVerify does and we are ISO 27001 certified.
Integrate with Existing Systems
API integration with existing systems to supercharge productivity.

Get started with us

A better experience for your customers, fewer headaches for your team. You’ll be set up in minutes.

PlanetVerify can optionally fit between the property portal so that instead of you arriving the next morning to dozens (or hundreds!) of emails, you will see completed pre-screened applications which you can quickly browse through with the powerful PlanetVerify Dashboard.
There you quickly short list your favourites and in seconds, block-send everyone else an immediate, customisable polite and fully branded (with your brand) decline message. Applicants are no longer left hanging or worse bothering your admin office with calls and emails.

 

PlanetVerify can optionally fit between the property portal so that instead of you arriving the next morning to dozens (or hundreds!) of emails, you will see completed pre-screened applications which you can quickly browse through with the powerful PlanetVerify Dashboard.
There you quickly short list your favourites and in seconds, block-send everyone else an immediate, customisable polite and fully branded (with your brand) decline message. Applicants are no longer left hanging or worse bothering your admin office with calls and emails.

 

PlanetVerify can optionally fit between the property portal so that instead of you arriving the next morning to dozens (or hundreds!) of emails, you will see completed pre-screened applications which you can quickly browse through with the powerful PlanetVerify Dashboard.
There you quickly short list your favourites and in seconds, block-send everyone else an immediate, customisable polite and fully branded (with your brand) decline message. Applicants are no longer left hanging or worse bothering your admin office with calls and emails.