Professionals
One thread instead of eleven emails
Most of the friction between a firm and a client is coordination, not accounting. Varetiq puts the question, the document, and the resulting entry in the same place.
- Requests with context
- Notes on entries
- Shared close status
Review Queue/ Harbor Ridge Group · NovemberFirm 4Client 3
Both sides see the same queue and the same ages.
- Queue
- Shared
- Requests
- Contextual
- Review notes
- Threaded
- Sign-off
- Recorded
No private version of the truth.
Tied to the transaction in question.
On the entry, not in an inbox.
In the client's audit log.
For the firm
Stop reconstructing the conversation
When work resumes after a week, the context is on the record — what was asked, what was answered, and what entry it produced.
In practice
- Cross-client view of what is waiting on whom
- Reminders that go out without you writing them
- Draft adjustments visible to the client before posting
- Sign-off produces a durable record
For the client
Know what your accountant needs
Requests arrive with the transaction attached and appear in your Action Center alongside everything else needing a decision.
In practice
- Plain-language description of what is needed
- Upload straight onto the transaction
- See what the firm changed and why
- Nothing posts without visibility
Open the collaboration preview
See the shared review queue from both sides.