Recommended starting point
Pre-season pilot
Free
Up to 10 clients scored, through Jan 15.
- A guided pilot setup
- Client-ready provisional scorecards
Advisory starts with clarity
A credit score for your taxes.
VeriReady is an AI-assisted tax planning scorecard that finds planning gaps and turns better conversations into advisory work.
Built by 360 Tax Prep.Savings shown throughout are estimates, never guarantees.
VeriReady scorecard
Planning readiness
78out of 100
Strong foundation6 factors
Planning gaps to discuss3 areas
Reviewed and signed off by a human preparer before a client sees it.
For firms
Turn every return into an advisory sale.
Most small firms want to move into advisory, but lack a repeatable way to start the conversation. VeriReady is that way — price by clients scored, so revenue per firm climbs through tax season.
Starter
$99/mo
Up to 50 clients scored, with firm-branded scorecards.
- Firm-branded scorecards
- Simple client handoff
Pro
$299/mo
Up to 250 clients scored, with proposal export and multiple preparers.
- Proposal export
- Multiple preparers
Firm
$799/mo
Unlimited scoring, white label, and priority onboarding.
- White-label experience
- Priority onboarding
Annual plans: two months free.
For firm clients & prospects
For your clients: score first. Plan second. Then fix it.
01Start here
VeriReady Snapshot
A free provisional score from last year's return, top three gaps, and a 20-minute call.
02Make a plan
VeriReady Plan
A full 10-factor score, written plan, and planning meeting with an estimated savings range where appropriate.
03Keep momentum
VeriReady Plus
Quarterly re-score, estimated-tax check-ins, and practical implementation support.
Free online self-check
Find your first three planning gaps.
Answer ten quick questions. No login, no return data, and no dollar figures required.
Question 1 of 1010%
Effective tax rate vs peers
Do you know how your effective tax rate compares to similar businesses in your industry?
Your provisional result
0out of 100
Your planning foundation is taking shape.
Use this as a conversation starter, not a tax conclusion.
Your top three gaps
Privacy: This self-check collects NO return data. Do not enter Social Security numbers, EINs, or dollar figures from your return. Based on your answers only.
Your result is provisional. Every scorecard is reviewed and signed off by a human preparer at the firm before a client sees it.
Pilot / book a call
Let’s make the next conversation easier.
What happens next
- 1We reply and confirm whether a pilot or Snapshot call is the best fit.
- 2For firms, pilot onboarding takes under one hour and is self-serve.
Guidance, when you need it
Help center
Short, practical answers for firms, clients, and anyone starting a planning conversation.
Foundations · Coming soon
What is the VeriReady score?
Read when published →Scorecard basics · Coming soon
How the 10 factors work
Read when published →Trust & review · Coming soon
How the human preparer sign-off works
Read when published →Security · Coming soon
Is my client data safe?
Read when published →For firms · Coming soon
Setting up firm-branded scorecards
Read when published →For firms · Coming soon
How to run your first pilot
Read when published →Compliance & trust
Clear guardrails are part of the product.
No guaranteed savings.
Any savings shown anywhere are ranges labeled as estimates only.
Flat or tiered fees.
We never price any service or tier as a percentage of tax saved.
Human preparer sign-off.
Every VeriReady scorecard is reviewed and signed off by a human preparer at the firm before a client sees it. The score supports a preparer; it does not replace one.
Consent-led benchmarks.
We do not use pooled benchmarks without client consent and anonymization.
Data security is the product.
Encryption in transit and at rest, MFA, access logs, and a written information security plan aligned with the FTC Safeguards Rule and IRS Publication 4557.
This is a draft staging preview pending USPTO trademark clearance for “VeriReady”.