The 1099-DA season is a reconciliation season. Bring evidence.
Clients run the free scan. You get the working paper — chain-computed basis, code B when a 1099-DA is uploaded, a tie-out, and a tx hash on every line.
Create a workspace
A private link is mailed to you — no account. Send clients the intake link from that mail.
How it works
- Create a workspace — it is a private link mailed to you, no account.
- Send clients your intake link. They run the free scan themselves.
- A client who consents attaches their saved result to your workspace. You see exactly what they chose to share, nothing else, and they can delete it at any time.
- Each result carries the Form 8949 draft (box selection, code B corrections when a 1099-DA is uploaded), the printable evidence report, and — for scans cut at the 2024→2025 boundary — the Rev. Proc. 2024-28 allocation statement.
What this is not
Verilot does not compute a return and does not assert tax positions. It is the evidence layer: what the chain shows, what the broker reported, where they differ, and the paper trail for the call that remains yours. Workspaces are free. Firm-wide bulk export is not live.