VeriFyle Pro Now Free for CSTC Members

With data security an increasingly important issue for tax professionals, the California Society of Tax Consultants (CSTC) is pleased to announce that the VeriFyle Pro secure online document and messaging service is now included with a CSTC membership. 

  • VeriFyle Pro replaces less secure technologies (like email and cloud sharing services like Dropbox) for the purpose of sharing important or sensitive information.
  • The service is easy to use, completely secure, and can be customized for the look of your tax preparation practice.
  • VeriFyle Pro provides a professional and secure way to present yourself to existing and prospective clients, and it is free to use for all of your invited guests.
  • Verifyle Pro subscription includes UNLIMITED use of our digital signatures tool with SMS identity verification at no extra charge
    • SIGNERS of documents pay NO-CHARGE

    • The Document Signing Audit Report remains with the signed document indefinitely

Members receive free online training for using the system, offering immediate access to a game-changing method for communicating with clients. A listing of training sessions is available on the CSTC Calendar of Events.

Tax professionals can spend hundreds of dollars a year for a similar service. This is no longer the case for CSTC members. By offering the VeriFyle Pro service to CSTC members, a member will immediately receive a savings of over half of their CSTC membership investment.

CSTC has been serving the needs of tax professionals since 1966 and is one of the few organizations that welcomes all tax professionals as members. Our mission is to advance professionalism within the tax industry and we do so by focusing on three core objectives:

  • Providing quality education
  • Creating networking opportunities
  • Advocating professional standards 

CSTC's goal is for all tax professionals to thrive in the industry. Visit the CSTC website to learn more about becoming a member, our educational programming, and the 15 chapters across California offering monthly education at the local level. 

Let CSTC make a difference in the success of your practice.

CSTC Office
[email protected]