Boutique accountancy
Your expertise should not end in an unpaid verification call.
Income references, mortgage certificates and financial packs often lead to follow-up requests. Give recipients a way to check that the document came from your firm, while your team gets back to billable work.
Charge for verified packs
Sell a sealed reference letter or financial pack when a client applies for a mortgage, tenancy or loan, or include it in a premium retainer.
Make checks self-service
Lenders and letting agents can check the records your firm issues. A paid-check option is available where agreed.
Keep a record of what happened
A three-year activity history helps your team trace issuance and verification without hunting through inboxes.
An offer to explore
8 verified mortgage or tenancy packs a month at £75 = £7,200 annual client income, before DocSec fees and your delivery costs.
Illustration only. Set prices to match the service you provide.

