Your clients have programs, policies and onboarding checks. A later phone call asking to change an instruction is a risk worth covering in those procedures. Vericode lets staff send a code to a number already on file and record whether the caller read it back.
As one step in the firm's payment-verification procedure, staff send a code to the number the firm already holds and ask the caller to read it back. The result is recorded in Vericode. A correct read-back alone does not authorise a payment change.
Front-desk staff can test whether a caller can read back a code sent to the number on file. It does not establish identity or authority, so the firm's disclosure procedure still applies.
Each check is stored with the time, the staff member and the outcome, which a firm can keep alongside its own file notes and procedures.
In Chrome or Edge, staff right-click a number on a web page with the Sidekick extension and send the code. The standard workflow needs no integration with practice software. Setup time depends on browser permissions, staff onboarding and the firm's procedures. Pricing is published on the pricing page.
We're setting up a referral arrangement for consultants who advise small professional firms. If your clients would use this, email us and we'll walk you through the product and what a referral would look like. If you refer clients under that arrangement, we expect you to tell them.