Veri-Tax is excited to announce that we are now integrated into Encompass Partner Connect™ (EPC)!

EPC is the new highly anticipated API platform that offers clients a new look and feel with added functionalities that are not currently available on the PSDK legacy platform. With our Encompass Partner Connect integration, you will benefit from:

  • New look, improved design making the platform easier to navigate and place orders (e.g., similar design and flow that mirrors the Veri-Tax web portal making it more streamline with less clicks)
  • Specifically identifies errors that prevent orders from being placed within Encompass® (e.g., missing required data fields, corrupt forms etc.)
  • Ability to add additional “real time” comments within Encompass after the order is placed
  • History of order comments now available for real time status updates
  • Ability to cancel order within Encompass after order has been placed
  • Completed reports will be automatically available in the eFolder upon order completion
  • Ability to add CPA information for self-employed VOE orders within Encompass
  • Blend compatibility now available! Upload a Blend e-signed borrower authorization directly from the documents folder/eFolder.