Clear evidence, honest labels and private client briefs.
Choosing an accountant is an important business decision. Here is what TaxNuvia checks today, what the platform controls, and what you should verify independently.
Listing approval
Applications are reviewed before publication. Approval means a firm may be listed and subscribed; it is not professional endorsement or proof of a credential.
Time-limited evidence
Credential, AML, insurance and ACSP badges appear only while an administrator-recorded evidence review is current. Clients should still confirm the official position before appointing a firm.
Your data, your control
The public lead board excludes contact details and free-text notes. Approved firms receive full details only after choosing to unlock a brief you consented to share.
Transparent pricing
Fees and engagement terms come from each accountant. Compare written quotes carefully and ask what is included before appointing a firm.
Report a concern
Clients and firms can report inaccurate profiles, suspicious reviews or inappropriate lead use for administrator review.
Interaction-confirmed reviews
A client can review a firm only after that firm unlocks the client's TaxNuvia brief. Reviews are moderated before publication.
Before appointing a firm
Complete your own final checks.
- Confirm the legal firm name and who will deliver the work.
- Check membership on the relevant professional body's official register.
- Ask for AML supervision and professional indemnity insurance details.
- Read the engagement letter, service scope, fees and cancellation terms.
- Never send passwords or unnecessary sensitive records through a public brief.
Trust starts with clear evidence.
Spotted inaccurate information, a suspicious review or inappropriate contact? Send the details for administrator review.