VeritSpace Billing and Resource Allocation Guide
Table of Contents
1. Onboarding and Setup Fees
2. VeritSpace Plans
3. Add-Ons
4. What Every Plan Includes
5. RAM Allocation Rules
Extra RAM by Application
6. Storage Layout
7. Legacy Plans: SOLO, Small Team, Custom
8. When We Find a Resource Crunch
When the Client Reaches Out
9. Page File Guideline
10. General Billing Policies
11. Billing Updates
12. Offboarding
Internal Article | VeritSpace
VeritSpace Billing and Resource Allocation Guide
Effective: September 17, 2026 | Owner: Cloud Infrastructure
Read this first. This guide covers VeritSpace prices, RAM and storage rules, and what to post in the billing group. VeritComplete resource rules are included where they match VeritSpace.
1. Onboarding and Setup Fees
| Item | Charge | When it applies |
|---|---|---|
| One-time setup fee | $500 | Once, when a new firm is set up on VeritSpace. |
| Dedicated server | $100 / month | Per firm. Charged on top of the per-user price. |
| Money-back window | 30 days | From the start of service. |
2. VeritSpace Plans
| Plan | Per user / month | Plan storage | Base RAM | App slots | Backup kept |
|---|---|---|---|---|---|
| Essentials | $69 | 100 GB NVMe | 10 GB | 2 | 60 days |
| Pro MOST POPULAR | $99 | 150 GB NVMe | 15 GB | 6 | 60 days |
| Elite | $149 | 200 GB NVMe | Unlimited | Unlimited | 90 days |
| Enterprise (25+ users) | Custom quote | Custom | Custom | Custom | Custom |
Every plan also carries the $100 per month dedicated server charge. Annual billing saves 5 percent.
NVMe is a fast solid-state disk. An app slot is one application we install for the firm, such as Drake or QuickBooks.
3. Add-Ons
| Add-on | Price |
|---|---|
| Additional RAM | $20 per GB / month |
| Additional storage | $10 per 10 GB / month |
| Additional app slot | $10 / month |
4. What Every Plan Includes
- 24/7 support, under 1 minute response time
- 100 percent uptime SLA. SLA means our written uptime promise.
- Backups three times a day
- IRS Publication 4557 and FTC Safeguards compliance
- 256-bit encryption and 2FA/MFA. This is a second login step, such as a code on the phone.
5. RAM Allocation Rules
RAM is the server memory. Each plan gives a base amount for the first user. Add RAM for every extra user.
| Plan | Base RAM (1 user) | Each extra user | Example |
|---|---|---|---|
| VeritSpace Essentials / VeritComplete Essential | 10 GB | +1 GB | 1 user = 10 GB, 2 users = 11 GB, 3 users = 12 GB |
| VeritSpace Pro / VeritComplete Pro | 15 GB | +1 GB | 1 user = 15 GB, 2 users = 16 GB, 3 users = 17 GB |
| VeritSpace Elite / VeritComplete Elite | 15 GB | Unlimited RAM is already in the plan | Add what is needed |
Extra RAM by Application
| Application | Add this much extra RAM |
|---|---|
| Drake Tax / QuickBooks | +1 GB when adding 3 or more users together |
| UltraTax | +2 GB |
| Elite plans | No check needed. RAM is unlimited in the plan. |
6. Storage Layout
| Plan | C: drive | Plan storage | Total |
|---|---|---|---|
| Essentials / VeritComplete Essential | 80 GB | 100 GB | 180 GB |
| Pro / VeritComplete Pro | 80 GB | 150 GB | 230 GB |
| Elite / VeritComplete Elite | 80 GB | 200 GB | 280 GB |
| Legacy (SOLO, Small Team, Custom) | 80 GB | 20 GB | 100 GB |
7. Legacy Plans: SOLO, Small Team, Custom
Important. The rule of base RAM plus 1 GB per user does not apply to legacy plans. Use the rules below instead.
- When 4 to 5 users are added, add 1 GB RAM per user.
- RAM is not added automatically from our side for these plans.
- Drake Tax / QuickBooks: 1 GB RAM per user.
- UltraTax: 2 GB RAM per user.
8. When We Find a Resource Crunch
A resource crunch means the server is short on RAM or storage.
| Step | What to do |
|---|---|
| 1. Check the plan | Always look at the client's plan first. |
| 2a. Plan is Elite | Add as much RAM as needed. Do not inform the client or billing. Note the RAM increase in the resources chat. |
| 2b. Plan is not Elite | Check if the client has special pricing. Recommend the right resources. Share the price with the client. |
When the Client Reaches Out
- RAM request: check the plan first, then reply.
- Storage request: check for special pricing first, then share the price.
9. Page File Guideline
The Page File is a Windows file on disk that works as extra memory. If the C: drive is low on space, move the Page File to another drive. For example, a 10 GB Page File can sit on another suitable drive instead of using space on C:.
10. General Billing Policies
- Contract: month to month. No long-term contract is required.
- Annual billing: saves 5 percent.
- Setup fee: $500, one time.
- Refund: 30-day money-back guarantee.
11. Billing Updates
Finish all related tasks first. Only then post the update in the billing group.
- Update the billing group as soon as RAM, storage or an app slot is added or removed.
- Update the billing group even if the invoice is already updated. Say the invoice is already done and state the new total resources.
- For Elite plans, adding an app or RAM does not need a price check with Billing. Billing and CRM must still be updated every time an application is added.
12. Offboarding
If a client asks to offboard the whole organisation, do not send the offboarding link directly. Send the request to the billing team. Send the client an acknowledgement in the meantime.
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Table of Contents
1. Onboarding and Setup Fees
2. VeritSpace Plans
3. Add-Ons
4. What Every Plan Includes
5. RAM Allocation Rules
Extra RAM by Application
6. Storage Layout
7. Legacy Plans: SOLO, Small Team, Custom
8. When We Find a Resource Crunch
When the Client Reaches Out
9. Page File Guideline
10. General Billing Policies
11. Billing Updates
12. Offboarding