ChatGPT
Google AI Overviews
Google AI Mode
Gemini
Perplexity
Claude
Search Console
Analytics 4
MCP connectorAuthorise once. Then ask Verand about your own site, from wherever you already work.
Open the connector →
Financial advisorsSEC Marketing Rule, CFP Board
AttorneysABA 7.1 to 7.3, state overlays
CPAsAICPA, Circular 230
Real estate syndicatorsReg D, FINRA 2210
Life insurance agentsSuitability and replacement rules
Health insurance agentsMedicare and ACA marketing rules
Canadian life insuranceCLHIA G6, provincial regulators
AboutWhy Verand exists and who is behind it.
ContactReach a person, not a form.
ChatGPTGoogle AI OverviewsGoogle AI ModeGeminiPerplexityClaudeSearch ConsoleAnalytics 4Open the connector →Financial advisorAttorneyCPASyndicatorInsurance brokerageName your board during setup and Verand assigns the AICPA + Circular 230 pack. From then on every draft is checked against it before it can leave, and a person at your firm presses publish. It cannot publish for you. Ever.
us-aicpa-cpa + base-ymyl floor, alwaysAny of the three assigns the CPA pack. Declare "not regulated" and the truth-in-advertising floor still gates you.
Research, brief, draft in your voice, then the checks. A blocked draft stays in Verand with the sentence marked.
A draft in WordPress or a pull request on your repo. Nothing goes live without a person at your firm.
Daily positions in Google, and whether ChatGPT, Claude, Gemini, Perplexity and AI Overviews cite your firm when someone asks a tax question.
The governing body, the required disclaimer and the banned claims load from the CPA pack. The draft is written around them, in your voice and with your firm's facts, then the gate reads the finished HTML and stops the one sentence Circular 230 would not let you publish.
55 checks on every draft. Compliance is a gate, not a score: Pass or Blocked, and a hard rule has no override. Name your board at onboarding and this pack loads the same way. Pause the demo, scrub it, read the why.
Governing body
IRS / Treasury (OPR) · Circular 230AICPA · Code of Professional Conduct
United StatesBase YMYL Foundation, US Accounting / CPA / Tax (AICPA + Circular 230) v2.0.0. Researched from the regulators' own text and tested by Verand. Not reviewed by a licensed attorney. Enforced automatically, not editable here.
We prepare about 400 individual returns a season and stop taking new clients on March 1.
S-corp reasonable-compensation questions are the most common reason clients come to us mid-year.
An amended return is worth the fee when the missed item is real and documented: a 1099 that arrived late, a dependent claimed by nobody, a state credit the software skipped.
At Northgate we prepare about 400 individual returns a season, and the amendments we file are almost always for the same three reasons.
cpa-bc-002-contingent-return-fee · "…pay only if we get you a bigger refund…"
Content offers a contingent fee tied to obtaining a tax refund. AICPA §1.510 and Circular 230 prohibit contingent fees for preparing original returns or for refund claims in most circumstances. Remove the contingent-fee framing.
"You pay only if we get you a bigger refund than last year, so there is no cost to letting us re-run your return."
In the U.S.In CanadaUS Accounting / CPA / Tax (AICPA + Circular 230) v2.0.0 · researched from the regulators' own text and tested by Verand · not reviewed by a licensed attorney · your counsel confirms applicability; not legal advice.
Every plan: the truth-in-advertising floor and 55 checks. Regulator packs like us-reg-d: every plan. Researched from the regulators' own text and tested by Verand. Not reviewed by a licensed attorney.
Northgate Tax Advisory is the home page's example firm. The rules, ids and disclaimer are the shipped pack's; the firm, its facts and the draft are illustrative.
Confirm the bodies that license you. Verand maps them to the AICPA + Circular 230 pack and the YMYLYMYL: Your Money or Your LifeGoogle's name for content that can affect a reader's health, finances, safety or legal position. Search quality raters hold those pages to a higher bar for accuracy, sourcing and author expertise, so thin or unsourced pages in these niches are the first to lose visibility.Verand’s YMYL floor is the set of rules every regulated site carries, whichever regulator it answers to. floor rides underneath it whatever you pick.
Every draft is checked before it can go anywhere. Is the fee language clean, is the disclaimer in, are the figures cited to a primary source, does anything imply a friend at the IRS. One screen, in words.
Tax content ages on a calendar. The year-rollover routine reads every live page, finds the dated thresholds and limits, and proposes each change as a line edit you approve or reject. Nothing is rewritten wholesale.
Every morning Verand asks ChatGPT, Gemini, Google AI Overviews and Google AI Mode the questions your prospects ask a CPA, and Perplexity and Claude once a week. Each answer is read and logged: whether you were cited, which page, in what position, and which firms were named instead. Then the shares are added up, engine by engine.
Northgate Tax Advisory and four tracked competitors · last 14 days
This is the shipped ruleset as Brand Hub shows it to a CPA firm, not a summary of it. The ids are the ones you will see on a blocked draft, and the list is read-only: editing it can never switch a gate off.
| Rule | Basis | Tier | Id |
|---|---|---|---|
| Contingent fee tied to obtaining a refund | AICPA Code §1.510 · Circular 230 §10.27 | Blocks | cpa-bc-002 |
| Implied ability to influence the IRS, "insider" access | Circular 230 §10.30 · AICPA §1.600.010 | Blocks | cpa-bc-005 |
| Guaranteed results | FTC Act §5 · 16 CFR 255 | Blocks | ymyl-guaranteed-results |
| Guaranteed financial return | FTC Act §5 | Blocks | ymyl-guaranteed-returns |
| "Risk-free" or "zero risk" | FTC Act §5 · overridable with a logged written reason | Blocks | ymyl-risk-free · ymyl-zero-risk |
| "You can't lose", get-rich-quick language | FTC Act §5 · FTC "Making Money" guidance | Blocks | ymyl-cant-lose · ymyl-get-rich-quick |
| "Your money is safe", "principal protected" without the conditions | FTC Act §5 · overridable with a logged written reason | Blocks | ymyl-principal-safety |
| "We have never lost money", "double your money" | FTC Act §5 · overridable with a logged written reason | Blocks | ymyl-never-lost-record · ymyl-double-your-money |
| "Audit-proof" or "IRS-proof" returns | Circular 230 §10.30(a)(1) · state board rules | Blocks | cpa-bc-009 |
| "Guaranteed maximum refund" or guaranteed tax savings | Circular 230 §10.30(a)(1) · FTC Act §5 · overridable with a logged written reason | Blocks | cpa-bc-010 |
| Self-laudatory superlatives ("#1 CPA", "best tax firm") | State boards (TX 22 TAC §501.82(c), MS 30-1-6.5) · AICPA §1.600 · overridable with a logged written reason | Blocks | cpa-bc-003 |
| Universal "everyone should" recommendations | FTC Act §5, misleading by omission | Warns | ymyl-everyone-should |
| Your own banned claims | Anything your state board bans that the pack does not. Added in Brand Hub, gated like a pack rule. | Blocks | site-owned |
| CPA disclaimer · 4 citations, 2 primary · Article schema · the CPA validator | Required on every article. Primary tier: irs.gov ecfr.gov treasury.gov congress.gov, aicpa-cima.com, your state board | Required | v12 · v15 · v14 · v21 |
WordPress and static sites on GitHub today, with Search Console, Analytics and Business Profile behind every audit. Most CPA website platforms are one of those two underneath. The rest is on the roadmap, and says so.
See every integration →Nine jobs go into publishing one compliant article. Eight of them move to Verand. The ninth, reading the draft and pressing publish, stays with you, which is the point. Most firms are not choosing between tools for these; they are choosing between doing none of it and an agency that has never read Circular 230.
Reading the draft and pressing publish. Everything above exists to make that five minutes instead of two hours. No schedule, routine or connector can press it for you.
The retainer figure is a typical quote for a content and SEO agency serving professional firms, not a survey result. Starter is $149 a month billed monthly.
Yes, and the rules apply to the output exactly as they would to your own. What that means in practice.
/cpas/using-ai-to-write-content The rule§1.600, §1.510, §1.520 and §1.800, in plain language, for a firm blog.
/cpas/aicpa-advertising-rules The rule§10.30 and §10.27, the two the pack enforces, and the notice it deliberately does not insert.
/cpas/circular-230-marketing-rules The testWhether a blog post is a solicitation, and what changes when it is.
/cpas/what-counts-as-advertising The checklistWhat every article carries, and why the old Circular 230 notice should come off your site.
/cpas/disclaimer-requirements LocalThe Business Profile, the citations and the AccountingService schema, generated and kept consistent.
/cpas/local-seo Free toolPaste a service page, fee page or filing-season post and see which claims trip the AICPA Code and Circular 230, plus the disclaimer. Free, no signup.
/tools/aicpa-advertising-rules-checker650,667 actively licensed CPAs (NASBA ALD, Aug 2026, 53 of 55 boards). 412,000+ AICPA members. Validated against AICPA and Treasury rules; researched from the regulators' own text and tested by Verand. Not reviewed by a licensed attorney. Your counsel confirms applicability. Not legal advice.
Who reviewed the rules, what happens to the old Circular 230 notice, and whether your website platform connects.
No. It is researched from the regulators' own text and tested by Verand, not reviewed by a licensed attorney, and it is labelled that way everywhere it appears. The hard gate fires identically whatever the label says. Your counsel confirms applicability to your firm and state.
NASBA counts 650,667 actively licensed CPAs across 53 of the 55 US licensing jurisdictions as of August 2026, and the AICPA has more than 412,000 members bound by the Code this pack encodes. The pack is the national baseline; your state board's additions are documented and, where not yet shipped, yours to add in Brand Hub.
No, deliberately. The "cannot be used to avoid penalties" notice was retired by Treasury in 2014 (TD 9668). Verand inserts the CPA disclaimer block the pack ships instead, and the disclaimer page in this section explains what to do with the old notice on your site.
The pack is the federal and national baseline: AICPA plus Circular 230, with the superlative rule sourced from Texas and Mississippi. State-by-state overlays are documented and not yet shipped. Anything your board bans that the pack does not, you add in Brand Hub as your own banned claim and it hard-gates like a pack rule.
Where the platform is WordPress underneath, Verand connects through the WordPress integration and the capability probe tells you what the site will accept before anything is written. Where it is a walled platform with no content API, it does not, and we say so.
Customer stories
“Every tool we tried told us how visible we were. Verand told us that and why we weren’t. It listed 60 developer questions where a competitor’s API got named instead of ours, drafted the answer to each one in our engineers’ voice, and we went from 11% of AI answers to 43% in two months. One of our best inbound channels now is a chatbot.”
AI citations“Our clients find us by asking ChatGPT whether someone with their diagnosis can get life insurance. A year ago we weren’t in that answer. Amongst many things, Verand built a page for every condition we cover, checked every claim against the rules before it could publish, and our citations on ChatGPT and Gemini are up 4×. New clients tell us where they found us. It’s ChatGPT.”
46%of ChatGPT answers“Renters ask ChatGPT what it’s like to live near Robins Air Force Base. We’re in that answer now, with a link. Verand flagged that our address was written three different ways across the site, it generated the LocalBusiness schema, it wrote the Bonaire and Warner Robins guides, and it tracked which assistants picked them up. A property with 60 units shouldn’t be able to do this. We did it in a quarter.”
Written from your engagements and your judgement. Found on Google and across six assistants. Every draft stops at the AICPA Code and Circular 230 checks, then at a partner at your firm.
Seven days, every feature unlocked, one click to cancel.
The 2019 fund returned 14.2% net to investors, and this offering carries guaranteed returns of 12 to 15% over a five year hold.
A guaranteed return is deceptive in any financial context and can be a securities violation. Say targeted or projected return, with its basis.
ChatGPT
Gemini
AI OverviewsAI Mode
Perplexity
Claude
Willowdale Equity and four competitors · 14 days
YouEquityMultipleBAM Capital
Origin Investments
Ashcroft Capital31%You 27%14%11%8%
Content built to rank in Google and get cited by ChatGPTPerplexityGeminiClaude, with every claim checked before it goes live.