Integrate CPA-signed accredited investor verification into your own product with our REST API and signed webhooks. Create your account below, build and test in the sandbox right away, and verify your firm when you are ready to go live.
Two fields to start. We will create your dashboard, where you verify your firm, generate API keys, and test in the sandbox.
Taking you to your dashboard… If it does not open automatically, open it here.
We also emailed your dashboard link so you can get back to it any time.
Set it per API key, override it per request: the investor pays at checkout (the free default — nothing needed from you), or you cover it from your own prepaid seat balance.
A CPA-signed verification letter, a public certificate ID anyone can confirm, and identity / sanctions screening — all delivered privacy-safe through the API and webhook. Read the API docs →
Create a verification with one POST, send the investor to the returned hosted link, and get the signed result back on a webhook (or poll the status endpoint). Every key is scoped to your firm and only ever accesses your own verifications. The letter is signed by a named, licensed CPA, which is what turns a 506(c) file from self-certification into a defensible reasonable-steps record.
Prefer to talk it through first? Contact us.