Survive busy season. Without chasing every client yourself.
VERA tracks which clients still owe you documents, drafts the reminders, prepares engagement letters for partner review, onboards new clients, and follows up on unpaid fees. It runs practice operations, not the accounting work, and your team approves every action.
No credit card required · Your team approves every action · VERA does not prepare or file returns
- Built for practice operations
- Never acts without approval
- Not tax advice
Outstanding an average of 11 days
Today's priorities
Powering practices from solo CPA to a full busy-season team
Your practice runs on approval.
Three simple steps. Nothing reaches a client automatically.
VERA watches practice operations
It tracks open engagements, outstanding document requests, upcoming client deadlines, and unpaid fees across the systems your practice connects.
VERA prepares the follow-up
Itemized document requests, engagement letters from your own templates, dated deadline reminders, onboarding packets, and fee nudges, written and waiting for review.
Your team approves
See exactly what VERA plans to send or charge. Approve, edit, or decline. VERA executes only what someone at the practice approves, and every professional judgment stays with your CPAs.
Stop spending busy season chasing paperwork.
The work is not the bottleneck. Waiting on clients is. VERA runs the chasing so your preparers have something to work on.
Document chasing
The same clients go quiet every year. VERA tracks exactly what is still outstanding per engagement and drafts a specific, itemized request instead of another vague nudge.
Engagement letters
Work should not start on a handshake. VERA populates your own letter from the onboarding record so a partner can review and send it the same day.
Deadline reminders
Send every client a dated heads-up about what they owe you and when, in one batch you approve, rather than one-off emails at 11pm.
New client onboarding
Organizer, access requests, and prior-year document list go out as one clean onboarding step instead of three scattered emails.
Advisory growth
The clients most likely to buy cleanup or monthly close work are already in your book. VERA spots the fits and drafts the proposal for a partner to review.
Unpaid fees
Know which fees are aging and send a polite reminder in seconds, instead of writing off the awkward ones after the season ends.
Everything a great practice manager does - on your approval.
VERA proposes the work; your team decides what happens. Professional judgment always stays with your CPAs.
Know exactly who is holding up which engagement
VERA keeps a live list of outstanding documents per client and ranks it by how long each item has been waiting, so nothing stalls silently.
Chase clients without sounding like a robot
Each request names the specific missing items for that engagement, written in your practice's voice, and waits for you to approve or edit.
Start every engagement on paper
VERA populates your own engagement letter and onboarding packet from the client record and routes them for partner review before anything is sent.
Get ahead of client deadlines
VERA drafts dated reminders about what each client still owes and when, batched so you can approve the whole season's cadence at once.
Turn compliance clients into advisory clients
VERA flags the clients whose engagements suggest a fit for cleanup, monthly close, or planning work, and drafts the proposal for a partner to review.
Collect fees without the awkward email
VERA ranks unpaid fees by age and amount and writes the polite reminder with a payment link for each one.
Tell VERA what you need, in your own words.
The kind of thing accounting firms ask for every day. VERA drafts it and waits for your approval.
Who still owes us documents?
Every open engagement ranked by what is missing and how long it has been outstanding, each with a specific document-request message drafted and waiting on your approval.
Onboard the Pallant Group.
Your engagement letter and onboarding packet filled in with the client, scope, and fee, queued for a partner to review, edit, and approve before anything is sent.
Remind clients about the March deadline.
A dated reminder per client naming exactly what they still need to send, batched into one approval so you can review them all at once.
Which clients could use advisory work?
Clients whose engagements suggest a fit for cleanup, monthly close, or planning work, each with a proposal drafted for a partner to review before it goes out.
A day with VERA.
Your CPAs keep the professional judgment; VERA runs the chasing and the paperwork.
- 7:00 AMYour briefing is ready
VERA prepares the practice briefing before the first preparer sits down.
- 8:00 AMApprove the morning batch
One review by whoever runs the workflow, and the whole day's client outreach is queued.
- ✓Approve document requests
- ✓Approve engagement letters after partner review
- ✓Approve deadline reminders
- ✓Approve fee follow-ups
- Throughout the dayVERA keeps engagements unblocked
While your preparers work, VERA works the client side of the queue.
- ✓Logs documents as they arrive
- ✓Escalates the longest-outstanding requests
- ✓Answers scheduling requests
- ✓Tracks unpaid fees
- ✓Drafts advisory proposals
- 6:00 PMGo home during busy season
The follow-up that used to fill your evening is already drafted, approved, and sent.
The paperwork, already written.
Every document accounting firms send, set up with your business details, pricing, and branding.
Document Request List
The exact items still outstanding for a client, bundled into one clear message.
Engagement Letter
Your practice's own template populated with the client, scope, and fee for a partner to review.
Deadline Reminder
A dated heads-up for an upcoming filing or payment date the client is responsible for.
New Client Onboarding Packet
Organizer, access requests, and prior-year document list sent as one onboarding step.
Advisory Service Proposal
Scope and monthly fee for CFO, cleanup, or planning work, ready for the partner conversation.
Fee Invoice Reminder
A polite nudge on an outstanding fee with the payment link attached.
What accounting firms get back.
The hours VERA takes off your week, and where they come from.
of busy-season chasing off your week
Typical small-practice estimate, not a guaranteed result
earlier that client documents arrive
Illustrative: reminders go out on a cadence instead of when someone remembers
of clients accepting an advisory add-on
Illustrative figure when the offer is drafted and timed for you
view of who still owes you documents
Built from the systems your practice connects
Illustrative outcomes based on the desk work VERA takes on. Your results depend on your business.
Built for how accounting firms actually work.
“The hard part of busy season was never the returns. It was waiting on clients. VERA keeps a live list of who owes us what and writes the request for each one. I approve a batch in the morning and my preparers actually have work in front of them.”
“We were starting work before the engagement letter was signed more often than I want to admit. Now VERA fills in our own template the day a client onboards and puts it in front of a partner. That habit fixed itself.”
“The document reminders are specific. They name the three things that client is actually missing, not a generic please send your documents. Response rates changed noticeably.”
“Every year I meant to offer more advisory work and every year busy season ate the plan. VERA flags the clients that fit and drafts the proposal. I still decide who we offer it to, but the drafting is done.”
“Chasing fees after the season is the worst conversation in this business. VERA lists the aging balances and writes the polite version for me. I approve them and stop dreading it.”
“Onboarding used to be three emails over two weeks. Now the organizer, the access requests, and the prior-year list go out as one packet the moment I approve it.”
Illustrative examples of how accounting firms use VERA. Verified customer stories coming soon.
Built to keep you in the loop.
Actions you approve
Every external action, gated by you
To first workflow
Connect, assign, approve, done
Integrations
Sign-in connectors, no keys
Actions logged
Append-only, exportable audit trail
Silent actions
VERA never acts without a record
Faster busywork
Recurring ops, off your plate
Most popular with practices.
Connect your ledger, billing, calendar, and client tools so VERA works from your real engagements, deadlines, and fees.
Sign in once, no API keys. VERA reads only what you approve. Logos indicate available integrations, not partnerships.
Plans that grow with your client book.
Every plan starts with a free trial. Below are VERA's standard plans - pick the one that fits your practice.
Starter
For solo business owners testing VERA
Billed monthly · cancel anytime
Draft and approve everyday work in one place.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for getting one business's everyday work drafted, approved, and out the door.
- Seats included
- 1
- Connected integrations
- 5 accounts
- Monthly AI credits
- 1,000 / mo
- Automation
- Manual approval
- 1 brand / workspace
- 25 scheduled tasks / month
- Social, email & reply drafting
- Basic research + proposal drafts
- 30-day task history
- Standard support
Growth
For active small businesses
Billed monthly · cancel anytime
Run recurring campaigns and lead workflows on autopilot, with approval.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for businesses running weekly campaigns and lead workflows.
- Seats included
- 1
- Connected integrations
- 15 accounts
- Monthly AI credits
- 2,500 / mo
- Automation
- Auto-pilot + guardrails
- 3 brands / workspaces
- 150 scheduled / automated tasks / month
- Content calendar + scheduling
- Recurring workflows & auto-pilot rules
- Advanced approval workflow
- 6-month task history
- Priority support
Pro
For power users, agencies & multi-brand teams
Billed monthly · cancel anytime
Manage many brands and a team with roles and permissions.
Start 7-day trialIncludes trial credits to explore VERA. Upgrade anytime to unlock your plan’s full credits and features.
Best for agencies and teams running many brands with roles and approvals.
- Seats included
- 5 included
- Connected integrations
- 50 accounts
- Monthly AI credits
- 10,000 / mo
- Automation
- Advanced + roles
- 10 brands / workspaces
- 1,500 scheduled / automated tasks / month
- Client workspaces + white-label exports
- Reusable workflow templates
- Approval roles & team permissions
- 12-month task history
- Priority support
Start with trial credits for 7 days. Upgrade anytime to unlock your selected plan’s full monthly credits, automations, integrations, and team features. No commitment during your trial. How credits work
What credits get you
Real per-action costs from the product.
- Draft a post, email, or reply3 credits
- Create a full content calendar25 credits
- Research your competitors25 credits
- Analyze business data or a report20–50 credits
- Run an approved automation5–25 credits
- Heavy agent task (web + tools)50–150 credits
Your plan’s monthly credits work across all of these, mix and match drafts, research, and automations however you like.
How credits work
- What uses credits?
- AI work: drafting content, research, analysis, and running approved automations. Simple chats cost the least; heavy agent tasks cost more.
- Do unused credits roll over?
- Your monthly plan allowance resets each billing cycle. Credit packs you buy separately roll over and don't expire.
- Can I buy more credits?
- Yes, add credit packs anytime (from $10 for 500 credits), or turn on auto top-up so work never stalls.
- What are the plan limits?
- Each plan includes a set number of seats, connected integrations, and scheduled tasks (see each card). Approval and automation capabilities also step up by plan.
- What does that look like in practice?
- Using the per-action costs above, Growth's 2,500 monthly credits cover roughly 800 drafted posts, or 100 competitor research runs, or 100 full content calendars a month, mix and match however you work.
- What do I get during the 7-day trial?
- A limited pool of trial credits to explore VERA, enough to evaluate it, not the full paid allowance. Upgrade anytime and your selected plan's full monthly credits and features unlock immediately.
- What happens when I run out of credits?
- The next AI action pauses before it runs (nothing is half-charged) and VERA prompts you to buy a credit pack or upgrade your plan. Work already completed is unaffected, and your monthly credits refill at the start of the next billing cycle. Turn on auto top-up and VERA adds a pack automatically so nothing stalls.
Your data stays under your control.
Encrypted in transit
All traffic served over HTTPS/TLS.
Secrets encrypted at rest
Connector tokens & API keys encrypted at rest.
No selling, no profiling
Your data is used only to do the work you ask.
Export & delete anytime
Disconnect a tool to revoke access instantly.
Frequently asked questions.
01Does VERA prepare returns or give tax advice?
No. VERA works on practice operations: chasing documents, preparing engagement letters from your templates, sending deadline reminders, onboarding clients, drafting advisory proposals, billing, and marketing. It does not prepare or file anything, does not give tax or accounting advice, and does not review or sign off on work. That all stays with your CPAs.
02Will VERA email my clients without permission?
No. Every request, reminder, letter, and invoice nudge is a draft. Someone at your practice approves, edits, or declines it, and every action is logged.
03How does it help with busy season document chasing?
VERA keeps a live list of what each engagement is still missing and how long it has been outstanding, then drafts an itemized request naming those specific documents. You approve the batch instead of writing them one at a time.
04Can it prepare engagement letters?
It populates the engagement letter your practice already uses with the client, scope, and fee from your onboarding record, then routes it for partner review. The terms and the decision to send remain yours.
05Can it send deadline reminders?
Yes. VERA drafts a dated reminder per client covering what that client still owes you and when, batched so you can review and approve the whole list at once. It reminds; it never files.
06Can it help us sell advisory services?
Yes. VERA flags clients whose engagements suggest a fit for cleanup, monthly close, or planning work and drafts a scope and fee proposal for a partner to review. The recommendation is always a person's call.
07Can our seasonal staff use VERA?
Yes. Growth and larger plans include multiple seats, so your practice manager, preparers, and partners can review and approve work together through the season.
Stop spending busy season chasing clients for paperwork.
See how VERA takes the document chasing, reminders, and fee follow-up off your practice, while your team approves every message and your CPAs keep every professional call.
- No credit card required
- Your team approves every action
- Cancel anytime
Not quite your business?
VERA is set up differently for every trade. Pick the one that fits yours.
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