Get client information in minutes, not weeks.
Get everything you need from clients—fast, secure, and free. Vera syncs with their tools to gather, organize and share information, keeping you informed and your clients stress-free.
Effortless collection.
Zero admin hassle.
Make new client onboarding, monthly reporting and tax preparation fast and frictionless, for both you and your clients.
Fast, frictionless and secure
Auto-populates, saving hours
Less paperwork, more strategy
Fewer delays, happier clients
10x faster. Infinitely better.
Vera automates information collection from your clients.
Faster for you, effortless for them.
The old way
Manual processes like sheets, emails and missing details waste time and frustrate everyone.
The Vera way
Vera automates collections, gathering the right information quickly—just like an admin.
Goodbye client chasing, endless emails and missing details.
Vera lets you focus on advising clients, not chasing paperwork.
Vera changes the game for accountants.
Transform manual processes into consistent, delightful experiences.
Custom checklists
Tailor checklists for any request, like onboarding, tax preparation and filings.
Fast, frictionless
Clients dread gathering information. Vera does it for them, just like a team admin.
Better margins
Chasing clients cuts into profits. Vera automates work to maximize billable hours.
Happier clients
Vera handles tasks that clients hate, making admin effortless and stress-free.
More billable work
Remove the back-and-forth and focus on strategic work, not paperwork.
Safer than email
Vera uses read-only access, and government-grade encryption.
Join 130+ partners hiring Vera for free.
Connects with your clients’ existing tools.
Vera AI connects to existing tools with private, read-only access to source the client information you need.
Find and share organized information safely, in minutes.
Vera AI connects to existing tools with private, read-only access to source the client information you need.
Faster than you,
safer than email.
No admin, just review and approve.
Synced with your tools, your info stays accurate.
Security and privacy. Our priority.
All information stays private and secure—never used to train models and only shared with others when clients decide.
Completely Private
Client data is kept from others and never shared without their consent. Only they controls who sees it.
Stored On Their System
Doesn't hold or store information and never shares with third-parties to train LLM models.
Protected by Microsoft
Vera works on industry-leading Microsoft Azure for the very best, highest protection.
Enterprise Security
Vera uses encryption to lock your data In Rest and Transit, so only approved people can access it.