For accounting & bookkeeping firms
Tax season shouldn’t mean answering the same client question forty times. VeraGen answers from your own procedures and client files, drafts the reminders, and runs the monthly chores on a schedule.
Sound familiar?
Half of every month is reminding clients what you still need.
With VeraGen: Agentic Workflows sends the reminder on a schedule, and Thrive keeps the thread with each client.
Clients ask what’s deductible, when it’s due and where to send it.
With VeraGen: answers from your own procedures and checklists, drafted for you to approve.
Every new hire learns your process by interrupting the busiest person in the office.
With VeraGen: Ascend turns your procedures into courses and quizzes.
Your knowledge, on tap
Upload the documents your work runs on, and every app — and Odin, the assistant — answers from them, says where the answer came from, and keeps them private to your account.
The conversation is an illustrative example; the names and figures are made up.
You
VeraGen
You
VeraGen
How it fits your week
Upload checklists and policies; Context tells the AI how your firm works.
Scheduled workflows draft reminders; Thrive keeps each client’s history.
Ascend courses and quizzes from your own procedures.
The apps you’ll use most
VeraGen answers from the documents you give it. It isn’t tax or accounting advice, and your professionals stay in charge of every answer that goes to a client.
One account, every app, and $5 of AI usage to start. Set up in minutes; cancel any time before the trial ends and you pay nothing.