For accountants & CPAs
Know the second your client opens the return.
Deadlines do not wait for clients who let email pile up. Vero tells you the instant your client opens the organizer, the engagement letter, the invoice, or the return you sent for signature, so you can chase the ones who went quiet before the filing date, not after.
Where Vero pays for itself.
E-file authorizations
Send the 8879 and watch. Vero shows you the moment the client opens it, so you know whether to wait or to call before the deadline.
Organizers & documents
The organizer is out but the documents never came back. Vero shows whether the client opened it or it is sitting unread, so your reminders land on the right people.
Invoices & follow-ups
Vero tracks every link. See when a client clicks through to pay the invoice or review the statement you sent, and who is quietly ignoring it.
Every client email, sorted by who has actually read it.
Organizers, engagement letters, returns, and invoices in one popup, each marked sent, read, or clicked. During busy season, open Vero and see exactly which clients to chase today.
Signals that keep you ahead of the deadline.
- An organizer opened the day you sent it but no reply means the client is engaged but stuck. A nudge now beats a scramble in April.
- A return opened three times without a signature usually means questions. Call before they call you.
- A click on the payment link with no payment means they saw the invoice and chose to wait. That is a different conversation than never having opened it.
- No open at all, days before a deadline, means your email never landed. Resend now, not on the 14th.
Questions from accountants.
See who opens your next return.
Vero also works for other kinds of work. New to email tracking? Start with our guides.