Automation Built for Tax Professionals
A plug-and-play CRM and automation system that manages client intake, pipeline stages, and communication — regardless of what tax software you use.
Built to replace spreadsheets, missed follow-ups, and manual tracking with one centralized system.
Built to Run Your Tax Workflow From Intake to Completion
A complete automation system that stands on its own
Centralized Client Intake
One universal intake form collects client details and routes them directly into your system.
Visual Pipeline Tracking
Track every client’s status in real time with clear, stage-based pipelines.
Automated Client Updates
Clients receive automatic confirmations and status updates as their case progresses.
Internal Alerts & Notifications
Know exactly when action is required without constantly checking your system.
A complete automation system that stands on its own
This is automation software, not tax software. Use whatever prep platform you prefer.
Designed to Scale
Whether you manage 25 clients or 2,500, the system stays organized and responsive.
Designed for tax professionals who want systems, not stress
This system is ideal for:
Independent tax preparers
Tax repair professionals
Enrolled Agents
Small tax firms
Seasonal tax offices preparing to scale
If you currently rely on:
Spreadsheets
Manual follow-ups
Text message chaos
No clear view of client status
This platform replaces that with structure.
A Simple Workflow That Runs Itself
Step 1:
Client submits Intake Form
Clients complete a single intake form that feeds directly into your system.
Step 2:
Automation Tracks Progress
Each client moves through pipeline stages automatically with built-in updates.
Step 3:
Manage Everything in One Place
You focus on tax work while the system handles tracking and communication.
No micromanaging. No duplicated work. No guessing where things stand.
Mavenverse for Tax Pros
Core Tax Pro Automation
$99/month
SETUP FEE: $297
Tax client pipeline
Landing Page with Universal intake form
Contact & opportunity automation
Client status notifications
Internal alerts
Scalable CRM structure
Core Tax Pro Automation. w/ Conversation AI Agent
$149/month
SETUP FEE: $297
Everything in Core Tax Pro Automation plus:
Handles website chat
Responds to FAQs
Captures leads automatically
Routes conversations into your CRM
Your system works immediately using email. During your setup and training session, we’ll finalize connections, review your dashboard, and show you how to use everything confidently.
Text messaging activates automatically once your A2P carrier approval is complete, should you choose to activate SMS features.
Ready to Optimize Your Tax Flow?
Replace manual tracking with automation built specifically for tax professionals.
MavenVerse is an interconnected ecosystem for builders and operators.
From automation and education to tools and strategy, everything is designed to support scalable, intentional growth.
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