What happens when
all tax advisors use
the same software?
Everyone’s doing the same thing,
offering the same services
for the same price,
and competing for the same clients.
If you've ever wanted to stand out from the crowd,
Tax Maverick is your solution.
Dare to be different.
Dare to be a Maverick.
We know you need to help your clients save on their taxes.
Tax Maverick does that part easier and better than anyone else.
Tax Maverick makes handling investments, estate planning, and growing wealth easy. It's built to be user-friendly, so any tax advisor, no matter their experience, can start using it right away.
Identify Tax and Wealth Strategy
Calculate Federal & State Savings
Create a Custom Wealth Assessment
Generate a Proposal and Collect Payments
Track Progress so you can Deliver on Schedule
Lower their taxes, change their lives.
What happens when you offer different
(and better) services than every other tax advisor?
You get raving clients who never want to leave.
Beat the competition and do more than just taxes. Tax Maverick makes handling tax planning, investments,
asset protection, and estate planning easy, even if it's all new to you.
Tax Maverick isn't tax planning software. We call it “Wealth Planning Software”, and it's the first of its kind.
Advanced tools, no training needed.
Everything you need is seamlessly integrated into
one platform, making Tax Maverick the go-to solution
for elevating ALL your tax advisory services.
Tax Maverick automatically creates detailed reports
that are easy for your clients to understand so you
can present a customized plan made only for them.
Advanced tools, no training needed.
What happens when complex tax scenarios
become easy to navigate?
You become the go-to advisor for your clients.
We know you need to help your clients save on their taxes.
Tax Maverick does that part easier and better than anyone else.
It does more, though - so you can offer more to your clients.
Tax Maverick makes handling investments, estate planning, and growing wealth easy. It's built to be user-
friendly, so any tax advisor, no matter their experience, can start using it right away.
Tax Maverick Features
Tax Maverick the go-to solution for elevating ALL your tax advisory services.
Wealth Assessment Report
A detailed analysis that provides you and your client with their total tax savings, information on investments to build wealth, and recommendations to protect their assets.
Custom Proposal Builder
With just one click, easily generate a customized presentation that highlights your assessment findings, uncovers opportunities, and outlines the next steps for partnering with you.
Client Progress Tracker
Keep client fulfillment in check with our tracker, making sure every strategy, deadline, and opportunity is captured so you can be the tax advisor your clients deserve.
Client Document Hub
A centralized location for clients to upload their required documents, providing a shared space where both you and your clients can easily manage and access important files.
Onboarding Status Console
View all clients on a single, easy-to-read screen, allowing you to instantly understand each client's progress in the onboarding process.
Metrics Dashboard
Get a complete overview of tax planning, investments, asset protection, and estate planning, all brought together in one convenient, centralized dashboard.
No more research overload.
What happens when you can spend less time
researching and more time strategizing?
You build stronger relationships with your clients.
Tax Maverick streamlines your workflow so you can focus on
understanding and helping your clients achieve their goals.
When you can get to know them on a deeper level, you can
build deeper connections. And isn't that the way it's supposed to be?
One click and you're there.
What happens when every detail about your clients is organized and accessible?
You deliver tailored advice that truly makes a difference.
Stop spending hours sifting through client's information. With Tax Maverick, everything you need is all in one place.
Ask each client some simple questions, and Tax Maverick does the rest.
- Easily manage the onboarding process.
- Keep track of every detail about each client.
- Automatically generate great-looking presentations.
- Know at a glance which clients have paid and which still owe.
Simplify the process and amplify your team.
What happens when everything about your business becomes simpler?
It becomes easier to train and build a team.
Streamlining your tax workflow gives you a more efficient and clear process.
Tax Maverick's ease of use means you can quickly bring new team members up to speed.
The result? Consistent quality across your services.
