Metrics Dashboard

Get a complete overview of tax planning, investments, asset protection, and estate planning, all brought together in one convenient, centralized dashboard

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 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.

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.

Customizable Questionnaire(s)

Use our pre-set questions or create your own to maximize opportunities and give each client the best possible outcome.

Record Payments

Payment status of each client, record payments, amount overdue, next payment date.

Maverick Support

Email, phone, and chat support submit issues to our team.