One place for your clients, their documents and your whole team. Ask Maven, and get work your team can check and send.
Maven brings the three things every piece of client work depends on into one workspace.
Add returns, invoices and letters once. Maven reads them, and answers built on them show which file they came from.
Write down how your firm does a job once. Maven follows those steps on every client, every time.
Give each client a Space. Your team talks, shares files and asks Maven together, in one conversation.
Shared Spaces
Your team, the client’s files and Maven, in one conversation. Drafts stay marked as not reviewed until a reviewer approves them.
Kibo’s Q3 VAT is due on the 20th. Juma, can you take the reconciliation?
@Maven match the Q3 sales invoices to the EFD receipts.
Done. 3 invoices have no matching EFD receipt, so TZS 4.2M of input VAT is at risk. The reconciliation is ready for Amina.
Everyone on the job shares the same files and the same conversation. Drafts stay with their author until a reviewer approves them and they are shared.
Type @Maven in the conversation. It answers using that client’s files, so the whole team sees the work.
Drafts go to a colleague you choose. They approve or ask for changes, and every version is kept.
Playbooks
A playbook is your firm’s way of doing a job, written down once. Maven follows it on every client, so the work sounds like you and keeps to your rules.
How Hassan & Partners writes to clients
Formal and warm. Plain English, no jargon. Address the client by name.
The answer first. Then the law. Then what the client should do next.
Always quote the section of the Act. Never promise an outcome with TRA.
A manager reads it before it goes to the client.
Dear Mr Mushi,1
You can object to the assessment TRA sent on 2 September, and we recommend that you do.2
Under section 51 of the Tax Administration Act, your objection must reach TRA within 30 days, so by 2 October.3
Next step: please send us the signed sales ledger by Friday. We will prepare the objection for you to sign.2
Kind regards,
Hassan & Partners4
Put down how your firm does a job, the way you would teach a new hire. Plain words, no setup.
A firm playbook is checked before anyone can use it, so only your real methods reach client work.
Change a rule today and tomorrow’s work follows it. Every client gets the same standard.
Privacy
Maven only works with the files you give it, for the people you choose. One client’s documents are never used to answer for another.
Who can open this client
AminaManagerCan openJumaAssociateCan openRehemaAssociate, other clientsNo accessOnly the people you add can open a client. Everyone else in the firm can’t see it.
Your own Projects are yours alone. You choose what reaches the team, and when.
Maven drafts. Your team checks, approves and shares. Every version shows who approved it.
Your files help with your work, and only your work. They don’t teach anyone’s model.
Security
Your firm decides who sees each client, what Maven can read and who signs off. Every control a firm’s IT team expects is built in: SAML single sign-on, audit logs, IP allow-listing and data lifecycle management.
Visit the Trust CentreFAQ
Something we haven’t covered? Ask us, and we’ll walk your team through it.
Talk to usMaven is an AI workspace for tax and advisory firms. Your team keeps each client’s documents, your firm’s way of working and the conversation in one place, and Maven drafts the work for your people to check and send.
Tax consultancies, accounting practices and business advisory firms. We are starting with firms in Tanzania, so Maven is built for work like VAT returns, corporate tax computations and replies to TRA.
Tax computations, VAT reconciliations, advice letters, memos, replies to TRA queries and reviews of client documents. If your team does it often, Maven can help draft it.
Each client has its own access list, so only the people you add can open its files. Your own Projects stay private until you share them, and you can switch AI off for any client.
No. Your files are used to do your work and nothing else. They are never used to train AI models.
You write down how your firm does each job once, as a playbook: the steps, your rules, your tone and format, and the checks before sign-off. An owner or admin approves it, and Maven follows it on every client. When you change a rule, the new version is reviewed before new work uses it, so the work stays the same whoever on your team asks.
Yes. Give each client a shared Space. Your team talks, shares files and asks Maven in one conversation, and managers review drafts in the same place.
Book a demo. We set up your firm, add your team and walk you through a real client job, from the first document to the signed-off reply.
Book a demo and we’ll walk your team through a real client job, from the first document to the signed-off reply.
We’ll be in touch within one working day to find a time.
