Tax Workflow
MV Tax Deadline Tracker
$24
/month
WordPress
1 production site
Turn important tax dates into searchable, client-ready deadline boards with countdowns, state filters, and admin-managed filing calendars.
Annual saves $48 compared with monthly billing
Searchable filing deadline cards with state filters
Countdown views that help teams spot approaching dates
Admin-managed filing date updates without rebuilding pages
Forms
MarketVista Ai FormPilot Studio
$49
/month
WordPress
1 production site
Build cleaner WordPress intake experiences for leads, reviews, surveys, feedback, and guided forms without stitching several form tools together.
Annual saves $98 compared with monthly billing
Drag-and-drop form building for contact, lead, survey, feedback, and review workflows
Stepped forms and guided intake paths that feel easier for visitors to complete
Templates, themes, notifications, anti-spam checks, and submission management
CRM Automation
MV Client Follow-Up Automation
$59
/month
WordPress
1 production CRM site
Keep client follow-up from slipping through the cracks with contact records, ready-made message templates, reminders, and service workflow tracking.
Annual saves $118 compared with monthly billing
Client and lead records with activity history in WordPress
Follow-up templates for missed calls, proposals, invoices, reviews, re-engagement, and renewals
Manual and bulk scheduling for service reminders
Admin Controls
MarketVista Admin Control Suite
$39
/month
WordPress
1 production site
Clean up WordPress admin areas with menu control, role-safe access, branding, notices, and safer settings workflows for client-managed sites.
Annual saves $78 compared with monthly billing
Experience Builder all-in-one workflow for Woo account, forms, nav, hero, breadcrumbs, and MV plugin integrations.
Woo Form Studio for login, registration, account details, address forms, form colors, helper copy, and optional registration fields.
Frontend Template Studio for beginner-safe nav, hero, breadcrumb, page shell, account template, and shortcode controls.
Account Portal
MarketVista AI Account Hub
$79
/month
WordPress
1 production WooCommerce site
Give WooCommerce and WordPress customers a polished account area with dashboard widgets, helpful account sections, and Elementor-ready finance pages.
Annual saves $158 compared with monthly billing
WooCommerce My Account replacement with draggable dashboard widgets
Elementor-ready finance and Bank Sync dashboard pages
Protected account tabs for customer resources and support
Tax Intelligence
MarketVista Write-Off Finder AI
$29
/month
WordPress
1 production site
Guide business owners through possible deduction opportunities with a WordPress-hosted assistant, clear explanations, and export-ready summaries.
Annual saves $58 compared with monthly billing
Guided deduction discovery workflow for business owners
Plain-language prompts that make tax review less intimidating
Help center, tooltips, and export-ready summaries
Security Suite
MarketVista Ai WP Fortress
$149
/month
WordPress
1 production security site
Protect production WordPress sites with AI-assisted security review, malware scanning, firewall visibility, MFA, hardening, backups, alerts, and clear reports.
Annual saves $298 compared with monthly billing
AI Sentinel Pro security posture scoring and incident workflow
Malware scanning, firewall scoring, bot protection, and hardening
Authenticator-app MFA, recovery codes, and WooCommerce account protection
Reputation
Review Booster AI
$29
/month
WordPress
1 production site
Ask for reviews at the right time, guide happy customers toward public feedback, and give local businesses a cleaner reputation workflow.
Annual saves $51 compared with monthly billing
Review request flows for happy customers
Reputation prompts that help teams ask more consistently
Agency-friendly setup for client review campaigns
Billing Bridge
KanderBooks Invoicing OS
$149
/month
WordPress
1 production site
Run invoicing, guest payments, receivables, bookkeeping evidence, tax document storage, client portal access, support requests, and accounting exports from one WordPress billing system.
Annual saves $298 compared with monthly billing
Invoice and guest payment workflows for clients
Accounts receivable visibility and payment follow-up
Bookkeeping evidence and tax document organization