Built by tax professionals,
for tax professionals
We spent years wrestling with CRMs that weren't built for our workflows. So we built Venvio — the workflow-aware CRM that actually understands tax practices.
Our Story
Venvio was born from frustration. We're tax professionals who spent years fighting with generic CRMs that promised everything but understood nothing about our actual work.
We tried Salesforce, HubSpot, and countless others. They all had the same problems: rigid workflows that didn't match tax processes, client portals that were glorified file viewers, and pricing models that punished growth. Every customization required expensive consultants. Every workflow change took weeks.
The breaking point? Watching clients struggle through clunky onboarding processes, staff waste hours on manual data entry, and cases stall because information was scattered across emails, spreadsheets, and multiple systems.
We knew there had to be a better way. So we built it ourselves.
Our Mission
To help tax and accounting firms scale without adding staff. Venvio automates the repetitive work — client onboarding, data collection, workflow routing, and case tracking — so professionals can focus on what they do best: solving client problems.
We believe technology should adapt to your workflows, not force you to adapt to it.
Our Vision
A world where tax professionals spend their time on high-value work, not administrative tasks. Where clients can onboard themselves in minutes, not weeks. Where case resolution is measured in days, not months.
That's why Venvio isn't just another CRM — it's a workflow automation platform built specifically for tax practices.
What Makes Venvio Different
Built for Tax Workflows
Not a generic CRM with tax features bolted on. Every workflow, form, and automation is designed specifically for tax prep and tax relief practices.
Workflow-Aware Automation
Venvio understands your processes. Client onboarding, document collection, case routing, and resolution tracking happen automatically — no coding required.
Client Self-Service
Clients onboard themselves through guided workflows, reducing your staff workload by 70% while improving data accuracy and completion rates.
Real-Time Insights
See exactly where every case stands, which clients need attention, and how your team is performing — all in real-time dashboards built for tax professionals.
Pricing That Scales
Pay per active client, not per seat. Your team gets unlimited access. No hidden fees, no long-term contracts, no expensive consultants required.
Ready From Day One
Pre-built templates for tax prep and tax relief workflows. Customize in minutes, not months. Start onboarding clients the same day you sign up.
How Venvio Helps Your Firm
From first contact to case resolution, Venvio automates every step of your client journey:
Sales & Onboarding
Automated lead capture, qualification, and client onboarding with guided workflows.
Document Collection
Interactive forms, secure uploads, and e-signatures — all tracked automatically.
Case Management
Automated routing, task assignment, and status tracking for every case type.
Analytics & Insights
Real-time dashboards showing revenue, case status, team performance, and client satisfaction.
What We Believe
Software should work for you, not against you.
Automation should free your time, not complicate your life.
Clients should feel guided, not lost.
Growth shouldn't require hiring more staff.
Venvio exists because we were tired of settling for tools that didn't understand our work.