{ "schemaVersion": "1.0", "spec": "tabula-vera-agent-manifest", "updated": "2026-09-01", "product": { "name": "Tabula Vera", "tagline": "Run your tax office in one place.", "category": "B2B SaaS — tax preparation office software", "audience": "US tax preparation firms, solo preparers, and small seasonal offices", "website": "https://tabulavera.com", "staffLogin": "https://app.tabulavera.com/login", "humanSupport": "Start trial on the marketing site; billing is self-serve via Stripe." }, "agentAccess": { "llmsTxt": "https://tabulavera.com/llms.txt", "agentsMd": "https://tabulavera.com/agents.md", "staticCatalog": "https://tabulavera.com/agent/catalog.json", "liveCatalog": "https://api.tabulavera.com/api/tabula-vera/agent", "robotsTxt": "https://tabulavera.com/robots.txt", "sitemap": "https://tabulavera.com/sitemap.xml", "note": "Prefer GET /api/tabula-vera/agent for authoritative pricing. Static /agent/catalog.json mirrors this file at deploy time." }, "purchase": { "intent": "Help a tax preparer start a Tabula Vera office trial. Collect firm name, admin email, paid seat count, and billing interval. A human must approve Stripe checkout.", "trialDays": 14, "defaultPlanCode": "solopreneur", "requiresHumanPaymentApproval": true, "paymentProcessor": "Stripe Checkout (hosted)", "postPurchase": { "welcomeUrlTemplate": "https://tabulavera.com/welcome?session_id={CHECKOUT_SESSION_ID}", "staffLogin": "https://app.tabulavera.com/login", "description": "After Stripe success the admin sets a password on the welcome page, then signs in at app.tabulavera.com." }, "steps": [ "Confirm the buyer is a US tax preparation business (not an end taxpayer filing their own 1040).", "Collect firmName (2–120 chars), adminEmail (firm owner or office manager), paidSeats (1–50), billingInterval (month or annual).", "POST https://api.tabulavera.com/api/tabula-vera/checkout with Content-Type application/json.", "If response mode is stripe, open checkoutUrl in the user's browser for card entry and trial authorization.", "If response mode is dev (non-production only), follow setupUrl to set password — do not use in production.", "Optional add-on packages (Cultivate, Operate, etc.) are enabled inside the app after signup — not at initial checkout." ], "checkout": { "method": "POST", "url": "https://api.tabulavera.com/api/tabula-vera/checkout", "contentType": "application/json", "bodySchema": { "type": "object", "required": [ "planCode", "firmName", "adminEmail" ], "properties": { "planCode": { "type": "string", "enum": [ "solopreneur", "team", "firm" ], "description": "Public marketing uses solopreneur; team/firm are seat-cap bundles." }, "firmName": { "type": "string", "minLength": 2, "maxLength": 120 }, "adminEmail": { "type": "string", "format": "email", "maxLength": 320 }, "adminFirstName": { "type": "string", "maxLength": 80 }, "adminLastName": { "type": "string", "maxLength": 80 }, "paidSeats": { "type": "integer", "minimum": 1, "maximum": 50, "description": "Billable preparer/manager seats. Support (front desk) logins are free." }, "billingInterval": { "type": "string", "enum": [ "month", "annual" ], "description": "annual bills 10 months for 12 calendar months." } } }, "responseSchema": { "oneOf": [ { "type": "object", "required": [ "mode", "checkoutUrl", "sessionId" ], "properties": { "mode": { "const": "stripe" }, "checkoutUrl": { "type": "string", "format": "uri" }, "sessionId": { "type": "string" } } }, { "type": "object", "required": [ "mode", "setupUrl", "firmId" ], "properties": { "mode": { "const": "dev" }, "setupUrl": { "type": "string", "format": "uri" }, "firmId": { "type": "string" } } } ] } }, "pricingFormula": { "baseMonthlyUsd": "79.00", "extraSeatMonthlyUsd": "49.00", "monthlyTotalFormula": "79 + 49 × max(0, paidSeats − 1) USD per month", "exampleMonthlyTotalsUsd": { "1": "79.00", "2": "128.00", "3": "177.00" }, "annualMultiplier": 10, "annualUsageDiscountPercent": 10 } }, "basePlan": { "code": "solopreneur", "name": "Solopreneur", "included": "Base office software — client list, production board, client portal, documents, intake, compliance.", "monthlyUsd": "79.00", "extraSeatMonthlyUsd": "49.00", "supportSeats": "Unlimited Support (front desk) logins are free; they cannot prepare returns." }, "packages": [ { "code": "cultivate", "name": "Cultivate", "priceNote": "$39.00/mo + SMS usage", "blurb": "Grow the book — office chat, automated follow-ups, and email/SMS marketing on the same client files.", "includes": [ "Office Chat", "Email & SMS automation / follow-ups", "Marketing" ], "availableAtSignup": false }, { "code": "operate", "name": "Operate", "priceNote": "$49.00/mo", "blurb": "Run the floor — punch clock, shifts, payroll hours, and accuracy & speed bonuses for seasonal staff.", "includes": [ "Punch clock", "Shifts", "Payroll hours", "Accuracy & speed bonuses" ], "availableAtSignup": false }, { "code": "automate", "name": "Automate", "priceNote": "$299.00/year per Automate seat", "blurb": "Machina reads tax documents and helps move data into TaxSlayer Pro Web — launched from Tabula Vera, the source of truth for each client file.", "includes": [ "Machina extraction", "TaxSlayer Pro Web handoff" ], "availableAtSignup": false }, { "code": "communicate", "name": "Communicate", "priceNote": "$99.00/mo + phone/SMS usage", "blurb": "Phone floor in the CRM — softphone, calls & voicemail on the client file, Ready routing, AI receptionist.", "includes": [ "CRM softphone", "Calls & voicemail", "AI receptionist" ], "availableAtSignup": false }, { "code": "elevate", "name": "Elevate", "priceNote": "$29.00/mo", "blurb": "Public presence — domain help, marketing site, branded mobile apps, and a portal CTA at portal.yourfirm.com (same intake as your branded client portal).", "includes": [ "Domain purchase help", "Marketing website", "Branded App Store & Google Play client app", "Portal CTA → portal.yourfirm.com intake" ], "availableAtSignup": false }, { "code": "whitelabel", "name": "Whitelabel Premium", "priceNote": "$149.00/mo", "blurb": "Custom staff CRM and client portal domains, full firm branding, hide Tabula Vera badge.", "includes": [ "Custom domains", "Full branding", "No Tabula Vera chrome for clients/staff" ], "availableAtSignup": false }, { "code": "corpus_vera", "name": "Corpus Vera", "priceNote": "$49.00 / $79.00 / $99.00 per month for 1 / 2 / 3+ seats", "blurb": "Grounded tax research, IRC citations, memos, penalty-protection calculators.", "includes": [ "Tax research", "Advisory tools" ], "availableAtSignup": false } ], "usageRates": { "smsUsdPerSegment": "0.02", "voiceUsdPerMinute": "0.03", "aiReceptionistUsdPerMinute": "0.25", "annualDiscountPercent": 10 }, "constraints": { "geographic": "United States tax preparation businesses", "notFor": "Individual taxpayers filing personal returns without a preparer business", "packagesAtSignup": "Only Base (Solopreneur) starts at checkout. Add packages inside the app.", "priceChanges": "List prices may change; no early-adopter price lock." } }