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NEWPORT BEACH, Calif. — November 12, 2026 — CountingWorks today announced new context-aware capabilities for MAX Concierge, its AI-powered website assistant that transforms traditional CPA firm websites into interactive experiences designed to convert more visitors into prospective clients.
For years, accounting firms have invested in websites, educational content, and digital marketing to attract potential clients. But even when those efforts bring visitors to a firm's website, the experience often remains passive. Someone reads an article, reviews a service, or visits a pricing page and leaves without ever starting a conversation.
MAX Concierge changes that by turning static website content into intelligent, personalized conversations.
"Accounting firms spend thousands of dollars attracting visitors to their websites, but most of those visitors never engage the firm," said Lee Reams II, CEO of CountingWorks. "We wanted to change that equation. Instead of hoping someone fills out a contact form, MAX Concierge starts a relevant conversation based on what brought that visitor to the website in the first place."
From Reading an Article to Becoming a Client
Consider a restaurant owner researching whether new kitchen equipment qualifies for a tax deduction.
They discover a CPA firm's article discussing Section 179 deductions, depreciation, and equipment purchases.
Traditionally, the visitor reads the article and leaves.
With MAX Concierge, that experience becomes interactive. The assistant understands the subject of the article and can suggest relevant follow-up questions:
- Could my restaurant's new kitchen equipment qualify for an immediate deduction?
- Should I purchase equipment before year-end?
- How could these purchases affect my overall tax strategy?
The restaurant owner can continue exploring the topic, learn about the firm's expertise, and discover opportunities to discuss their situation with a tax professional.
What started as a single blog visit becomes a potential new client relationship.
Every Page Becomes an Opportunity for Engagement
MAX Concierge isn't limited to blog articles. Its contextual capabilities extend across the firm's website, adapting conversations to the information visitors are exploring.
On a pricing page, a prospective client can ask how the firm works, what services are included, what engagements typically cost, and whether the firm is a good fit.
On a service page, a business owner exploring outsourced CFO services can ask what a virtual CFO actually does, how the service differs from bookkeeping, and whether it makes sense for a business of their size.
On an industry-specific page, a dental practice owner can explore questions about practice profitability, equipment purchases, or tax planning opportunities relevant to their industry.
Rather than presenting every visitor with the same scripted chatbot greeting, MAX Concierge adapts its suggested questions and conversational guidance to the page's content and the firm's available business information.
The result is a more relevant experience that encourages visitors to engage instead of simply browsing.
Making Existing Website Traffic More Valuable
For accounting firms, the opportunity goes beyond answering questions.
MAX Concierge is designed to help firms generate more business from the visitors they already attract.
By transforming existing content into interactive experiences, firms can create more opportunities for visitors to discover services, understand the firm's value, and take the next step toward a consultation.
"Think about all the expertise sitting on an accounting firm's website," Reams said. "Every article, every service description, every industry page represents an opportunity to help someone. MAX Concierge makes that knowledge interactive and creates a path from interest to an actual business conversation."
Moving Beyond Traditional Practice Management
The launch reflects CountingWorks' broader vision of moving beyond traditional practice management toward intelligent, AI-powered client management.
While traditional practice management systems focus on organizing tasks and internal workflows, CountingWorks PRO is building technology around the complete client relationship, beginning with the first website visit.
"We believe the future of accounting technology starts with the client, not the task list," Reams said. "AI gives us the opportunity to rethink how firms attract clients, build relationships, and grow their businesses. That's what we're building with MAX."
MAX Concierge is available through CountingWorks PRO.
Click here to see MAX Concierge in Action
About CountingWorks
CountingWorks helps independent tax and accounting professionals build more successful practices. Its flagship platform, CountingWorks PRO, combines digital marketing, client engagement, practice management, and AI-powered intelligence to help firms attract better clients, strengthen relationships, and grow their businesses.
Learn more at www.CountingWorksPro.com.
Media Contact
CountingWorks, Inc.
Newport Beach, California
www.CountingWorksPro.com
