Remember when you stayed late at the office for the third (or was it the fourth?) night in a row? You were eyeball-deep in 1040s, vision blurred from scanning for missed deductions—and you still had a phone consult in ten minutes. Fun, right?

If “fun” reads as “exhausted” in your mind, keep reading. I’m about to show you why not having an AI assistant is making you the de facto assistant (yes, to yourself)—rather than the profit-driving professional your clients hired in the first place.

The Big Myth That’s Holding You (and Your Firm) Back

Right now, some of you are side-eyeing your screen. Maybe you’re thinking:

“But AI is out to replace accountants, not help them. Right?”

Wrong.  You’ve likely heard the doom and gloom. “Robots are taking our jobs!” Meanwhile, top Enrolled Agents, tax pros, and CPAs are quietly using AI every day—they’re slashing hours of grunt work, answering client emails in seconds, and generating brilliant proactive strategies that are allowing them to charge higher fees and provide greater value. 

The best part? They’re still human, and they haven’t lost their personal touch. We promise – we wrote a whole blog about it. They’ve just got a little robotic muscle behind them.

Move From ‘Scribe’ to ‘Strategist’

If you’re not using an AI assistant, you’re stuck in what we’ll refer to as “Scribe Mode.” “Scribe Mode” is that place where you manually transcribe data, triple-check your figures, and do your own write-ups when you could be working on high-level advisory services for your clients. It’s the place where you keep telling yourself, “Just a few more returns, then I’ll get to the big-picture stuff.” 

But if you’re like most of your colleagues in the industry, the big-picture stuff never happens, does it?

An AI assistant changes everything. *You* remain the captain of the ship—steering client decisions, interpreting complicated tax rules, and giving sage advice. Meanwhile, your AI tool churns through your returns, highlights anomalies, and even prompts you with new tax-saving options for your clients. And, believe it or not, this happens literally while you sleep.

But *How*? Meet MAX—Your New BFF at Work

Everyone needs a work bestie, right? Meet yours – MAX. 

Imagine you just loaded a complicated S-Corp return into your system (hello, labyrinth of pass-through income and shareholder distributions). Instead of you wading through page after page after page yourself, just give MAX a simple command—by voice or text:

“Summarize key changes from last year’s S-Corp return and note any potential red flags.”

Within seconds, you get an organized, crystal-clear synopsis: bullet points that detail changes, highlight possible issues, and even hint at a few strategy suggestions. Suddenly, you’re saving hours per week, and doubling or tripling your capacity to serve clients.

No one got replaced. Instead, you got superpowers.

The AI + Human Sweet Spot

The real power here is the “human in the loop” partnership. Sure, MAX can do hundreds of daily tasks—everything from pulling ratio analyses on multiple returns to prompting you with the latest IRS guidelines on BOI reporting. But you know your clients. You know their risk tolerances and short- and long-term goals.

Your knowledge and intuition + MAX’s speed and data crunching = a client-service revolution.  

• You interpret the results.  
• MAX does the heavy lifting to *get* those results.  ‍
• Clients get sharper insights, faster returns, and bigger strategy wins.

AI doesn’t replace you; it unleashes you.

Think You Don’t Have Time to Learn AI? You Don’t Have Time Not To

This is the part where you might say, “Great, but I barely have time to microwave lunch, let alone learn some fancy AI.”

Right… because you’re doing all that assistant-level stuff. It’s time to flip the script on your day-to-day workflow and start providing your clients with the best financial services they’ve ever received.

Want to see MAX in action? Click here to schedule a demo with our experts.