What if practice management software actually did the work instead of giving you more work to manage?

For years, accounting firms have relied on task lists, complicated workflows, Kanban boards, and disconnected software to keep their practices running. But in the age of AI, there's a better way.

In this episode of Tactical Tuesday, CountingWorks PRO founder and CEO Lee Reams joins Conner Lantz, Director of Product, for a live walkthrough of the next evolution of MAX — our conversational, AI-powered approach to managing client relationships and running a more productive accounting firm.

See how MAX Skills, Automations, and the new Daily Briefing are helping firms move beyond traditional practice management toward software that understands their clients, anticipates needs, and helps get work done.

In this episode, you'll discover:

• MAX Skills: Use conversational AI to complete real tasks without learning complicated workflows.
• Autonomous Automations: Schedule Skills to run proactively, from tracking missing client documents to preparing follow-ups.
• Intelligent Document Tracking: Identify outstanding client requests and streamline personalized reminders.
• MAX Memory: Give AI context about your firm, clients, preferences, and processes for more relevant assistance.
• Your Daily Briefing: See priorities, outstanding tasks, client activity, and recommended next steps in one place.
• Advisory Opportunities: Preview how MAX can identify clients who may need tax planning, cash flow guidance, or additional advisory services.

We'll also preview what's coming next, including MAX Concierge and new ways to visualize your firm's work without returning to the complexity of traditional practice management.

Our philosophy is simple: Same Team. Bigger Outcome.

You don't need more software to manage. You need technology that helps your team accomplish more.

Ready to see what MAX can do for your firm?

Explore CountingWorks PRO: https://countingworkspro.com

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