Tax season might be over, but the real work of improving your systems starts now. If your firm just wrapped up another stressful filing period, you’re probably wondering: How can we make next year less chaotic? How do we serve more clients without burning out?

Meet MAX, the AI assistant built into CountingWorks. MAX is the industry’s premier choice for tax professionals who want to reduce manual work, catch errors before they become problems, and move into more strategic, high-value roles. Trained daily on the tax code, MAX is the best tax assistant you’ve ever had (and you won’t know how you lived without!)

Now is the perfect time to get familiar with how MAX works and start laying the groundwork for a smoother, more efficient tax season next year.

How MAX Revolutionizes Tax Preparation

MAX is designed to handle tasks that normally eat up hours of your time, like data extraction, comparison of prior-year returns, and anomaly detection. By automating the most tedious parts of tax prep, MAX helps ensure each return is accurate and optimized for client savings.

Instead of manually combing through documents line by line, you can upload a return into the system and let MAX do the heavy lifting. It can accurately flag inconsistencies, summarize key changes from previous years, and even prompt you with tax-saving suggestions, all in seconds. 

This would take even the best human employee hours, if not days.

Real-World Impact

Let’s say you’re preparing a complex S-Corp return. MAX reviews the documents, highlights shifts in shareholder distributions, and points out discrepancies compared to last year’s filings. You spot a potential deduction your client missed because MAX flagged the variance. We’re giving you the tools you need to take on more clients without sacrificing quality or burning out your staff.

The accounting profession is already moving in this direction. In fact, a 2023 Deloitte survey found that 79% of leaders have deployed AI applications, recognizing AI as vital for their businesses. As Deloitte puts it:

“AI is enabling tax professionals to shift from being compliance processors to strategic advisors.”

This is exactly what MAX helps you do. By handling the repetitive, time-consuming pieces of tax work, it gives you the space to elevate your role—whether that means having deeper client conversations, offering forward-looking tax strategies, or simply reclaiming your weekends during filing season.

Now’s the Time to Prepare

Integrating AI doesn’t require a massive overhaul. In fact, the best time to test and learn is right now—while the pressure of deadlines is off. Here’s how to get started:

• Start Small: Choose one workflow to automate—like extracting data from tax forms or generating return summaries.
  
• Test It Out: Use MAX to run parallel tests with previous returns. You’ll quickly see how much time you’re saving.
  
• Scale Strategically: As confidence grows, expand MAX’s use to more return types and services while always keeping your professional oversight in place.
  

The best firms don’t wait until next January to start thinking about tax season—they start building now. With MAX, you can simplify tax prep, improve accuracy, and free up your team to do more of what clients value most: strategic, proactive advice. Instead of repeating the same high-stress cycle next year, use this off-season to evolve how you work.

Because when next tax season rolls around, you won’t just be ready. You’ll be ahead.

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