Meet Max—your always-on, AI-powered partner for tax and accounting. Max takes your firm beyond the basics, helping you engage clients, streamline marketing, and even create audio deep dives from your blog content. The future of your practice starts now.
Get Max Today
Our proprietary artificial intelligence system was developed to stay ahead of industry changes with real-time updates. Ai Assistant is trained daily on tax guides, research analyses, IRS publications, and more. This leads to highly accurate, dependable results tax and accounting experts can count on every day.
Your entire practice ecosystem revolves around Max – the “brain” of CountingWorks PRO – seamlessly connecting every aspect of your service and brand presence.
Get Introduced to MaxHave you ever had a tax question but didn’t want to talk to a tax advisor?
Now, they don’t have to wait. Max is right there—friendly, knowledgeable, and always ready to help. Whether it’s midnight or midday, your clients can get answers on their own terms. This means fewer late-night voicemails, more immediate resolutions, and the freedom to seek guidance at their convenience, building greater trust and satisfaction at every turn.
With Max, you’re not just answering questions—you’re setting a new standard for service. This level of accessibility shows clients that their financial well-being is top priority, and that your firm is committed to helping them succeed. In an increasingly competitive market, this kind of proactive, round-the-clock support can be the difference that wins loyalty.
Max handles routine tasks instantly, freeing you to deliver high-value advice every day. It’s AI precision plus human expertise—together, a powerful and absolutely unstoppable team.
Transform blogs into audio content, letting clients conveniently learn anywhere. Expand reach, improve engagement, and make your insights accessible beyond screens.
Max propels your firm forward: launch targeted campaigns, boost SEO, publish blogs effortlessly. Embrace innovation and stand out—every piece of your practice clicks into place.
Max ensures data protection and IRS compliance, securing clients’ information. Built for tax professionals, it safeguards reputations and preserves peace of mind year after year.
Add Max to Your Website or Portal Today and show your clients you’re committed to giving them the best experience in the industry. Let Max handle the day-to-day interactions, while you focus on strategic growth, client relationships, and building the best firm you’ve ever run.
Max integrates seamlessly with all CountingWorks PRO websites and our proprietary ClientHub client portal.
Yes! Max is pre-trained on the latest tax and accounting knowledge. You can also customize it to answer your clients’ most frequently asked questions.
Max is more than a chat tool. It supports SEO strategies, marketing campaigns, and our exciting new audio content creation, helping you attract, engage, and retain the right clients.
CountingWorks PRO subscribers receive Max as part of their existing packages. If you want your clients and prospects to have access, explore subscription options here.
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