Tell MAX what you want done and when. From identifying new revenue opportunities to following up with clients, MAX works automatically across your client database.
No complicated workflows. No coding. Just ask.
Several proposals are awaiting follow-up. MAX recommends a recurring review.
Creating an automation is as simple as giving an assistant an assignment.
MAX Automations isn’t limited to predefined workflows. If you can describe the work, MAX can help automate it.
Traditional automation follows predefined rules.
MAX understands the information already in your practice. It can identify clients who need attention, recognize potential growth opportunities, and recommend work worth automating.
You don’t have to know what to automate. MAX can help you discover it.
Learn about MAX Practice Intelligence →Several proposals are awaiting follow-up. MAX recommends a recurring review.
From daily administrative tasks to new advisory opportunities, MAX helps your firm get more done automatically.
CountingWorks PRO. Practice management, rebuilt from the client out.