The AI-Native Growth Platform for Tax & Accounting Firms
Grow your firm.
Not your workload.
Attract better clients, generate more referrals, and grow existing relationships. MAX handles the busywork so you can focus on growth.
Find out where your firm is missing growth opportunities. Free 5-minute assessment.
Good morning. Here’s what matters.
Less busywork. More opportunity.
Stop chasing documents.
MAX tracks what’s missing, follows up with clients, and keeps work moving.
Find missed opportunities.
MAX spots opportunities to serve existing clients better and grow revenue.
Know what matters today.
MAX organizes your priorities, deadlines, and next steps so nothing slips through the cracks.
Build a brand that
attracts the right clients.
We uncover what makes your firm different and turn that story into a brand, website, and message that makes the right clients want to work with you.
Cookie-cutter is dead.
Make your difference impossible to miss.
Better positioning creates better opportunities.
Be the firm Google and ChatGPT recommend.
Your next client may find you through Google, an AI Overview, ChatGPT, Gemini, or another recommendation engine.
CountingWorks PRO builds the search and AI visibility signals that help these systems understand who you serve, what you're great at, and why your firm is different.
Give clients a better way to work with your firm.
ClientHub brings communication, documents, requests, reminders, and next steps into one connected client experience.
It's client-centered practice management built around the relationship — helping your team spend less time chasing information and more time communicating, advising, and creating value.
Real firms. Real results.
"Playbooks has been a total game-changer for my firm. Instead of spending hours trying to market my advisory services, CountingWorks PRO automates the outreach for me… It’s helping us attract more qualified leads while giving me time back to actually serve clients. "
Ibrahim B.
Barky LLC
Your next opportunity may already be a client.
MAX Intelligence identifies what deserves attention across your client base—from stalled proposals and overlooked tax planning opportunities to relationships that need follow-up.
It prepares the next step. Your professionals bring the judgment and relationship.
MAX sees what matters. Your team decides what happens next.
3 clients are ready for a bigger conversation.
Tell MAX what you want done. It gets to work.
Give MAX a recurring assignment in everyday language. It can monitor your practice, identify opportunities, follow up on outstanding work, and handle routine tasks automatically. Set it once, and MAX keeps working.
MAX does the homework.
You have the conversation.
See AI-Powered Practice Intelligence →
One platform. Three ways to grow.
Attract better clients.
Get found and chosen by the clients you want.
Generate more referrals.
Build visibility, trust, and stronger relationships.
Grow existing relationships.
Find new ways to serve clients and grow revenue.
Your brand, client experience, and MAX Intelligence working together to help your firm grow.
Explore the CountingWorks PRO Platform →Where is your firm leaving growth on the table?
Get a personalized look at what's helping your firm grow, what's getting in the way, and where more opportunity may already be hiding.
Build My Future-Ready Firm Blueprint →About five minutes to complete.
Free – Practical recommendations included