Accurate. Context-aware. Secure by design.
MAX is the AI engine behind CountingWorks PRO, purpose-built for tax, accounting, bookkeeping, and advisory firms.
It combines:
To deliver more accurate, more relevant, and more usable outcomes than traditional AI tools.
This isn’t AI for experimenting. It’s AI for running — and growing — a firm.
General-purpose AI tools are impressive — but they weren’t built for professional use.
They:
MAX was designed to solve those exact problems.
MAX is not just a model — it’s a professional intelligence layer built on top of leading AI models like ChatGPT and Gemini.
What makes MAX different:
This dramatically improves accuracy, relevance, and trust — especially for real firm work.
MAX isn’t something you “go use.”
It’s woven directly into the CountingWorks PRO platform, so it understands:
And applies that intelligence everywhere it’s needed — automatically.
MAX helps firms:
Faster decisions. More confidence. Better outcomes.
Need an intake form for:
MAX dynamically creates intake forms based on industry, services offered, and firm preferences.
Saving hours — while improving data quality.
MAX helps generate:
Built for speed, consistency, and compliance awareness.
MAX powers:
All aligned to your firm’s voice, positioning, and services — not generic AI output.
MAX is designed to be used naturally.
Firms don’t need to “learn AI.” MAX adapts to how firms already work.
Beyond creation, MAX also delivers intelligence.
MAX can:
As this intelligence layer evolves, MAX will proactively surface advisory opportunities, recommend next best actions, and help firms deliver more value without more effort.
This is AI working ahead of the firm — not just responding to prompts.
Every interaction with MAX builds context:
That context lives inside the platform — not in a single conversation window.
This is why MAX becomes more accurate over time, and why its output improves instead of drifting.
MAX operates inside a private, secure ecosystem designed specifically for tax, accounting, bookkeeping, and advisory firms.
Unlike public AI tools:
MAX uses leading AI models as a foundation — but all intelligence, context, and outputs are governed within the CountingWorks PRO platform.
This ensures:
AI should make firms more powerful — not introduce new risk.
MAX was designed with professional standards in mind:
For tax, accounting, bookkeeping, and advisory firms, that difference matters.
Leverage AI without risking accuracy or trust
Reduce manual work across marketing and operations
Deliver more personalized service at scale
Future-proof their firm as AI adoption accelerates
If AI is going to be part of your firm’s future, MAX ensures it’s the right kind.
MAX brings accurate, context-aware AI into every part of your firm — from marketing and onboarding to engagement letters, pricing, and advisory intelligence.
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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