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Most firms are stuck here:
Disconnected tools
Manual workflows
Repeated client questions
Data that goes unused
MAX changes the model:
One connected system
AI-assisted execution
Persistent client context
Work that keeps moving
Your firm already has the data. It’s just not working for you.
Intake forms
Documents
Tax returns
Conversations
MAX turns what you collect into structured, usable context:
Organized client data
Accessible insights
Signals for planning
Continuity across every interaction
No more starting over. No more digging through files.
Your firm remembers—and uses it.
MAX supports the core workflows that keep your firm moving.
Prospecting Agent
Creates targeted blogs, newsletters, and campaigns to help you attract and convert better clients.
Client Setup Agent
Generates proposals, engagement letters, and task lists to get new clients up and running quickly.
Client Insights Engine
Reviews tax returns and documents to highlight patterns, gaps, and opportunities worth exploring.
Client Communication Agent
Drafts emails, summaries, and follow-ups using full client context—so nothing gets missed.
Instead of doing everything manually…
You assign it.
MAX helps complete the work—using your firm’s data, workflows, and context.
Review this client’s documents for opportunities
Draft a follow-up email
Create content for my target clients
Set up engagement steps and next actions
Create a proposal for this new client
Most platforms stop at information.
MAX helps you move from insight to action.
The more you use it, the more useful it becomes.
Compliance work is becoming more automated. Growth comes from better clients, better insights, and better service.
MAX helps you:
Spot opportunities faster
Communicate more consistently
Deliver more value to each client
Reduce time spent on manual prep
Do higher-value work—without increasing your workload.
AI in this industry isn’t just about speed.
It’s about getting it right.
MAX operates within your firm’s environment:
No public prompt sharing. No shortcuts on accuracy.
Less manual work.
More consistency.
Smarter decisions.
Better client outcomes.
All powered by a system that improves over time.
If you’re still using AI like a tool… You’re working harder than you need to.
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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