AI SKILLS
AI shouldn't just answer questions.
It should help your firm take action.
AI Skills are purpose-built agents that work across CountingWorks PRO to help your team manage clients, prepare for meetings, follow up on leads, work with documents, understand practice activity, and handle recurring operational work.
A general AI assistant waits for a prompt and gives you an answer.
AI Skills are agents built around specific jobs inside an accounting firm.
They can access the relevant context and tools needed for their assigned work — whether that's reviewing client activity, finding a workflow bottleneck, preparing for an appointment, following up on a proposal, or helping your team understand a tax document.
You get AI designed to help move work forward.
Get a complete view of a client without piecing the relationship together manually.
Client status updates, message summaries, service recovery, and client education.
Understand what is happening across the practice and what needs attention.
Weekly Firm Reviews, task management, bottleneck detection, activity summaries, overdue task cleanup, and workspace health checks.
Help your team move opportunities forward with more context.
Proposal and lead follow-up, sales-call preparation, pricing recommendations, lead conversion, and prospecting strategy.
Turn client documents into useful information and action.
Tax document summaries, IRS and state notice explanations, grounded answers, action-item extraction, classification, and risk flags.
Reduce the administrative work surrounding client relationships.
Appointment preparation, scheduling, recaps, reminders, and client follow-up.
Skills can use relevant context and tools across the client relationship and practice.
Accounting firms don't need AI for the sake of having AI. They need capacity.
AI Skills can take on specific operational jobs across the client relationship and practice so your professionals can spend more time on the work that requires experience, interpretation, strategy, and human judgment.
Let agents handle more of the work around the work. Let your people focus on what only they can do.
AI agents are systems designed to perform specific jobs using available information and tools rather than simply generating an answer to a prompt. CountingWorks PRO AI Skills are purpose-built agents for work across client management, firm operations, documents, tax intelligence, sales, billing, communication, and more.
AI Skills are specialized agents within CountingWorks PRO. Each Skill is designed around a particular job, such as preparing for an appointment, summarizing a client's activity, following up on a proposal, reviewing a document, or identifying workflow bottlenecks.
MAX is the Practice Intelligence layer that helps surface signals, patterns, and opportunities across the firm. AI Skills are agents that can perform specific jobs using the relevant tools and context available within CountingWorks PRO.
Some AI Skills can use platform tools to help complete actions appropriate to their assigned job, such as working with tasks, messages, appointments, documents, leads, proposals, and other firm activity. The capabilities depend on the individual Skill.
No. AI Skills are designed to give professionals more capacity by handling or assisting with defined operational work. Professional judgment remains essential for client advice, interpretation, strategy, and decisions that require human expertise.
Explore how MAX helps your firm recognize signals, patterns, and opportunities — then gives your team a clearer path to action.
Meet MAX Practice Intelligence →