AI Workflows help your firm draft, chase, remind, route, onboard, follow up, and surface opportunities with MAX-powered context — so the same team can create better outcomes with less manual effort.
Built for tax and accounting firms that want more follow-through, fewer bottlenecks, and a smarter client-facing experience.
AI Workflow
Document Chase
Workflow output
AI Workflows are MAX-powered workflows inside CountingWorks PRO that help tax and accounting firms turn context into action.
They can draft messages, chase missing items, create tasks, route work, support onboarding, trigger follow-up, request reviews, and surface advisory opportunities — with your team still in control.
Definition
AI Workflows help your firm move client-facing work forward using firm-specific context, prebuilt skills, and human review.
Traditional workflow software tracks work. CountingWorks PRO AI Workflows help advance it.
Powered by MAX, workflows use firm context, client activity, documents, and conversations to automate next steps and keep momentum moving.
Traditional workflow tool
CountingWorks PRO AI Workflows
Traditional workflow tools require your team to learn the software. CountingWorks PRO lets the software learn your firm.
MAX Practice Intelligence helps identify what matters. AI Workflows help your team act on it.
From missing documents and unsigned proposals to client follow-ups and advisory opportunities, workflows help automate the next step.
Proposal viewed twice, not signed.
Follow-up recommended.
Drafts email and creates task.
Team approves and sends.
Practice management tracks work. Workflow tools move tasks.
MAX understands the context behind the work.
AI Workflows help reduce manual follow-up, improve consistency, and keep more client-facing work moving.
Draft Client Replies
Help your team respond faster with context-aware reply drafts.
Chase Missing Documents
Identify missing items, draft reminders, and create follow-up tasks.
Move Onboarding Forward
Support engagement letters, payments, intake, document requests, and next steps.
Follow Up with Prospects
Help prevent leads, proposals, and consultations from going quiet.
Request Reviews
Identify happy clients and prepare review request workflows.
Surface Advisory Opportunities
Help identify clients who may benefit from planning, advisory services, or education.
Missing documents slow down onboarding, tax prep, advisory work, and client communication.
AI Workflows can help identify what is missing, draft the reminder, create the internal task, update the timeline, and route the message for review.
Client has not uploaded required documents.
Missing documents may delay onboarding or service delivery.
Drafts a reminder, creates a follow-up task, and updates the client timeline.
Your team reviews and approves the message.
The client gets a timely nudge, and the work keeps moving.
Draft reminder
Hi Sarah — quick reminder that we’re still missing your W-2 and signed engagement letter. You can upload both securely through ClientHub here.
AI Workflows start with a growing library of skills designed around real tax and accounting firm friction.
Your team can start with common workflows, adapt them to the firm, and keep human review where it matters.
Client Reply Drafting
Draft client responses using conversation and client context.
Document Chase
Identify missing items and draft reminders.
Proposal Follow-Up
Follow up when a proposal has been viewed but not signed.
Engagement Letter Workflow
Support engagement letter reminders and next steps.
Review Request Workflow
Identify satisfied clients and prepare review requests.
Advisory Trigger
Surface clients who may benefit from planning or advisory conversations.
Start faster. Stay firm-specific. Keep control.
AI Workflows are designed for professional firm work where judgment, client trust, context, and review matter. They help your team draft, organize, recommend, and route work. Your firm decides what gets reviewed, approved, sent, automated, or paused.
MAX listens. MAX suggests. MAX drafts. The human decides. ClientHub executes.
AI Workflows help turn context into draft messages, tasks, reminders, routing, and follow-up. Your firm reviews and approves what matters before anything moves forward.
Drafted by MAX
AI helps create the first version.
Routed for Review
The right team member can review before anything is sent.
Approved by Your Firm
Your firm keeps control over client communication.
Logged in the Journey
Actions can be tracked inside the client-facing experience.
Approval flow
A future-ready firm is easier to understand, easier to trust, easier to choose, easier to work with, and easier to recommend.
AI Workflows support that by helping your team create more consistent follow-up, smoother onboarding, better communication, and more timely advisory conversations.
The Future-Ready Firm Blueprint helps identify where AI Workflows could create better outcomes for your firm.
AI Workflows are one layer of a connected client-facing experience. These pages show how the rest fits together.
Future-Ready Firm Blueprint
See where workflows could improve your client-facing experience.
Learn moreMAX Practice Intelligence
See how MAX provides the context behind AI Workflows.
Learn morePlatform Tour
See how CountingWorks PRO connects the full client-facing journey.
Learn moreStory Behind Your Firm
See how firm context improves content, campaigns, and communication.
Learn moreAI Workflows are MAX-powered workflows inside CountingWorks PRO that help tax and accounting firms draft, chase, remind, route, onboard, follow up, request reviews, and surface advisory opportunities using firm-specific context and human review.
Regular workflow software usually tracks tasks and depends on your team to build rules, remember context, and write follow-up. AI Workflows use MAX-powered context to help suggest next steps, draft messages, route work, and keep client-facing work moving.
AI Workflows are designed for human review. Your firm decides what gets reviewed, approved, sent, automated, or paused.
MAX provides the intelligence and context. AI Workflows move the work forward. MAX can identify a signal or opportunity, and AI Workflows can help draft, chase, remind, route, follow up, onboard, or create the next step.
Yes. AI Workflows are designed around the everyday client-facing work tax and accounting firms manage, including onboarding, document chase, proposal follow-up, client replies, review requests, advisory triggers, and relationship follow-up.
Start with your Future-Ready Firm Blueprint and see where your onboarding, follow-up, communication, advisory growth, and client-facing workflows could improve.