This week on Tactical Tuesdays, Lee Reams takes you behind the scenes of one of the most powerful new features inside CountingWorks PRO — dynamic, client-specific intake forms powered by MAX.

Built directly into the Playbooks system, these new intake forms let you collect exactly the data you need — nothing more, nothing less. Whether you’re onboarding a new client, gathering census or demographic data, or building a more advanced tax questionnaire, MAX makes it simple to create and customize each form in minutes.

‍What’s New

• Global Settings: Upload your own engagement letters, tax organizers, or other documents so FeedMAX can use them as context when generating digital intake forms.
• Versionable Forms: Tailor each form per client for a more personalized, organized onboarding experience.
• Proactive Insights: Intake data will soon help MAX identify opportunities for new services or upsells based on each client’s demographics, saving you time while driving new revenue.

Why It Matters

‍Manual onboarding and scattered data collection waste valuable time and create bottlenecks during busy season. With the new Intake Form Workflow, you can:

• Build smart, intuitive forms in minutes
• Streamline client organization and reduce back-and-forth
• Save hours per week while improving the client experience

CountingWorks PRO and MAX are transforming the way firms manage engagement workflows — turning data collection into a strategic advantage.

Watch the latest Tactical Tuesday to see how easy it is to build and launch your own intelligent intake forms inside your Playbooks dashboard.

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