Join Lee and Conner for a walkthrough of the latest MAX product release, including major speed improvements, new work-product creation tools, and the beta launch of Skills inside CountingWorks PRO.
In this Tactical Tuesday session, we’ll show how MAX can now create documents, Excel files, PDFs, and images, helping firms move from simple AI answers to usable client and firm deliverables. We’ll also introduce Skills, the first step toward AI agents inside CountingWorks PRO, allowing MAX to begin safely interacting with CRM data, client records, and firm workflows.
This release marks an important shift toward a more AI-native practice experience, where MAX combines tax intelligence, client intelligence, and action-based Skills to help firms work faster, smarter, and more proactively.
Or call our team at 1-800-442-2477.
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Join Lee and Conner for a walkthrough of the latest MAX product release, including major speed improvements, new work-product creation tools, and the beta launch of Skills inside CountingWorks PRO.
In this Tactical Tuesday session, we’ll show how MAX can now create documents, Excel files, PDFs, and images, helping firms move from simple AI answers to usable client and firm deliverables. We’ll also introduce Skills, the first step toward AI agents inside CountingWorks PRO, allowing MAX to begin safely interacting with CRM data, client records, and firm workflows.
This release marks an important shift toward a more AI-native practice experience, where MAX combines tax intelligence, client intelligence, and action-based Skills to help firms work faster, smarter, and more proactively.