Join Lee Reams and Mike Gleeson for a practical walkthrough of MAX Skills and how they can help tax and accounting professionals save time, prepare for client conversations, and uncover new advisory opportunities.
In this Tactical Tuesday, Mike demonstrates several Skills in action, including Client 360 summaries, client meeting and sales call preparation, follow-up email drafting, and fractional CFO advisory planning. You’ll also see how MAX can automatically match a request to the right Skill, use available client information to provide more relevant results, and cite the tax sources behind its recommendations.
With nearly 80 Skills already available and more being added regularly, MAX is moving beyond answering questions toward taking action across the practice. As autonomous capabilities expand, Skills will increasingly work together in the background to identify opportunities, prepare next steps, and help professionals deliver more proactive advice while keeping the human in the loop — the same balance explored in Everyone's Afraid of AI Agents. Here's What They Actually Do.
See the full library of Skills powering this walkthrough on the MAX Practice Intelligence page.
Or call our team at 1-800-442-2477.
Join Lee Reams and Mike Gleeson for a practical walkthrough of MAX Skills and how they can help tax and accounting professionals save time, prepare for client conversations, and uncover new advisory opportunities.
In this Tactical Tuesday, Mike demonstrates several Skills in action, including Client 360 summaries, client meeting and sales call preparation, follow-up email drafting, and fractional CFO advisory planning. You’ll also see how MAX can automatically match a request to the right Skill, use available client information to provide more relevant results, and cite the tax sources behind its recommendations.
With nearly 80 Skills already available and more being added regularly, MAX is moving beyond answering questions toward taking action across the practice. As autonomous capabilities expand, Skills will increasingly work together in the background to identify opportunities, prepare next steps, and help professionals deliver more proactive advice while keeping the human in the loop — the same balance explored in Everyone's Afraid of AI Agents. Here's What They Actually Do.
See the full library of Skills powering this walkthrough on the MAX Practice Intelligence page.