You know what your tax and accounting clients hate? Generic emails, outdated reminders, and responses that feel like they were written by a robot.

Ironically, that’s exactly what AI is here to fix, at least when you’re using it right.

At CountingWorks, our AI assistant MAX isn’t some clunky autoresponder. MAX is your behind-the-scenes ghostwriter, helping you create smart, personalized, story-driven communication that sounds like it came from you… even when it didn’t.

This is how you scale the human touch without burning yourself (or your team) out.

Communication Is the Storytelling You Do Every Day

We’ve talked about the big-picture story—your brand, your client journey, your proposals.

But most of the client experience is made up of micro-moments:

• That onboarding welcome email
  
• The reminder to upload documents
  
• The “Hey, just checking in on that 8879”
  
• The monthly or quarterly newsletter
  

Each of these is a beat in the relationship. And if you’re sending the same bland copy to every client, you’re missing a huge opportunity to build connection, reinforce value, and deepen trust.

Enter MAX.

MAX Writes. You Lead.

With just a few clicks, MAX can generate:

• Email responses based on tone, context, and client behavior
  
• Personalized reminders (“Hi John, Still need your 1099s for your crypto activity this year”)
  
• Educational content based on your service line (“What to Know Before You Elect S-Corp Status”)
  
• Even proactive messages that reflect a client’s pain point or upcoming milestone
  

You’re not handing over your voice. You’re enhancing it.

You give MAX the prompt (or even let it pull context from your CRM), and it does the heavy lifting—creating messaging that feels clear, warm, and tailored. You review, edit if needed, and send. Or schedule it and move on to the next thing.

Built Right Into ClientHub, Because That’s Where the Relationship Lives

ClientHub isn’t just a place for uploading documents. It’s your secure, centralized communication center.

When you send a message through ClientHub:

• Both you and your client receive email alerts that prompt login (keeping messages secure)
  
• All communication is archived in one place
  
• You can build messaging templates or even automate communication across workflows
  
• And you can use MAX right there to write replies, summaries, and reminders
  

Whether you’re running a solo practice or managing a growing team, this allows you to keep client relationships warm, even when you’re focused on the work behind the scenes.

Personalized Doesn’t Have to Mean Painstaking

Writing thoughtful client messages takes time. That’s why most firms default to templates. But the problem with templates is they don’t change. Clients do.

MAX and ClientHub work together to give you messaging that feels personal at scale. It’s not about faking connection but about making real connection possible without spending hours writing from scratch.

So go ahead. Let MAX ghostwrite the reminders, the nudges, the check-ins. Meanwhile, you can divert your focus to being the kind of advisor clients genuinely want to hear from.

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