Your always-on, tax-smart AI assistant. Built for accountants, not marketers.
Let’s get one thing straight:
This isn’t ChatGPT with a tax hat. This is MAX, a proprietary AI engine trained exclusively on the tax code, accounting standards, and client engagement workflows that run your firm.
MAX doesn’t guess.
It doesn’t hallucinate.
And, it definitely doesn’t pull generic content from the internet.
MAX is grounded in real tax logic—federal and state—and it learns every single day.
These aren’t surface-level summaries. MAX understands the code.
We combine the best of OpenAI, and Gemini, and custom LLMs to reduce bias and boost accuracy.
MAX evolves while you sleep.
Writes like a pro, not a robot. You’ll get localized content, personalized for your niche.
The perfect blend of AI efficiency + tax expert oversight.
- Kim D., CPA
MAX doesn’t stand still. We launch new AI agents every month, each designed to automate one time-sucking task in your firm.
Examples include:
Dynamic Invoice Generator
(Pulls client service data and auto-drafts branded, personalized invoices in seconds.)
Client Summary Agent
(Reviews prior-year return + current-year forms and drafts a voice-ready overview.)
Tax Planning Scenario Builder
(Compares entity structures, deduction options, and forecasting, all explained in plain language.)
Create AI podcasts, client summaries and more
(MAX can turn any content to an engaging two way conversation making it easy to break down complex topics)
And, this is just the beginning.
MAX is much more than an AI assistant. It’s the brain behind your website, your funnels, your client touchpoints, and even your sales process.It writes your blogs.
It localizes your landing pages.
It optimizes your SEO headlines.
It crafts your newsletters.
It powers your client experience.
Plus, it keeps getting smarter, with zero effort on your part. We’ve said it before and we’ll say it again: MAX is the best staff member you’ve ever had.
Your time is valuable. You shouldn’t spend it rewriting email templates or Googling IRS updates. Let MAX take the first pass, so you can step in when it counts.
See MAX in Action
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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