Win better clients.
Earn more from the ones you have.
Your brand, your client relationships, and MAX Intelligence—together in one platform. Attract better clients, deliver a better experience, and automatically uncover opportunities to grow your firm.
Build My Future-Ready Firm Blueprint →
Build a brand that
attracts the right clients.
We uncover what makes your firm different and turn that story into a brand, website, and message that makes the right clients want to work with you.
Cookie-cutter is dead.
Make your difference impossible to miss.
Better positioning creates better opportunities.
Be the firm Google and ChatGPT recommend.
Your next client may find you through Google, an AI Overview, ChatGPT, Gemini, or another recommendation engine.
CountingWorks PRO builds the search and AI visibility signals that help these systems understand who you serve, what you're great at, and why your firm is different.
Give clients a better way to work with your firm.
ClientHub brings communication, documents, requests, reminders, and next steps into one connected client experience.
It's client-centered practice management built around the relationship — helping your team spend less time chasing information and more time communicating, advising, and creating value.
Real firms. Real results.
"Playbooks has been a total game-changer for my firm. Instead of spending hours trying to market my advisory services, CountingWorks PRO automates the outreach for me… It’s helping us attract more qualified leads while giving me time back to actually serve clients. "
Ibrahim B.
Barky LLC
Your next opportunity may already be a client.
MAX Intelligence identifies what deserves attention across your client base—from stalled proposals and overlooked tax planning opportunities to relationships that need follow-up.
It prepares the next step. Your professionals bring the judgment and relationship.
MAX sees what matters. Your team decides what happens next.
MAX
Opportunity review
Potential 1031 Exchange Opportunity
Meridian Properties LLC · client since 2021
Why MAX flagged it
Recommended next step
Schedule a planning conversation before the property is listed
Prepared action
Client email prepared
Tell MAX what you want done. It gets to work.
Give MAX a recurring assignment in everyday language. It can monitor your practice, identify opportunities, follow up on outstanding work, and handle routine tasks automatically. Set it once, and MAX keeps working.
MAX does the homework.
You have the conversation.
One platform.
Two ways to grow.
WIN BETTER CLIENTS
Differentiate your firm. Get found and recommended. Turn visibility into new relationships.
EARN MORE FROM EXISTING CLIENTS
Create a better client experience. Recognize new needs. Turn existing relationships into new opportunities.
Accounting firm marketing. Client-centered practice management. MAX Intelligence and Automations. All connected around growth.
Where is your firm leaving growth on the table?
Get a personalized look at what's helping your firm grow, what's getting in the way, and where more opportunity may already be hiding.
Build My Future-Ready Firm Blueprint →About five minutes to complete.
Free – Practical recommendations included