Optimize Your Practice with MAX

Welcome to the Future of Tax and Accounting

It’s Like Having an Extra Workforce on Demand

Imagine having a labor force that’s available 24/7, never needs a break, and handles your tasks with superhuman precision. MAX is that labor force. With our powerful AI engine as our nucleus, CountingWorks PRO helps you automate workflows, streamline client interactions, and do tax research like never before. Need a proposal done in minutes? Done. Need to send an engaging client update with a personalized voice-over of their tax return through a secure portal? Just click a few buttons.

Powered by MAX

Scaling Your Practice Has Never Been Easier

MAX is designed to optimize every client-facing touchpoint (believe us, we’ve thought of everything):

Instant Client Replies:
Need to get back to a client quickly? MAX can craft accurate, professional replies to any inquiry, saving you time and keeping your clients happy.
Effortless Landing Pages:
Creating new landing pages to promote services or appeal to a new niche audience is a breeze. With MAX, building a high-converting page is as simple as a few clicks.
Proposals and Engagement Letters in Flash:
Want a custom proposal or engagement letter? Done in minutes, with all the details your clients need to say "Yes."
AI-Driven Accuracy:
Think of MAX as a superhuman assistant, delivering trusted, accurate results every time. You can count on it to handle the repetitive tasks while you focus on growing your practice and providing your clients with valuable advisory services.
Secure Client Communication:
Send documents, tax returns, and client updates through a fully secure communication platform. MAX ensures everything stays safe and fully IRS compliant, so you can rest easy.
Personalized Client Overviews:
Need to send a voice overview of a client’s tax return? MAX can generate and deliver personalized videos within minutes, making complex tax information easy to understand.

Why Choose CountingWorks PRO?

We don’t just automate tasks – we elevate your practice.

Future-Proof Your Firm:
With MAX and CountingWorks PRO, you’re preparing your firm for the future of tax and accounting. Scalable tools, AI-driven automation, and secure communications are all built into one seamless platform.
Automated, Yet Personal:
MAX doesn’t just automate; it personalizes. Create proposals, engagement letters, and client updates with your unique voice, all while saving time, reducing manual effort, and giving clients the personal touch that builds long-term loyalty.
Trusted Accuracy, Every Time:
MAX doesn’t just speed up processes – it offers incredible accuracy, ensuring you can rely on the platform for every detail.
A Secure, Scalable Solution:
From secure client communication to streamlined workflows, CountingWorks PRO offers the security and scalability that every tax and accounting firm needs to thrive in a fast-evolving industry.

How CountingWorks PRO and MAX Have Transformed Practices

“I’ve never had a platform that lets me create proposals and engagement letters so quickly – it’s a total game-changer. MAX handles the heavy lifting, and I can focus on what matters.”

Sara J.
CPA

“The speed and accuracy that MAX brings to the table is incredible. It feels like I’ve added a whole new team to my firm, without the added costs.”

Emily L.
Accountant

“MAX has changed how I communicate with clients. The AI-powered voiceovers of tax returns make complex info feel easy. My clients love it – and I do too.”

Michael R.
Tax Professional

The Future of Your Practice – Powered by MAX

Every great firm needs a great assistant. With MAX, you get more thanan assistant – you get a supercharged partner that works tirelessly to handle your most time-consuming tasks. From tax planning to client updates, and proposal generation to personalized communications, you + MAX equals your best firm ever.

Rank in the AI Age with CountingWorks PRO

Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

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

Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
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2. Manage Quarterly Estimated Tax Payments
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Thank you! This is so helpful.

Gladly! Remember, you can also turn this information into audio and send to your clients directly via ClientHub.

Meet MAX

The AI That Optimizes Every Client Touchpoint, Every Time

Transform your practice with an AI that works as hard as you do.