Meet MAX — AI that thinks and works like your firm.
You’ve seen the AI hype. But MAX isn’t another generic chatbot dressed up in a suit.
MAX is your always-on assistant, trained by real tax and accounting professionals on the actual documents, workflows, and conversations that run a modern firm — from first client intake to final advisory report.
And the difference shows.
MAX was created from the ground up with one goal: To help real pros run smarter, more scalable practices — without adding headcount.
Real-world tax strategies, compliance flows, and planning scenarios
Actual proposals, onboarding forms, and engagement workflows
Niche-specific marketing content and ROI-driven upsell campaigns
Thousands of firm interactions — refined and tested in the field
This isn’t AI that learns as it goes.This is AI that already knows how you work, what you sell, and how to help you grow.
MAX helps run your practice.
Whether you’re working with a brand-new client or trying to upsell an advisory package, MAX is there — behind the scenes or front and center.
With MAX, you can:
Create personalized proposals, onboarding, and engagement letters in seconds.
Deliver tax planning summaries, IRS response letters, and year-end reports with AI-powered accuracy
Write niche blog posts, email newsletters, and social media in your voice
Scale retention campaigns like Tax Prep → Tax Planning or Bookkeeping → CFO
Segment your client base and match upsells to their actual data
Everything runs faster.
Everything sounds like you.
Everything feeds your growth.
A growing advantage. MAX gets smarter every day.
That’s because our AI isn’t static — and it isn’t built on random internet content.We train MAX using your data, your wins, and your feedback. And we’re just getting started...
New playbooks
New triggers
More ways to automate the invisible work that slows you down.
Because the next generation of firms won’t look like the last. See how MAX powers your website, blog, onboarding, and more.
Schedule Your Narrative Review
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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