More returns.More advisory.Same team.
A complete practice management system with fourteen tax Agents built in — client intake through billing & payments.
- We eliminate intake and communication chaos,
- speed up research, review and planning,
- and give CPAs back several hours a week.
✓ 60-day free trial, full platform access • ✓ Dedicated success manager
- Continuously tested by tax practitioners
- Client data never trains models
- Hosted on Microsoft Azure
- Your firm reviews every output
AI Everywhere
Agents At Your Service
30% More Gross Margin Dollars*
Illustrative model
Not ready for a demo? Find your costliest pain point in 5 minutes →
Comparing Canopy, TaxDome or Karbon? See how AccuMax compares →
The top 5 pain points for a CPA practice
Which pain point is costing you most?
Not sure which? Take the five-minute scorecard
The AccuMax Promise
There are only three ways, and AccuMax does all three
Most tools help with one. Doing all three compounds.
A better wage mix per return
Agents draft. Seniors review, not redo.
30% more gross margin dollars*
Illustrative model
Planning a sale?Buyers price a firm as a multiple of EBITDA, and gross margin is where EBITDA starts.
Everything your practice runs on
A modern practice management system,and an AI workforce built-in
14 AccuMax Agents
See AccuMax AgentsIntakeRecognizerExtractorProfilerFrontDeskPreparerReviewerBridgeResearcherPlannerDefenderResponderConciergeScribe
Practice OS
Explore the platformClient intakeWorkfloweSignatureInvoicingPaymentsDashboardsGovernance
One client record
Every Agent reads it. Every Agent adds to it.
What makes it different
Start where you are. Build in stages.
AccuMax is a set of building blocks.Add one when you are ready. Each snaps onto the same client record.
- Reviewer
- Reviewer
- Scribe
- Researcher
- Reviewer
- Scribe
- Researcher
- Planner
- Defender
- + the rest
Stage 1 · Crawl
Start with one
Stage 2 · Walk
Add as the need shows up
Stage 3 · Run
The full platform
Every Agent you add enriches the same client record,so the next one starts smarter than the last.
Start with the one you need.
And it is one platform, not five tools with five copies of the client's numbers. Why it matters
Trust and control
Your clients' datais not our training data.
Every Agent drafts. A qualified member of your firm reviews and decides.
Never used to train models
Not pooled across firms.
Built on Microsoft Azure
Azure AI models, no outside provider.
MFA, encryption, isolation
Per firm and per client.
Roles and audit trails
Immutable audit logs.
Send us your security questionnaire and we will complete it.
Free for any firm owner
Know where your practice is stuck.Free, no sign-up.
Frequently Asked Questions
Everything you need to know about AccuMax. Can't find an answer? Talk to our team.
Still have questions?
Our team is here to help you find the right solution.
See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
60-day free trial · full platform access · no credit card · no multi-year lock-in