A complete practice management system for CPA firms, with a workforce of AccuMax Agents built into it. Client intake, documents, approvals, e-signature, invoicing, payments, dashboards and governance — plus fourteen AI Agents that do the tax work alongside your team.

What do you mean by one engine?

A single tax-domain AI engine that every Agent runs on. Intake, research, preparation, review and planning are not separate products stitched together — they are one engine working on one client record. That is why the plan, the return and the notice response can never quietly disagree. Inside it, deterministic computation (fixed rules) works alongside probabilistic generation (AI), so the numbers can be traced and the drafts are yours to review.

How is AccuMax different from bolting AI onto what I have?

Broad practice platforms give you breadth, but their AI is an add-on. Single-function AI tools go deep in one area and are blind to everything either side of it. AccuMax is one engine across the whole platform, so every Agent works from the same client file instead of its own copy.

Do I have to replace my current tax software?

No. AccuMax runs beside what you already own — the Bridge Agent hands normalized data straight into popular tax prep software. You can also start with a single Agent and add the rest as the need shows up; nothing has to be re-platformed later.

Three per-seat tiers billed annually in advance, from $800 per seat per year, with no multi-year lock-in. Launch offer: 50% off your entire bill for year one and at your first renewal, for the first 20 customers to sign by December 31, 2026, with no billing before January 1, 2027. Start a 60-day free trial. Full plans and terms are on the pricing page.

Practice management system for CPA firmswith 14 AI Agents built in

More returns. More advisory. Same team.

Client intake through email responses and billing & payments, in one system powered by AI.

We eliminate intake and communication chaos,
speed up tax research, review and planning,
and give CPAs back hours every week.

Start Free Trial Book a Demo

✓ 60 days free✓ No credit card✓ Keep your tax software✓ Built with tax professionals

Agents At Your Service

Client data never trains models

InTake

Where clients stall

Intakes

38%

Submitted

142

Items outstanding

WHERE CLIENTS DROP OFF

Year in review
Filing
General

Illustrative screens, example data. Click one to meet its Agent.

30% More Gross Margin Dollars*

Illustrative model

30% More Gross Margin Dollars*

Illustrative model

Where it hurts

Which pain point is costing you most?

IntakeStop chasing clients.ReviewReviewers are your bottleneck.PricingYou can't price what you can't see.KnowledgeStaff turn over. Your process shouldn't.PeopleTurning away work in tax season.

Not sure which? Take the five-minute scorecard

Before and after

What changes in your practice

Pick an area to see the work by hand todayand with the AccuMax Agents.

FixesIntake and follow-up

Intake starts from last year, not from a blank page.

The Intake Agent builds the dialog from last year's return and generates a gap list of the documents still needed. Forms are identified and their data extracted instantly.

Guided client dialog
Gap list of documents
Instant identification and extraction
Tax Organizer
Where clients stall

See all fourteen AccuMax Agents

Intake

About 6 min left

General Info

Prefilled from last year. Confirm or change.

First name

Jordan

Last name

Rivera

jordan@example.com

Occupation

I'll come laterSave & Next

By hand today

With AccuMax

A blank organizer every seasonBuilt from last year's return: confirm and update
A PDF questionnaire sent by emailA guided dialog in the portal, section by section, ending in a review
Documents arriving by email and textUploads to a to-do list, with your team seeing each one as it lands
Chasing clients for what is missingA gap list of the documents still needed
Typing numbers in from each formForms identified and their data extracted instantly
No view of who is stuckA dashboard of open intakes, share submitted, items outstanding and where clients drop off
An organizer assembled by handThe Tax Organizer produced from your prior-year and current-year data

How it fits

A modern practice management system,and an AI workforce built-in

AccuMax is a set of building blocks. Start where you are. Add a block at a time.

14 AccuMax Agents

See AccuMax Agents

FrontDesk (Core Agent, unlimited with every seat)Intake (Core Agent, unlimited with every seat)Profiler (Core Agent, unlimited with every seat)Recognizer (Core Agent, unlimited with every seat)Extractor (Core Agent, unlimited with every seat)Reviewer (Core Agent, unlimited with every seat)Scribe (Core Agent, unlimited with every seat)

Bridge Preparer Researcher Planner Defender Concierge Responder

Core Agent: unlimited with every seat
Enhanced Agent: allowance depends on your plan

Practice OS

Explore the platform

Client intakeWorkflowSmartSend e-signatureInvoicingPaymentsDashboardsGovernance

One client record

Every Agent reads it. Every Agent adds to it.

One record. One version of the truth.

Every Agent works from the same client record, so the plan and the return never disagree. Each new Agent starts smarter.

See the difference

Nothing to rip out. Add one Agent at a time.

Keep your tax software. Switch on one Agent, see it work, then add the next.

Built-in Agents

Switching Practice Systems? Choose one with AI built in.

Priced per seat, per year, with unlimited Core Agents. No integration bill.

Explore the Practice OS

Where are you starting from?

From a solo practice to a large firm, with settings to fit your practice and your SOPs.

Choosing an AI tool? Ask any vendor these 26 questions

Why it pays

There are only three ways, and AccuMax does all three

Most tools help with one. Doing all three compounds.

Eliminate manual labor

Intake arrives pre-filled from last year. Approved data moves into your tax prep software. Replies and letters are drafted for you.

Intake (Core Agent, unlimited with every seat)Recognizer (Core Agent, unlimited with every seat)Extractor (Core Agent, unlimited with every seat)Bridge Responder Scribe (Core Agent, unlimited with every seat)

Tax organizer and intake →

A better wage mix per return

Agents draft and check the return, so less-experienced staff prepare and your senior people review instead of redo.

Preparer Reviewer (Core Agent, unlimited with every seat)Researcher Concierge

Return review →

More returns and advisory

Freed hours go into more returns, and into advisory you can bill: tax planning and IRS notice responses.

Planner Defender

Tax planning →IRS notices →

Core Agent: unlimited with every seat
Enhanced Agent: allowance depends on your plan

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.

Why it’s safe

Your clients' datais not our training data.

Every Agent drafts and assists. A qualified member of your firm reviews each output and decides what goes out. AccuMax is built with tax professionals, and its Agents are continuously tested by a panel of them.

Never used to train models

Not pooled across firms.

Microsoft AI, cloud hosting and storage included

Azure AI models, no outside provider.

MFA, encryption, isolation

Per firm and per client.

Roles and audit trails

Immutable audit logs.

Read Trust & Data Protection

Who’s behind it

Who is building this

Nagesh Pabbisetty

Founder & CEO, AccuMax

Key product leader in Microsoft AI, from the early days
Launched AI products under the Microsoft banner, working with leading companies in banking, finance and insurance.
Built with tax professionals
AccuMax is built in partnership with several tax professionals, and its Agents are continuously tested by a panel of them.
Platforms at scale
Product leader in high-scale platforms like Microsoft AI, Office 365, Dynamics CRM, Microsoft Teams, Microsoft Bing, the Real Broadcast Network and Microsoft SQL Server.
A founder you can reach
Talk to the person who built it.

Talk to me directly Read the full story

Questions

Frequently Asked Questions

Everything you need to know about AccuMax. Can't find an answer? Talk to our team.

See it on your own returns

Start the trial and try it against a real engagement, or talk to our team.

Start Free Trial Talk to our team

60-day free trial · full platform access · no credit card · no multi-year lock-in

* The gross margin figure is an illustrative model. Not measured customer results. It models a firm of $5M to $30M in revenue where tax preparation is 60% of the book, starting from a 62% gross margin. AccuMax cuts preparation hours on that work by 30%; the freed capacity supports 10% more returns; and the firm adds new advisory revenue equal to 10% of its book at a 75% margin. On those assumptions gross margin dollars rise by 30% or a little more, on about 17% more revenue. Stated as a percentage rather than dollars, gross margin moves from 62% to about 70% — a gain of under 8 points, not 30. The result is most sensitive to the prep-hour saving: at a 25% saving rather than 30%, the gain in gross margin dollars falls below 30%. Your own result depends on your service mix, your rates, and how far you adopt the Agents. AccuMax does not guarantee a particular outcome.

Practice management system for CPA firmswith 14 AI Agents built in

Agents At Your Service

Which pain point is costing you most?

What changes in your practice

Intake starts from last year, not from a blank page.

A modern practice management system,and an AI workforce built-in

There are only three ways, and AccuMax does all three

Your clients' datais not our training data.

Never used to train models

Microsoft AI, cloud hosting and storage included

MFA, encryption, isolation

Roles and audit trails

Who is building this

Key product leader in Microsoft AI, from the early days

Built with tax professionals

Platforms at scale

A founder you can reach

Frequently Asked Questions

See it on your own returns