Fourteen AccuMax Agents.All live today.
Every Agent is in production now. Not a single “coming soon” item.
The fourteen AccuMax Agents · 14 of 14 live
- FrontDesk (live): jump to its description
- Intake (live): jump to its description
- Profiler (live): jump to its description
- Recognizer (live): jump to its description
- Extractor (live): jump to its description
- Bridge (live): jump to its description
- Preparer (live): jump to its description
- Reviewer (live): jump to its description
- Researcher (live): jump to its description
- Planner (live): jump to its description
- Defender (live): jump to its description
- Concierge (live): jump to its description
- Responder (live): jump to its description
- Scribe (live): jump to its description
The engagement, end to end
An Agent at every stage,from first inquiry to final payment
Keep your tax software and prepare where you do today, or prepare in AccuMax.Either path lands in the same review.
- 1
Win and onboard
FrontDesk answers prospects on your site. Intake builds the Tax Organizer, seeded from last year.
- 2
Take in documents
Recognizer tags 250+ forms. Extractor reads the fields, with the original shown side by side.
- 3
Understand the client
Profiler works out the forms needed and what is missing before anyone starts.
- 4
Answer questions
Concierge helps clients in the portal. Researcher answers your team, with citations.
- 5
Prepare and review
Bridge sends data to Drake, or Preparer drafts personal returns. Reviewer flags issues first.
- 6
Advise and defend
Planner models multi-year scenarios. Defender drafts IRS notice responses. Your firm decides.
- 7
Deliver and get paid
SmartSend, e-signature, invoicing, card and ACH payments, AR aging.
- +
Every message
Scribe writes in your firm's voice. Responder drafts replies to client email.
Fourteen Agents, fourteen real jobs
Fourteen Agents, one engine, one client record. They sit inside the work you already do —you stay in control, and every answer comes with its reasoning and its source.
FrontDesk
Quick IRS-based research for prospects
Instant IRS-sourced answers to common tax questions on your own website, then converts the visitor into a lead.
Scribe
From the engagement letter onward
A custom content generator and tone refiner. Drafts the engagement letter and sends it out for signature — then every note, letter and IRS response after it, with your templates and your tone.
How it works for the Scribe AgentIntake
Client intake, seeded from last year
Authors and deploys the client dialogs, seeded with last year's data and forms so the client confirms and updates instead of starting from blank. Then combines last year, this year's updates and every uploaded form into the Tax Organizer — laid out so whoever picks up the file can start work, not assembly.
Recognizer
Recognize documents instantly
Identify and tag tax forms and client documents automatically.
Extractor
Extract data with accuracy
High-confidence extraction of fields from PDFs and images, with a review assistant for manual verification.
Profiler
Client snapshot in seconds
Summarizes every client input and synthesizes the work and forms needed.
Concierge
Self-help for clients
IRS guidance plus the client's own profile — so trivial questions never reach your desk.
Researcher
Tax research, with citations
Research with citations every time, from federal and state tax sources, the client's context and everything your firm uploads to its Knowledge Hub: documents, audio and video.
How it works for the Researcher AgentResponder
Email, read and answered
Finds the mail that belongs to the accounts you are assigned, filters out what does not matter, and drafts the reply on demand.
How it works for the Responder AgentBridge
Transfer data to tax prep software
Normalize extracted data and transfer it into popular tax prep software.
Preparer
Faster returns, ready for review
Automated preparation of personal tax returns, with optional manual iteration.
Reviewer
Identify gaps for professional review
Multi-dimensional analysis surfacing audit flags, omissions, inconsistencies, inaccuracies and missed opportunities.
How it works for the Reviewer AgentDefender
From IRS notice to implementation
Processes IRS notices, examines the evidence in the unified client record, proposes a strategy and how to implement it, and drafts the responses. Your firm decides what goes out.
How it works for the Defender AgentPlanner
Advanced scenario-based tax planning
Model outcomes, cashflow and tax impact across scenarios.
How it works for the Planner AgentSee 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