Using UltraTax, Drake, Lacerte or ProSeries?Add the Agents around it.
Tax preparation software prepares and files the return. AccuMax adds the work around it: intake, document recognition, extraction, hand-off, review and client communication.
How AccuMax fits beside your prep software
Preparation packages such as UltraTax CS, Drake Tax, Lacerte and ProSeries prepare and file returns. AccuMax is built to work beside them. The Bridge Agent moves approved data into your tax prep software, Drake today with more coming. The Reviewer Agent can check returns prepared in external software before they reach a human reviewer. For personal returns, the Preparer Agent drafts federal and state returns inside AccuMax if you prefer to prepare there.
The work before and after the return
These AccuMax Agents take the work on either side of your prep software, on one client record.
| The job | AccuMax Agent | What it does |
|---|---|---|
| Before the prep software | ||
| Collect what you need from the client | Intake Agent | Authors client dialogs seeded with last year's data and forms, so the client confirms and updates instead of starting from blank, and builds the Tax Organizer. |
| Scope the engagement | Profiler Agent | Summarizes every client input and works out the work and forms needed, so scope is known before work starts. |
| Sort and split what the client uploads | Recognizer Agent | Identifies the file and the form, splits composite files into individual forms, and tags 250+ IRS and non-IRS forms. |
| Read the forms into the record | Extractor Agent | Extracts every field, writes it to the client record, and offers a side-by-side view of the original and the extracted data. |
| At the hand-off | ||
| Move data into your tax prep software | Bridge Agent | Moves approved data into your tax prep software. Drake today, more coming. |
| Draft the return | Preparer Agent | Drafts federal and state personal returns from the client record, with optional manual iteration. |
| After the return is prepared | ||
| Check the return before a person does | Reviewer Agent | Surfaces audit flags, omissions, inconsistencies and missed opportunities, on returns from the Preparer Agent or from external software. |
| Write letters and messages | Scribe Agent | A custom content generator and tone refiner: engagement letters, notes, messages and IRS correspondence, in your templates and your tone. |
Every Agent drafts and assists. A qualified member of your firm reviews the output and decides.
What sets AccuMax apart
Data goes in once
The Intake and Extractor Agents capture the data one time, and the Bridge Agent moves it into your prep software, so nobody re-keys it.
A review before the reviewer
The Reviewer Agent checks returns from the Preparer Agent or from external software, so a person starts from a return with fewer issues.
Keep the software you know
AccuMax does not ask you to change your prep package. It runs beside it, with Drake supported today and more coming.
Questions firms ask
- Does AccuMax replace my tax prep software?
- It does not have to. The Bridge Agent moves approved data into your tax prep software. For personal returns, the Preparer Agent also drafts federal and state returns inside AccuMax, and your firm chooses which route to use.
- Which tax prep software does the Bridge Agent work with?
- Drake today. More are coming.
- Can the Reviewer Agent check returns prepared in other software?
- Yes. Returns prepared by external software, or by the Preparer Agent, can be reviewed by the Reviewer Agent so anomalies can be corrected before they reach a human reviewer.
- Who signs off on the return?
- Your firm. The Agents draft and assist, and a qualified member of your firm reviews the output and decides.
See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
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