How it starts
Start with a trial.Keep what you run.
Four steps from sign-up to your own data, with no credit card and nothing to rip out.
The trial
What the trial includes
The full platform
60 days of full platform access from day one.
Your own data
We do the onboarding with you, on your own data.
No credit card
Start the trial without one. Nothing is billed during the trial.
Questions about getting started
- Can I try AccuMax first?
- Yes. Start a 60-day free trial with full platform access from day one. No credit card is required.
- What happens after I start the trial?
- A member of our team gets in touch within one business day to set up your trial. We do the onboarding with you, on your own data.
- Do I have to replace my tax prep software?
- No. AccuMax runs beside what you already own. The Bridge Agent hands approved data into popular tax prep software (Drake today). You can also start with a single Agent and add the rest as the need shows up.
- How long am I committing for?
- One year, billed annually, and that is the only option. There is no multi-year lock-in.
- Is client data used to train AI models?
- Client data is never used to train models. AccuMax is hosted on Microsoft Azure, with required MFA on the portals and encryption at rest and in motion.
See it on your own returns
Start the trial and try it against a real engagement, or talk to our team.
60-day free trial · full platform access · no credit card · no multi-year lock-in