AI tax planning software for CPA firms
The advisory work you can't staff.Model it, then make it happen.
The Planner Agent models outcomes, cashflow and tax impact across scenarios, working from the client record. You drive the plan, and the chosen strategy becomes a workflow.
Planning is the higher-margin work, and the hardest to staff
Only a minority of tax professionals lead with planning and advisory services, which are typically higher-margin services. One limit is the hours it takes to model scenarios, explain them to the client and then make sure the chosen strategy actually happens. AccuMax takes the modeling and the follow-through, so planning work can scale beyond the hours one person has.
How a plan is built and carried out
Start from the client record
Last year's return and this year's data are already in the client record, and the client's goals are added as you plan, so the plan starts from the client's real situation.
Back the strategy with researchResearcher Agent
The Researcher Agent answers planning questions from IRS.gov, the client's own context and your Knowledge Hub, with citations.
Model the scenarios together with the clientPlanner Agent
The Planner Agent models outcomes, cashflow and tax impact across scenarios. It is an iterative, incremental exercise: goals, strategies and what-ifs can be revisited until the plan is right. You are the driver and decision-maker.
The chosen strategy becomes a workflow
Your team turns the strategies the client chose into workflows with steps and owners, feeding back into AccuMax. That makes it easier to convert choices into actions and results.
Put it in the client's handsScribe Agent
The Scribe Agent drafts the plan summary and client letters in your templates and your tone.
Every Agent drafts and assists. A qualified member of your firm reviews the output and decides.
The Agents on this job
Model planning scenarios
Planner Agent
Models outcomes, cashflow and tax impact across scenarios, and turns the chosen strategy into a workflow.
Research a tax question, with citations
Researcher Agent
Answers from federal and state tax sources, the client's own context and the documents, audio and video your firm uploads to its Knowledge Hub, with citations every time.
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.
All fourteen Agents run on one engine and one client record, inside a complete practice OS. Meet all fourteen.
Questions firms ask
- Does the Planner Agent decide the strategy?
- No. The practitioner is the driver and decision-maker. The Planner Agent models the options and your firm chooses.
- What does the plan start from?
- The client record: last year's return and this year's data, with the client's goals added as you plan. The Agents work from the same record, so the plan and the return are built from the same facts.
- What happens after the client chooses a strategy?
- Your team turns it into a workflow with steps and owners, so the plan is carried out and tracked in the same system.
- Is planning a separate product?
- No. The Planner Agent is one of fourteen Agents in AccuMax, alongside the practice OS. Request a demo for plans and pricing.
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