CPA client communication software
Your inbox is running your day.Answer faster, chase less.
The Responder, Concierge and Scribe Agents draft replies, answer clients' own questions and tone every letter, in a portal that shows clients exactly where their work stands.
Client communication eats the day
Client communication and timely follow-through is one of the biggest time-sinks in a practice. Some practitioners say they spend hours every day on email, and status questions are a common part of it: where are you with the documents I requested, which step are you on, what is the ETA. AccuMax reduces that traffic at the source by making status visible, and it takes the first draft of what is left.
How the communication load comes down
Status is visible to both sides
Clients see which step they are on, what is ahead and the ETA in the Client portal. Your team sees what the client still owes. That reduces the status emails.
Clients get answers without the deskConcierge Agent
The Concierge Agent answers clients' own questions in the portal, from IRS guidance and the client's own profile, so trivial questions never reach your team.
Email replies start as draftsResponder Agent
The Responder Agent finds the mail for your assigned accounts, understands it and drafts the reply. The practitioner makes the final decision and sends it.
Letters and messages in your toneScribe Agent
The Scribe Agent is a custom content generator and tone refiner: engagement letters, notes, messages and IRS correspondence, from your templates, adjusted to suit each audience.
Everything lands on the client record
Chat rooms tied to workflows, person-to-person messages, bulletin boards, web meetings, calendar, broadcasts and To-Dos all sit on the same client record as the work.
Every Agent drafts and assists. A qualified member of your firm reviews the output and decides.
The Agents on this job
Draft the reply to a client email
Responder Agent
Finds the mail for your assigned accounts and drafts the reply.
Answer clients' own questions
Concierge Agent
Gives clients self-help in the portal, answering from IRS guidance and the client's own profile.
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 Responder Agent send emails by itself?
- No. It drafts the reply. The practitioner makes the final decision and sends it.
- Which email systems does AccuMax work with?
- Outlook and Gmail, alongside QuickBooks, DocuSign, Zoho Sign, Microsoft 365, SharePoint, OneDrive, Google Drive and Box.
- What does the Concierge Agent answer from?
- IRS guidance and the client's own profile. It gives clients self-help in the portal, so routine questions do not reach your team.
- Can clients see where their work stands?
- Yes. The Client portal shows the workflow status, so clients can see which step is current and what comes next.
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