CPA firm knowledge base and SOP software
Same question. Different answers.One way of working, across your whole practice.
Upload your SOPs, training, audio and video to the Knowledge Hub, and build them into your templates. The Researcher Agent answers from them, with citations, so everyone gets the same answer and works the same way.
Everyone does it a little differently
A new team member asks the person who knows. The next one asks the same thing and gets a slightly different answer. What your firm has learned sits in a few senior heads, in old emails and in documents nobody can find, so the same job gets done several different ways, and the knowledge walks out the door when people leave. AccuMax gives your SOPs one home and turns them into the way the work is done.
From your SOPs to one way of working
Put your SOPs in one place
Your firm uploads documents, audio and video to the Knowledge Hub: SOPs, training sessions, checklists and recordings.
Everyone asks the same sourceResearcher Agent
When someone asks a question, the Researcher Agent answers from federal and state tax sources, the client's own context and everything in your Knowledge Hub, together, so the same question gets the same answer for everyone.
Every answer shows its sources
Citations are included every time, whether the source is tax guidance or one of your own procedures, so a person can check what the answer rests on and see which SOP it came from.
Turn the SOP into the way work is done
Your practice leaders build the procedure into workflow templates with stages and steps, intake dialogs, letters and invoices. Every engagement starts from the same place, and team members customize it for the client in front of them.
Everyone asks the right AgentConcierge Agent
The FrontDesk Agent answers prospects from public IRS guidance. The Concierge Agent answers clients from IRS guidance and their own profile. The Researcher Agent serves your team, with everything including the Knowledge Hub.
Knowledge stays when people leave
Procedures, recordings and client context live in the firm's own record, not in an individual's head or inbox.
Every Agent drafts and assists. A qualified member of your firm reviews the output and decides.
The Agents on this job
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.
Answer clients' own questions
Concierge Agent
Gives clients self-help in the portal, answering from IRS guidance and the client's own profile.
Turn a website visitor into a lead
FrontDesk Agent
Gives IRS-sourced answers to common tax questions on your own website, then converts the visitor into a lead.
All fourteen Agents run on one engine and one client record, inside a complete practice OS. Meet all fourteen.
Questions firms ask
- How does AccuMax keep SOPs consistent across the team?
- Your SOPs live in the Knowledge Hub, and the Researcher Agent answers from them with citations, so everyone gets the same answer from the same source. Your practice leaders also build them into workflow, intake dialog, letter and invoice templates, so each engagement starts the same way. Team members customize per client.
- What can we put in the Knowledge Hub?
- Documents, audio and video: your SOPs, training sessions and any other content your firm wants its team to be able to ask about.
- What does the Researcher Agent answer from?
- Federal and state tax sources, the client's own context, and the content in your Knowledge Hub, all together. It includes citations in every answer.
- Can I see where an answer came from?
- Yes. Citations are included every time, so you can check the source before you rely on the answer.
- Is client data used to train AI models?
- Client data is never used to train models. The models come from the Azure AI platform, so client data is not handed to an outside model provider and is not used to train anyone's models.
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