CPA engagement pricing and scope software
You can't price what you can't see.Know the scope before you quote.
The Profiler Agent works out the work and forms needed before work starts. Tracked time and complexity then feed the invoice, so you can see where the hours go.
The price gets set before anyone knows the work
When the scope only becomes clear once the work is under way, the price is a guess. The hours then pile up where the quote was low, and the firm often finds out only afterwards. AccuMax puts the scope first: the Agents summarize what the client has provided and work out the work and forms needed. After that, every hour is tracked against the engagement, so the next quote has the real numbers behind it.
From scope to invoice
Start from what the client has already given youIntake Agent
The Intake Agent builds the client's dialog and the Tax Organizer from last year's data, this year's updates and every uploaded form, so the full picture is in one record.
Know the scope before work startsProfiler Agent
The Profiler Agent summarizes every client input and works out the work and forms needed, so scope is known before work starts.
Track the time against the engagement
Team members record time for each activity, whether or not it is in a workflow: start, pause, resume and stop, a time slot, or a duration. Entries can be tagged billable or not, with billing tiers.
Price the invoice from the real work
The tracked and estimated time, the complexity, and who provided the service go into the price of each line item. Invoices come from templates your firm defines, and an invoice can be revised without changing its number.
See where the hours went
Dashboards show performance by person, group, service and workflow, with bills, invoices and ageing, so you can see where the work is going.
Every Agent drafts and assists. A qualified member of your firm reviews the output and decides.
The Agents on this job
Scope the engagement
Profiler Agent
Summarizes every client input and works out the work and forms needed, so scope is known before work starts.
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.
All fourteen Agents run on one engine and one client record, inside a complete practice OS. Meet all fourteen.
Questions firms ask
- Does AccuMax set my prices?
- No. It gives you the scope up front and the time and complexity behind each engagement, so the prices you set rest on what the work involves. Your firm decides what to charge.
- What does the Profiler Agent do?
- It summarizes every client input and works out the work and forms needed, so scope is known before work starts.
- How is time tracked?
- For each activity, in the workflow or not, with start, pause, resume and stop, a recorded time slot, or a recorded duration. Entries can be tagged billable or not, with billing tiers.
- Can I change an invoice after it is sent?
- Yes. An administered invoice can be modified without changing its unique invoice number. Invoice templates keep a revision history.
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