Software for solo and small CPA practices
A folder per client. A chase per upload.One portal instead, pre-filled from last year.
Replace the shared folders, email threads and spreadsheets with one client portal. Intake arrives pre-filled from last year's return, uploads are recognized and sorted, and the AccuMax Agents do the keying and the first drafts.
Cobbled together works, until it doesn't
A shared folder for every client, an email asking for documents, a spreadsheet to remember who has sent what. It works for a handful of clients and strains as you grow, and all of it lives in your head and your inbox. AccuMax puts the client, the documents, the engagement and the billing on one record, so there is nothing to remember and nothing to chase by hand.
From folders to one client record
Clients confirm instead of starting blankIntake Agent
Intake is initialized from last year's return, so each client sees what they provided last year and confirms or updates it, rather than starting from an empty form.
Uploads arrive sortedRecognizer Agent
Clients upload to their portal. The Recognizer Agent identifies each file and form and splits bundles into individual forms, and the Extractor Agent reads every field into the client record.
Everyone sees where things stand
Clients get a portal that shows what is outstanding and where their work stands. You get a team portal that shows the work, in the role it calls for.
Sign, bill and get paid in the same place
E-signature, invoicing and payments are part of the Practice OS, so the engagement stays on the client record from first inquiry to final payment.
Start small, add Agents as you grow
Take the Practice OS with the seven Core Agents, unlimited with the seat. Add the Enhanced Agents when you need them; they run within an allowance set by your plan.
Every Agent drafts and assists. A qualified member of your firm reviews the output and decides.
The Agents on this job
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.
Sort and split what the client uploads
Recognizer Agent
Identifies the file and the form, splits composite files into individual forms, and tags 250+ IRS and non-IRS forms.
Read the forms into the record
Extractor Agent
Extracts every field, writes it to the client record, and offers a side-by-side view of the original and the extracted data.
Answer clients' own questions
Concierge Agent
Gives clients self-help in the portal, answering from IRS guidance and the client's own profile.
All fourteen Agents run on one engine and one client record, inside a complete practice OS. Meet all fourteen.
Questions firms ask
- Is AccuMax too much for a solo practice?
- AccuMax is priced per seat per year: Standard $800, Professional $1,000 and Premium $1,200, billed annually with no multi-year lock-in. You can start with the 60-day free trial, which has full platform access and needs no credit card.
- Do I keep my tax prep software?
- Yes. AccuMax runs beside the tax prep software you already own. The Bridge Agent transfers approved data into Drake today, with more tax prep software coming.
- 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