Who it's for
Where are you starting from?There is a way in from each one.
Four common starting points, and what each person at your firm gets.
Your starting point
Keep what works. Add what is missing.
I already have
A practice system.
Keep it. Add the AccuMax Agents beside it for tax-specific intake, extraction, review and planning on one client record, or consolidate when you are ready. Either way, fewer logins and less re-keying between tools.
How it compares with practice management suitesI already love
My tax prep software.
Keep it. The Agents work around it: they prepare the data before it goes in, the Bridge Agent hands approved data into it (Drake today), and the Reviewer Agent can check returns prepared in it before a person reviews them.
How it sits beside your tax prep softwareI already use
An AI assistant for tax.
Keep what works. A standalone assistant answers from what you give it. The AccuMax Agents work from the client record, so the answer already knows the client, and review is built in.
How it compares with AI tax assistantsI run it from
Folders, email and spreadsheets.
A shared folder for every client and a request to upload documents. Replace that routine with one client portal, intake pre-filled from last year's return, e-signature, billing and the Agents. Start with the 60-day free trial.
AccuMax for solo and small practicesEveryone at the firm
What each person gets
You, the owner
More margin, a firm worth more, and nothing walking out the door.
- More work per person, so margin grows without hiring to match.
- Client context lives in one record, not in one person's memory.
- A person at your firm decides what goes out, with audit logs behind it.
Your team
Less keying and chasing, and a faster start on every client.
- Intake arrives pre-filled and forms are read for you.
- New people start from the full client context, not from scratch.
- The Reviewer Agent makes a first pass, then your reviewer decides.
Your clients
Confirm last year, see where things stand, get answers without waiting.
- Confirm last year's information instead of starting blank.
- A portal that shows what is outstanding and where their work stands.
- The Concierge Agent answers their questions, so they do not wait on you.
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