More returns.More advisory.More margin.
A complete practice management system with fourteen tax Agents working inside it — client intake through audit defense.
We eliminate document chaos,automate client follow-ups,and give CPAs back several hours a week.
✓ 90-day free trial, full platform access • ✓ Dedicated success manager
There are only three ways, and AccuMax does all three
A firm makes more money three ways: do more returns, sell advisory to the clients you already have, or spend fewer hours on both. Most tools help with one.On an illustrative model, doing all three compounds into30% more gross margin dollars*.
More returns out the door
The Recognizer, Extractor, Bridge, Preparer and Reviewer Agents carry a return from inbox to sign-off. The same team moves more work without another hire.
More advisory per client
The Planner Agent models multi-year scenarios and the Defender Agent answers IRS notices — advisory you could never staff at scale, now billable on clients you already have.
Fewer hours per return
Intake arrives pre-filled from last year. The Recognizer, Extractor and Bridge Agents take the keying out, and the Responder Agent cuts your email time. Less labor per engagement, and a cheaper wage mix on what remains.
A modern practice management system,and an AI workforce built-in
You stay in control of every return. The AI is on call the whole time —ambient, explained and audit-ready.
AI Agents
The AI that does the work
Fourteen Agents, tightly embedded in the Practice OS, covering the whole engagement — intake, recognize, extract, prepare, review, plan, defend, compose…
See AI AgentsPractice OS
The system your firm runs on
Client intake through approvals, eSignature, invoicing, payments, dashboards and governance — tightly integrated with the AI Agents.
Explore the platformWhy AccuMax
AI Built-In, Not Bolt-On
One AI engine over one client record, running beside what you already own — and a measurable lift in gross margin.
See the differenceOne engine, one version of the truth
Every Agent reads and writes the same client record, so the plan and the return can never disagree.
Nothing to rip out
Runs beside your current tax prep software. Start with one Agent and grow into the rest.
Priced like practice management
Per seat, per year, with most Agents unlimited on every tier. No integration bill.
Faster, Better, Sharper.
Nothing gets re-asked, nothing gets re-keyed,and the heavy work is done before your preparer opens the file.
Every field, checkable
The Extractor Agent shows the original form and the extracted data side by side, so a preparer can verify any number without going to hunt for the source document.
Nothing reaches the partner raw
The Reviewer Agent flags omissions, inconsistencies and audit risk before the file lands on a desk — so review is a review, not a rescue.
Nothing gets asked twice
Intake arrives pre-filled from last year's return and forms, so the client confirms and updates instead of starting over on a blank organizer.
Every answer shows its sources
The Researcher Agent answers from IRS.gov, the client's own file and your firm's Knowledge Hub — and cites what it read, so you can check it before you repeat it to a client.
Nothing discovered late
The Profiler Agent works out which forms the return needs and what is still missing before anyone starts — so the surprise surfaces in January, not on the 15th of April.
Answers without the wait
The Concierge Agent answers what a client can self-serve in the portal, and the Responder Agent drafts the replies for everything else — unlimited, so a busy inbox never costs you more than a quiet one.
Quality is what turns a finished return into a referral —and a 1040 client into an advisory one.
Frequently Asked Questions
Everything you need to know about AccuMax. Can't find an answer? Talk to our team.
Still have questions?
Our team is here to help you find the right solution.
One platform.Every tool your firm already uses.
AccuMax runs beside your existing stack and hands data straight into the tax software you already prepare and file in.
Ten firms. One season.
You will not find customer logos on this page. AccuMax is new, and we are not going to borrow someone else's credibility to hide that.
What we do have is fourteen Agents running in production, and a margin model we will show you in full — every assumption, every source, and the point at which it stops holding. So we are taking ten design partners through the 2027 filing season.
What you get
- A direct line to the people building it — not a ticket queue
- Onboarding run with you, on your own client data
- The roadmap shaped by your season rather than our guesses
What we ask
- Run it on real returns, not a sandbox
- Let us measure what actually changes — hours per return, before and after
- If it works, let us say so with your firm's name on it
See it on your own returns
Book a 30-minute walkthrough, or start the trial and try it against a real engagement.
90-day free trial · full platform access · no credit card