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AccuMax

An Agent for everyjob in the engagement

Fourteen Agents, from the first intake form to the last client letter,each doing a real job in your Practice OS.

All fourteen are running in production today,not a single “coming soon” item.

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The engagement, end to end

Seven stages.Agents at every one.

This is the work a firm actually does, in the order it happens —and what picks up the load at each step.

  1. 01

    Convert prospects and bring the client on

    A complete, structured client file before anyone touches a return.

    FrontDesk AgentAnswers prospects on your website and turns visitors into leads
    Intake AgentAuthors the client dialogs and builds the Tax Organizer, both seeded from last year's data and forms
  2. 02

    Take in the documents

    Whatever they send becomes clean, structured data.

    Recognizer AgentIdentifies and tags 250+ forms
    Extractor AgentPulls the fields out of PDFs and images
  3. 03

    Understand the engagement

    You know what this client needs before you start work.

    Profiler AgentClient snapshot and the forms required
  4. 04

    Answer the questions

    Clients and your team each get answers — without queuing for you.

    Concierge AgentClients, in the portal
    Researcher AgentYour team, with the full corpus
  5. 05

    Prepare the return — your way

    Two ways

    Keep the tax software you prepare and file in, or prepare it here. Either path lands in the same review.

    Keep your tool

    Your own tax prep software

    Prepare and file exactly where you do today — Drake, UltraTax, Lacerte, whatever your firm already runs.

    Bridge AgentSends the extracted data across
    Or let AccuMax do it
    Preparer Agent

    Drafts the federal return in minutes, with optional manual iteration wherever you want to step in.

    Fed by the client record — read directly — nothing to transfer

    Either way →Reviewer Agent

    Flags omissions, inconsistencies, inaccuracies and audit risk before it reaches your desk.

  6. 06

    Advise and defend

    The advisory work you could never staff, and a defensible position if the IRS asks.

    Planner AgentMulti-year scenarios, cashflow and tax impact
    Defender AgentNotice analysis, evidence and drafted responses
  7. 07

    Communicate

    Every letter and message out the door, in your firm's voice.

    Scribe AgentEngagement letters and e-signatures, writing notes and messages, client, team and IRS correspondence
    Responder AgentFinds the mail for your accounts and drafts the reply, unlimited
AI Agents

Fourteen Agents, fourteen real jobs

Fourteen Agents, one engine, one client record. They sit inside the work you already do —you stay in control, and every answer comes with its reasoning and its source.

FrontDesk

Quick IRS-based research for prospects

Instant IRS-sourced answers to common tax questions on your own website, then converts the visitor into a lead.

Scribe

From the engagement letter onward

Drafts the engagement letter and sends it out for signature — then every note, letter and IRS response after it, with your templates and your tone.

Intake

Client intake, seeded from last year

Authors and deploys the client dialogs, seeded with last year's data and forms so the client confirms and updates instead of starting from blank. Then combines last year, this year's updates and every uploaded form into the Tax Organizer — laid out so whoever picks up the file can start work, not assembly.

Recognizer

Recognize documents instantly

Identify and tag tax forms and client documents automatically.

Extractor

Extract data with accuracy

High-confidence extraction of fields from PDFs and images, with a review assistant for manual verification.

Profiler

Client snapshot in seconds

Summarizes every client input and synthesizes the work and forms needed.

Concierge

Self-help for clients

IRS guidance plus the client's own profile — so trivial questions never reach your desk.

Researcher

Professional tax research engine

Professional-grade research, citations and analysis from IRS.gov, client context and your Knowledge Hub.

Responder

Email, read and answered

Finds the mail that belongs to the accounts you are assigned, filters out what does not matter, and drafts the reply on demand.

Bridge

Transfer data to tax prep software

Normalize extracted data and transfer it into your favorite TaxPrep tool.

Preparer

Faster returns, ready for review

Automated preparation of personal tax returns, with optional manual iteration.

Reviewer

Identify gaps for professional review

Multi-dimensional analysis surfacing audit flags, omissions, inconsistencies, inaccuracies and missed opportunities.

Defender

Audit readiness and response

Understand IRS notices, collect and analyze evidence, and draft responses.

Planner

Advanced scenario-based tax planning

Model outcomes, cashflow and tax impact across scenarios.

Explore the Agents

See it on your own returns

Book a 30-minute walkthrough, or start the trial and try it against a real engagement.

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90-day free trial · full platform access · no credit card