Anyone can bolt-on AI.Few deliver built-in AI.
All fourteen Agents run on the same tax-domain engine, reading and writing the same client record. That is the difference between a plan and a return that agree, and four tools quietly telling you four different things.
An entire stack of integrated tools.One platform.
Breadth or intelligence—everyone else picks one.AccuMax delivers deep AI across the full platform, plus orchestration.You can upgrade at your own pace, even one tool at a time.
CPA practice of today
Separate login · answers live outside the client file
Separate login · re-key the client's numbers to model
Separate login · export, import, then reconcile
Separate login · the system of record, without the AI
No system at all · spreadsheets and email threads
Five separately-licensed tools. Five copies of the client's numbers — re-keyed, re-reconciled, and free to drift apart.
CPA practice with AccuMax
Fourteen Agents
One tax-domain AI engine
every agent runs on it
One client record
a single version of the truth
One engine. One record. Every agent sees the same facts, so the plan, the return and the defense can never disagree.
One engine, three audiences — each with its own corpus
Prospects, clients and your own team all ask questions. FrontDesk, Concierge and Researcher answer each from exactly the knowledge that audience should see, and no more.
Agent
FrontDesk
Prospects, on your website
Answers a set number of questions free, then invites the visitor to create an account or complete a lead form.
- IRS.gov included
- Client context not used
- Knowledge Hub not used
Agent
Concierge
Clients, in the portal
Self-serve answers on their own return and account — fewer trivial questions landing on the CPA.
- IRS.gov included
- Client context included
- Knowledge Hub not used
Agent
Researcher
Your firm
The full corpus, including everything your firm has put in the Knowledge Hub.
- IRS.gov included
- Client context included
- Knowledge Hub included
Start anywhere. Grow at your own pace.
Take the whole platform on day one, or adopt a single agent and add the rest when you are ready. Nothing has to be re-platformed later.
One copy of the client file.
Every agent reads and writes the same record. Client data and returns are never copied from one tool into another, so nothing drifts out of sync.
Provenance that holds up.
A single source of truth means no version-control guesswork and no reconciliation — just one defensible audit trail across every workflow.
You don't have to tear out what you already have
Run AccuMax next to your current setup. Start with one Agent and grow into the rest.
Keep what you already run
AccuMax works alongside your current tax prep software and your existing systems. The Bridge Agent hands data straight into your favorite TaxPrep tool.
Start with a subset
Take one Agent, or the whole platform. Add the rest whenever the need shows up — nothing has to be re-platformed later.
Grow at your own pace
Allowances and modules scale with the firm. You are never buying capacity a year before you need it.
An illustrative30% more gross margin dollars*
More returns, more work per client, and fewer hours in each —the three levers, pulled at once.
Before
Fragmented tools, manual handoffs
- 40–60% of time on admin — on-boarding, paper/PDF to tax-prep software, communication & coordination overhead
- Senior staff on low-value prep & review
- Advisory capped by available human hours
- Rising compliance risk per return
After
One platform, one engine
- AI agents for the e2e tax-prep pipeline: on-boarding, form recognition & data extraction, data-xfer into tax-prep software, Tax Preparer — minutes, not hours
- A Reviewer Agent that checks prepared returns before the boss's review
- A Defender Agent that gathers the right documents, compares the IRS view with the client view, and prepares a defense with evidence — in minutes
- A Planner Agent for highly customized plans — goals, scenarios, what-ifs, and reports — iterative, engaging, impactful
- Defensible, audit-ready compliance on every return
Three levers compound
Every lever is measurable per workflow and per account — offshore amplifies it, but domestic firms capture it too.
If you are building toward a sale
Firms trade on EBITDA. Gross margin is where EBITDA comes from.
A lift of that size lands straight in EBITDA — and buyers pay a multiple of it. AccuMax also gives you the meters to measure it: utilization, realization, throughput per preparer, AR aging and margin by service, all in one place, all traceable. Cleaner metrics and a higher margin are what turn a good practice into a better-valued one.
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