A state-of-the-art practice management system
Client intake through approvals, eSignature, invoicing, payments and governance — tightly integrated with the AI Agents.
Intelligence everywhere, not in one feature
The system anticipates, guides, and clarifies. CPAs stay in control—AI is a partner, not a replacement. Ambient AI and automation accelerate every workflow.
- Scribe Agent—team, client and IRS communications
- Letter and doc generation
- Forms data extraction with manual over-ride
- Duplicate detection
- Forms comparison
- Profiler Agent—account summary and the forms required
- AI Tax Organizer
- Knowledge Hub—your SOPs, training, audio-video-text
- Flexible workflow automations—before and after each step
- Ambient AI & automation for accelerated workflows (CPAL)
A portal for every role
Three connected portals on one platform—so everyone stays in sync.
For your clients
Client Portal
- Upload & download documents
- Track workflow status
- Sign & approve
- Chat with your team
For Firm Practitioners
Team Portal
- Manage assigned accounts
- Run workflows & to-dos
- AI agents & search
- Notifications & chat
For firm owners
Admin Portal
- Firm-wide settings
- Dashboards & reports
- RBAC
- Audit logs & billing
The complete practice operating system
Every workflow your firm runs—from first client touch to final reconciliation—in one platform.
Client Intake & Engagement
Best-in-class intake from lead to draft return.
- Mobile client & lead management
- Intake Agent — customizable onboarding dialogs
- Tax organizer generation
- Zip / composite doc inputs + Forms Intelligence
- Draft returns & account-summary triage
- Doc list templates & bulk account creation
- Outlook and Gmail integration
- QuickBooks integration
- Bridge Agent — data into your tax software
- Chat and effective client engagement, broadcasts
Approvals, Invoicing & Payments
Everything your business needs to get paid.
- DocuSign / Zoho Sign—eSignature, all, any
- Letter Gen templates—variable data merge, PDF, attachments, eSign
- Send for approval: Approve, Reject, …
- Immutable audit logs & document provenance
- Agreements folder
- Invoice templates with revision history
- Full, partial, recurring payments—credit card, ACH
- Discount %, discount $$, write-offs
- AR aging & account reconciliation
Visibility, Control & Governance
Unmatched out-of-the-box visibility and control.
- Firm-wide dashboards on where the business is
- Workflow-level view of progress
- Performance by person / group / service / workflow
- Bills, invoices, ageing, lead management
- All info exported with drilldowns
- Entity-level provenance & system-wide audit logs with fine-grain filters
- Notifications as alerts and emails—both with drilldowns
- Self-service streamlined migration and validation
- Export of data tables, metadata, and files
- Enterprise-class admin settings flexibility
Connects with your stack
AccuMax integrates with accounting, email, eSignature and TaxPrep software—with the Bridge Agent built in.
Accounting & tax
eSignature
Documents & storage
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