The open-source AI-native platform for CPA firms
Beta · Onboarding design partners nowOne AI-native platform to run your entire CPA firm.
The Big Four are building AI tailored to their own practice. Maxed brings that same custom, in-house-grade AI to your firm.
Maxed is the AI-native platform for CPA firms. It runs your onboarding, billing, close, tax prep, documents, bookkeeping, and client portal in one place, and a team of AI agents does the manual work for you.
Reclaim the hours your team burns re-keying numbers between 8-12 tools. Most firms we model save 10-15 hours a week and five figures in subscriptions. Serve more clients on the same headcount, without working tax season to death.
A team of agents, built into every part of the platform: Max leads the back office. Ed leads your client side. You approve everything.
What is Maxed?
Maxed is the AI-native platform that runs your entire CPA firm. Instead of stitching together a dozen vendors, your firm runs onboarding, billing, close, tax prep, documents, bookkeeping, and the client portal in one place, with a team of AI agents on top that does the manual work for you. And it works inside your email.
One system, not ten tools
CRM, proposals, time and billing, close, tax prep, documents, bookkeeping, approvals, and the portal, connected end to end. One login, one source of truth.
A team of agents on top
Max leads the back office with a team of specialised AI agents, and Ed leads your client side with a team of specialised AI agents. They draft, route, categorize, and chase, then hand the work to you to approve.
Built for a firm your size
The agents absorb the document chase, the re-keying, and the close grind, so a small team serves more clients and protects its margin without adding headcount.
The problem
Running a firm should not feel like this.
You did not become a CPA to babysit a dozen subscriptions and re-key the same numbers all day. But that is where the time goes.
Your tools do not talk to each other
Practice management here, a portal there, a separate doc store, a billing tool, a CRM. Your team copies the same client data between them all day.
Manual ticking and tying eats the season
Chasing documents, re-keying numbers, reconciling by hand, rebuilding the same reports in Excel every month. The work that should be automatic is not.
You cannot grow without hiring
Every new client adds manual load, so capacity means headcount. Tax season means turning work away because everyone is already buried.
The fix
Maxed takes that work off your plate.
One connected system
Onboarding, billing, close, tax prep, documents, bookkeeping, and the portal share one source of truth. A new client provisions once, not across five logins.
Agents do the manual work
Max runs the back office and Ed handles client comms. They draft, route, categorize, reconcile, and chase, then hand it to you to approve.
Serve more clients with the same team
The automation absorbs the volume, so your people spend their hours on returns and advisory, not on copying data between tools.
Why change now
Staying put is not free.
The duct-taped stack has a cost you pay every month, even when nothing breaks. Here is what it quietly takes from your firm.
Separate subscriptions that do not talk to each other, each with its own login, bill, and annual price hike.
Spent copying data between systems and rebuilding the same reports in Excel, work that should be automatic.
Every tax season, because capacity is capped by headcount and everyone is already buried.
Data trapped across vendors with no clean way to leave, so you keep paying to stay stuck.
None of those invoices go down on their own. Consolidating onto one system is how the cost stops climbing.
Why Maxed
Not one more tool. The system underneath.
There is a lot of AI in accounting right now. Here is what makes Maxed different from every point tool you have been pitched.
One platform, not one more tool
Most AI in accounting is a point tool you bolt onto an already-fragmented stack. Maxed is the single system the rest of your firm runs on, end to end.
A team of agents, not a chatbot
Max leads the back office with a team of specialised AI agents, and Ed leads your client side with a team of specialised AI agents. They take real actions, not just answer questions, and every client-facing output waits behind your approval.
Open foundations, you own your data
Built in the open on open standards. Your books stay in a format you own and can export anytime. No black box, no lock-in.
In March, the admin just happens
The document chase and the re-keying stop landing on your desk. Max files the W-2 to the right client and year, drafts the reply, and leaves it for you to approve. You spend the season on returns, not on admin.
A team of agents, not a chatbot
Meet Max and Ed.
A team of agents, built into every part of the platform: Max leads the back office with a team of specialised AI agents. Ed leads your client side with a team of specialised AI agents. You approve everything.
With the following specialised AI agents that do the following:
Max leads the back office with a team of specialised AI agents
Specialised AI agents that do the following:
Ed leads your client side with a team of specialised AI agents
Specialised AI agents that do the following:
You approve everything. Every client-facing output stays behind a CPA approval gate, logged and traceable.
Built with CPAs, for CPAs
You do the high-value work. The agents do the rote work.
Every capability here was shaped in discovery calls with practice owners and built around how a firm actually runs. The agents absorb the document chase, the categorization, the reconciliation, and the re-keying, so your people spend their hours on returns, review, and advisory.
Your hours go to advisory
Categorization, reconciliation, and the document chase run in the background. Your team spends its time on returns, review, and the advisory work clients actually pay for.
Modeled on real firm flows
Onboarding, tax prep, and close follow the exact stages a firm already works through, not generic business software with an accounting skin.
You stay in control
The agents draft and route, you decide. Every client-facing output waits behind your sign-off, and every action is logged.
Where you already work
It works inside your email.
You don't have to live in another tab. Max syncs with your inbox, reads the threads, and pulls every client document, statement, and message into the right client file automatically.
When something needs you, it shows up as a draft to approve, not one more app to check.
Low-friction setup
Get started without ripping anything out.
Connect the software your firm already uses, like QuickBooks, Bill.com, Outlook, Microsoft 365, and your file storage. Maxed runs alongside it while you switch only the workflows you are ready to switch.
Bookkeeping
QuickBooks and similar GLs
Keep your books where they are. Connect systems like QuickBooks, and Maxed runs categorization, reconciliation, close, and reporting on top.
Accounts payable
Bill.com and AP tools
Connect tools like Bill.com so bills can be first-pass GL-coded against your rules, routed to approvals, and posted once you sign off.
Email + documents
Outlook, Microsoft 365, and files
Connect the inboxes, calendars, and document stores your team already works from, so the agents can draft, route, chase, and log work in context.
Maxed keeps your books in an open format you own, so you can export everything and switch whenever you want. Your data stays yours.
Other connected tools can be added as light, optional add-ons, without forcing the whole firm to switch at once.
What firm owners told us
“Right now I'm using different software for all of those things. Document management for one thing, workflow for another, invoicing for another. It's getting difficult keeping track of all those subscriptions. That's why I want to consolidate as much as possible.”
“Much needed as we CPAs have been losing so much margin as technology develops.”
The platform
Core firm modules, connected.
One place for the workflows around your tax software, with the details kept behind the product.
CRM + onboarding
Quotes + proposals
Time + billing
Month-end close
Tax prep workflow
Documents + binder
Bookkeeping
Approvals
Client portal
Here's what your clients would see.
Your brand. Your portal. Ed answers from their real data, behind your approval.
An AI you can audit.
The agents do the grunt work. You make every decision that touches a client.
Approval gates
Max drafts an email, you see it first. Ed answers a client, the answer is grounded in their real data and logged. Nothing client-facing ships without your explicit sign-off.
Full audit trail
Every action Max and Ed take is logged. Every document routed, every entry categorized, every reply drafted, timestamped and traceable.
You set the rules
Decide what the agents handle autonomously and what waits for your review. Your guardrails, per firm.
Open and auditable
Built on open standards and open-source components, with no lock-in. You can see how it works, and you can export everything.
Open source
Open-source platform. AI agents on top.
The platform is built in the open on open standards and open-source components. The hosted Maxed product and its AI agents are what we run for you. No black boxes, no lock-in.
Open standards, no lock-in
Your data is portable and exportable anytime. We build on standards your firm already trusts.
Built in the open
Our adapters, spec, CLI, deployment templates, and UI are open. You can see how the system works.
Safer, not riskier
Banks run on open-source databases and your card data already moves over open crypto. Open is how the most sensitive systems stay auditable.
In the news
Coverage from the business and finance press.
A few recent pieces covering Maxed, our platform, and the firms we are building for.
You already know your stack costs too much.
You see the invoices every month. None of them talk to each other, and all of them go up every year. See what consolidating onto one platform looks like.
Estimate your savings →Maxed CPA Community
For firm owners who refuse to get left behind.
The gap between firms using AI and those that aren't is growing fast. This is where firm owners compare notes, share what works, and get early access.
Common questions
What exactly is Maxed?
Is it safe to let AI touch my clients' books?
Do you train AI on my client data?
What's open source and what's commercial?
Can I self-host or export everything?
I don't want to replace my tax prep software.
We just went through a painful implementation. We can't do another.
FIFI SIDDIQUI, FOUNDER & CEO OF MAXED
Same team. More clients. One system.
We're onboarding a small group of design partners at a discounted rate. Book a call with Fifi to see it.