About Maxed

One platform.
Built for CPA firms.

Maxed is the unified operating system for CPA firms. It replaces the fragmented stack of 8-12 tools - practice management, client portal, document management, e-signatures, WIP reporting, billing, and AR - with a single integrated platform built on an open-source core.

The problem we're solving

The average CPA firm pays up to $76K a year across 8-12 fragmented tools that were never designed to work together. Every tool is another vendor to negotiate with, another contract, another data silo, and another help desk.

The result: billable hours lost to manual data re-entry, staff time wasted on tool-switching, and margin that should belong to the firm bleeding out into software subscriptions.

Maxed consolidates all of it into one platform, built specifically for how CPA firms work, not adapted from generic project management or business software.

What makes Maxed different

Open-source core

Maxed is built on battle-tested open-source components: ERPNext for bookkeeping, Metabase for analytics, Docuseal for proposals and e-signatures, Nextcloud for documents, Chatwoot for client communication, and n8n for workflow automation. No vendor lock-in. No black boxes. No surprise price hikes.

Replacement, not integration

We don't add another tool to your stack. We replace the stack. Every workflow lives in one system, every client record is in one place, and your team has one login.

Concierge migration

Switching software is painful, unless someone handles it for you. Maxed's team manages the full migration from your existing tools: TaxDome, SmartVault, Karbon, QuickBooks Online. No DIY setup.

Built with CPA firms

Maxed is developed with founding firms who have direct input on the roadmap. The platform is built around real CPA workflows - tax prep, engagement letters, WIP reporting, AR aging - not adapted from generic B2B SaaS.

Founder

Fifi Siddiqui

Founder & CEO, Maxed

Fifi built Maxed because CPA firms deserve one platform that actually works together, instead of a dozen tools that don't talk to each other. Maxed is developed in close collaboration with accounting firms who experience the fragmented stack problem firsthand.

Book a 20-minute call with Fifi →