# Maxed

> Maxed is the AI-native platform for US CPA firms. It replaces the expensive,
> fragmented software stack a firm is locked into today with a single, flexible
> platform powered by AI agents, so firms serve more clients with the team they
> already have. Flat monthly fee per firm; tax prep software stays untouched.

## Product

- [Homepage](https://www.maxed.life/): Overview of the Maxed platform, problem statement, feature summary, and FAQ.
- [Platform](https://www.maxed.life/platform): Detailed platform overview covering all modules, AI agents (Max and Ed), security infrastructure (AES-256, TLS 1.3, Plaid), deployment options, and flat-fee pricing model.
- [CPA Tool Directory](https://www.maxed.life/directory): Directory of 60 CPA software tools across 17 categories, with annual costs for a 5-person firm and Maxed replacement status. 73% of listed tools have a Maxed alternative.
- [Cost Calculator](https://www.maxed.life/report): Interactive tool for CPA firms to calculate savings from consolidating their software stack with Maxed.
- [Product Updates](https://www.maxed.life/updates): Dated changelog of shipped features, newest first.
- [Trust & Security](https://www.maxed.life/trust): Security posture, encryption, and data handling.
- [Open Source](https://www.maxed.life/open-source): What is open source and what is commercial.
- [About Maxed](https://www.maxed.life/about): Company information, founder background, and founding design partners.
- [Community](https://www.maxed.life/community): The Maxed CPA community for firm owners exploring AI and automation. LinkedIn and Facebook groups.

## AI Agents

- **Max** (firm-side AI): Routes and files documents automatically, follows up on overdue invoices, flags anomalies in bookkeeping, syncs with Outlook (two-way), and reconciles transactions. Handles firm back-office operations.
- **Ed** (client-side AI): Answers client questions instantly, sends missing document reminders, generates reports on demand, lives in the white-labeled client portal. All responses are visible to the firm and require approval for sensitive communications.

## Company

- Founder & CEO: Fifi Siddiqui
- Legal entities: Maxed Life, Inc. (US) / Maxed Life Ltd (UK)
- Funding: $850k pre-seed round, covered by Accounting Today, Yahoo Finance, and others ([press coverage](https://www.maxed.life/press))
- Built for: US-based CPA firms seeking to consolidate fragmented software stacks
- Pricing: Flat monthly fee per firm. No per-user, per-client, or AI credit charges.

## Key Facts

- Average CPA firm runs 10+ tools and spends $2,000+/month on fragmented software
- 60 CPA tools mapped across 17 categories in the Maxed directory; 73% have a direct Maxed alternative
- Maxed replaces categories including practice management, client portal, documents, e-sign, reporting, CRM, time tracking, and workflow automation
- Maxed does not replace tax prep software - firms keep UltraTax CS, Lacerte, ProConnect, Drake, ProSeries as-is
- Security: AES-256 encryption at rest, TLS 1.3 in transit, Plaid integration for financial data
- Dedicated instance per firm with full data export and portability

## Legal & Support

- [Privacy Policy](https://www.maxed.life/privacy): Privacy policy, including subprocessor integrations (Plaid, Stripe, Twilio, Supabase, Anthropic Claude).
- [Terms of Service](https://www.maxed.life/terms)
- [Contact](https://www.maxed.life/contact)