Platform

Do more with the team you have.

Practice management, client portal, documents, e-sign, bookkeeping, reporting, CRM, time tracking, and two AI agents - all in one place. No per-seat pricing. No vendor lock-in. You own your data.

Try Maxed

Meet Max and Ed.

Two AI agents that give your team more capacity - without adding headcount.

M

Max - Your Firm's AI Operator

  • -Routes documents to the right client and folder
  • -Follows up on overdue invoices on your behalf
  • -Flags anomalies: duplicates, unusual amounts, missing categories
  • -Syncs Outlook - emails ingested and routed to the right client file
  • -Collects tax documents and tracks what's still missing
Ed

Ed - Your Clients' AI Assistant

  • -Answers client questions from their own data instantly
  • -Sends missing-document reminders so you don't have to chase
  • -Generates reports on demand when clients ask
  • -Lives in your branded portal - clients see your logo, not ours
  • -You see every conversation in your dashboard

You approve everything. Nothing goes out without your sign-off.

Every module your firm needs. Nothing extra to buy.

All included. No per-module upsells. No locked bundles.

Practice Management

Replaces Karbon, Canopy, Financial Cents

All your clients, deadlines, and WIP in one place. Max flags overdue tasks and surfaces bottlenecks before they become problems.

Client Portal

Replaces TaxDome Portal, Liscio, Truss

White-labeled under your brand. Clients upload docs, pay invoices, and ask Ed questions - without emailing you.

Documents

Replaces SmartVault, ShareFile, Box

Auto-organized by client and year. Max routes every upload to the right folder and alerts you only if something looks unusual.

Proposals & E-Sign

Replaces Ignition, GoProposal, DocuSign

Create engagement letters, send for signature, track status, and archive - all without leaving the platform.

Bookkeeping / GL

Replaces QuickBooks Online, Xero

Full general ledger, or keep QBO running and let Maxed pull data via API. Max monitors entries and flags anomalies in real time.

Reporting & BI

Replaces Fathom, Jirav, Spotlight

Custom dashboards with firm-wide visibility. Ed can generate client-facing reports on demand - clients ask, Ed delivers.

CRM

Replaces HubSpot, Salesforce

Per-client timeline with every message, document, AI action, and team note. Max keeps it updated so nothing falls through.

Time Tracking

Replaces Harvest, Clockify, Toggl

Billable hours tracked and tied to WIP reporting and invoicing. No more end-of-month reconciliation.

Automation

Replaces Zapier, Make

Custom workflows that trigger across the whole platform - not between eight disconnected APIs.

You stay in charge. Always.

AI handles the repetitive work. You make the decisions.

Approval gates

Max drafts an email? You see it first. Nothing client-facing leaves without your explicit approval.

Full audit trail

Every action is logged. Every document routed, every email drafted - timestamped and traceable.

You set the rules

Decide what Max handles autonomously and what needs your review. Customize the guardrails.

Your expertise, amplified

AI handles the filing, chasing, and follow-up - so you have time for the work only you can do.

Your clients' data is safer here.

Built on proven, auditable infrastructure. No black boxes.

Data hostingDedicated instance per firm. Client data never commingled.
Financial dataPlaid-approved partner. Bank connections gated through Plaid infrastructure.
EncryptionAES-256 at rest, TLS 1.3 in transit.
Access controlsRole-based permissions, MFA enforced, full audit logging.
File storage integrationAPI integration with Egnyte if your firm uses it for file storage. Your existing files stay where they are.
Data portabilityFull export anytime. Your data, your control, forever.

One flat monthly fee. That's it.

No per-user fees. No per-client fees. No AI credit limits.

Maxed Platform + AI

Flat monthly fee per firm

  • Everything included: all modules, both AI agents, white-labeling, concierge migration
  • No per-user, no per-client, no AI credit fees
  • No long-term contracts. Cancel anytime. Your data comes with you.
Get a Quote →

Self-Host

Free Forever

For firms with technical resources

  • -Full platform, run on your own infrastructure
  • -No licensing fees, no vendor lock-in
  • -If you have a technical team or IT consultant, they can run the entire Maxed platform on your own servers - completely free
Learn more about self-hosting

Built on open-source code. Here's why that matters.

Open source means the software's code is publicly available for anyone to inspect, verify, and improve. There are no hidden backdoors, no secret data collection, and no black boxes. Thousands of developers worldwide review and strengthen the code continuously.

Best-in-class foundations

Every component in Maxed is used by thousands of organizations worldwide. ERPNext powers 15,000+ companies. Nextcloud is trusted by governments. Metabase is used by 50,000+ organizations.

Transparent security

Proprietary software asks you to trust them blindly. Open source shows its work. Every line of code is inspectable. Security researchers audit it continuously.

No vendor lock-in

Your data is yours. If you ever want to leave, export everything in standard formats. You can even run the entire platform on your own servers for free.

Enterprise-grade reliability

These aren't experimental tools. They're battle-tested software running critical operations at scale across industries, including finance and government.

Faster innovation

Open-source projects evolve faster than proprietary ones because thousands of contributors improve them simultaneously. You benefit from that velocity.

Lower cost, permanently

No licensing fees baked into the core. That's why Maxed can offer a flat monthly fee without per-user or per-client charges. The economics are fundamentally different.

Ready to see it in action?

Book a 20-minute call. We'll map your stack and show you exactly what changes.

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