Platform
One platform to run your entire firm.
Maxed is the AI-native platform for CPA firms. CRM, quotes and proposals, time and billing, month-end close, tax prep, documents, bookkeeping, approvals, and the client portal live in one connected system.
On top of all of it, a team of AI agents, led by Max on the firm side and Ed on the client side, automates the manual work, then hands it to you to approve. It works inside your email. No vendor lock-in, and your data is fully portable.
The agent team
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.
Max leads the back office
Firm-side coverage
Intake, books, close, tax prep, documents, and billing. Max handles the firm-side work and routes approvals to you.
See the back-office team ↓Ed leads your client side
Client-side coverage
Replies, reminders, the branded portal, questionnaires, and share links. Ed handles client-facing work behind your approval.
See the client-facing team ↓Max leads the back office with a team of specialised AI agents
Specialised AI agents that do the following:
Max coordinates work across the back office of the firm with the following specialised AI agents. Every client-facing action stays behind your approval.
Document ingestion + auto-classification
Transaction categorization
Bank reconciliation
Unusual-activity review
Tax workpapers
Accounts payable support
Document request lists
Month-end close
Tax-prep workflow
System sync
Quote drafting
Lead intake
Deadline detection
Ed leads your client side with a team of specialised AI agents
Specialised AI agents that do the following:
Ed coordinates work across your client side with the following specialised AI agents. Every client-facing action stays behind your approval.
Client reply drafts
Grounded client answers
Document reminders
Firm-branded sending
Portal uploads
Re-engagement questionnaires
Prospect questionnaires
Client update capture
Secure document sharing
You approve everything. Every action is tenant-isolated, audited, and every client-facing output stays behind a CPA approval gate.
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.
The platform
Core firm modules, connected.
One system around your tax software, without publishing the operational details.
CRM + onboarding
Quotes + proposals
Time + billing
Month-end close
Tax prep workflow
Documents + binder
Bookkeeping
Approvals
Client portal
You keep your tax prep software
One clear line.
Your compliance engine stays in place. Maxed replaces the fragmented layers around it, the practice management, documents, portal, proposals, reporting, books, time, CRM, and automation, and unifies everything else into one platform.
Human-in-the-Loop
An AI you can audit.
The agents do the repetitive work. You make every decision that touches a client.
Approval gates
Max drafts an email, you see it first. Ed answers a client, you sign off. Nothing client-facing leaves without your explicit approval.
Full audit trail
Every action 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. Customize the guardrails per firm.
Grounded answers
Ed answers from the client's own real data, not a generic model guess, so what your clients see is accurate and defensible.
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. That means no black boxes, stronger security, and no lock-in.
Open standards, no lock-in
Your data stays portable and exportable anytime in standard formats. If you ever want to leave, you can.
Built in the open
Adapters, spec, CLI, deployment templates, and UI are open, so your firm gets clarity into how the system works.
Safer, not riskier
Banks run on open-source databases and card crypto is open. Open is how the most sensitive systems stay auditable.
Enterprise-grade reliability
Built on mature components already running critical workloads, which means stronger uptime and fewer surprises.
Tenant isolation
Row-level isolation keeps each firm's data separate, with encryption in transit and at rest and least-privilege access.
We do not train shared models on your data
Your client data is yours. We document exactly how we handle and secure it on the trust page.
Ready to see it in action?
Book a 20-minute call. We'll map your stack and show you exactly what changes. We're onboarding a small group of design partners at a discounted rate.