Stack savings estimate

See what spend goes to tools Maxed replaces.

Select the tools your firm pays for. We total spend only from tools marked as replaceable; tools you keep, like DocuSign, Slack, Teams, and tax prep, are shown separately.

1Your tools

2Your firm

Select the tools your firm currently pays for

Practice Operations

Practice Management

Time Tracking

Workflow Automation

Team Communication

Client-Facing

Client Communication / Portal

CRM

Proposals & Engagement Letters

E-Signatures / PDF

Finance & Compliance

Bookkeeping / GL

Tax Preparation

Advisory / Valuation

Audit / Engagement

Data & Reporting

Document Management

BI / Reporting