One CPA platform.
Two AI agents.
Same team,
50% more clients.
Replace the expensive, fragmented software stack your firm is locked into today with a single, flexible platform powered by AI agents. Get best-in-class infrastructure at a fraction of the cost. Automate the manual work that buries your team every tax season. Leverage AI to outpace competitors and serve more clients with the team you already have.
You keep your tax prep software. Everything else: unified and automated.
Built into every part of the platform: Max handles your firm's back office. Ed handles your clients. You approve everything.
Firm Operations
REAL-TIME TELEMETRY
Active Intelligence Streams
What is Maxed?
Maxed is a unified CPA platform powered by AI agents that replaces the fragmented software stack around your tax prep system. It gives your firm one place to run operations, client communication, documents, billing, reporting, and automation without stitching together disconnected tools.
What does Maxed replace?
Practice management, client portal, document management, e-sign, reporting, CRM, time tracking, and workflow automation.
What do you keep?
Your tax prep software stays in place. Maxed replaces the fragmented layers around it and unifies everything else.
Why does this matter now?
Firms that leverage AI earlier will outpace the firms that do not. Maxed helps your team do that with real operating leverage, not another point solution.
Stop overpaying for software that makes
your team slower.
The firms that adopt AI now will outpace the ones that don't. Here's what that looks like.
Your firm spends too much on fragmented software that creates more manual work than it saves.
One flat fee. Your team spends their time on clients, not on copying data between tools.
“The pricing is like you're working with mafia. They blackmail you. Our software stack went up 51% from 2022 to 2025. You have all your files there, your records, historical data... you're kind of stuck and forced to pay.”
- FIRM OWNER, FORT LAUDERDALE
Maxed charges one flat monthly fee with no per-user or per-client pricing, and your data is fully exportable at any time. No lock-in, no surprises.
Meet Max and Ed.
Two AI agents built into every part of the platform. You control both.
You approve everything. Nothing goes out without your sign-off.
Here's what your clients would see.
Your brand. Your portal. Ed handles the rest.
Replace the tools. Automate the rest.
Every module included. No per-module upsells.
Practice Management
Clients, deadlines, WIP. Max auto-tracks deadlines and sends reminders when things slip.
Client Portal
White-labeled. Clients upload docs, pay invoices, and ask Ed questions, without emailing you.
Documents
Auto-organized by client and year. Max routes every upload to the right folder instantly.
Proposals & E-Sign
Engagement letters, signatures, tracking, archiving. One platform.
Bookkeeping / GL
Full GL or keep your current ledger and pull data via API. Max watches for anomalies in real-time.
Reporting & BI
Custom dashboards. Real-time. Ed can generate client reports on demand.
CRM
Per-client timeline: messages, docs, AI actions, team notes. One view.
Time Tracking
Billable hours tied to WIP and invoicing. No more reconciliation.
Automation & Email Sync
Custom workflows across the whole platform. Two-way email sync: Max ingests, routes to the right client file.
Two types of tools. One clear line.
Your compliance engine stays. Everything else gets replaced.
73% of CPA tools have a direct Maxed replacement. See the full directory →
You stay in charge. Always.
AI handles the grunt work. You make the decisions.
Approval gates
Max drafts an email? You see it first. Nothing client-facing leaves without your explicit sign-off.
Full audit trail
Every action Max and Ed take is logged. Every document routed, every email drafted, timestamped and traceable.
You set the rules
Decide what Max handles autonomously (filing docs) and what needs your review (client communications). Your guardrails.
Your expertise, amplified
AI replaces the copy-paste, the chasing, the filing, and the follow-up, so you have time for the work only you can do.
Maxed meets you where you are
Not ready to switch everything? Don't. Start with 10 clients on Maxed. Keep your existing tools running in parallel. Test it during a 3-month pilot. If it works, expand. If it doesn't, your stack is still there.
We handle the migration. You don't touch it. No spreadsheet exports, no manual imports, no rebuilding workflows.
Try Maxed [beta] →You already know your stack costs too much.
You see the invoices every month. None of them talk to each other. All of them go up every year.
See your firm's savings with Maxed →One flat monthly fee. That's it.
No per-user fees. No per-client fees. No AI credits to track. No annual price hikes.
Platform + AI agents + white-labeling + migration, all included.
Get a Quote →Maxed CPA Community
For firm owners who refuse to get left behind.
The gap between firms using AI and those that aren't is growing fast. This is where firm owners compare notes, share what works, and get early access.
“Right now I'm using different software for all of those things. Document management for one thing, workflow for another, invoicing for another. It's getting difficult keeping track of all those subscriptions. That's why I want to consolidate as much as possible.”
- MANAGING PARTNER, CPA FIRM, JACKSONVILLE, FL
“Much needed as we CPAs have been losing so much margin as technology develops.”
- PARTNER, TAX & ADVISORY FIRM, MINNEAPOLIS, MN
Common questions
I don't want to replace QuickBooks right now.
How secure is Maxed?
What if we ever need to leave Maxed?
We just went through a painful implementation. We can't do another.
My team won't adopt another new tool.
What about my file server (Egnyte, SharePoint, Google Drive)?
Do you have an app?
FIFI SIDDIQUI, FOUNDER & CEO OF MAXED
Same team. More clients. Less chaos.
Book a call with Fifi to learn more.