Maxed

What Maxed does

Maxed replaces the expensive, fragmented software stack CPA firms use today with a single, flexible platform powered by AI agents. It provides best-in-class infrastructure at a fraction of the cost, automates manual work, and helps firms outpace competitors and serve more clients with their existing team. Maxed runs onboarding, billing, close, tax prep, documents, bookkeeping, and client portal in one place, with AI agents handling manual tasks. The platform is currently in beta and developed with founding design partners.

Products

• Maxed PlatformAn AI-native platform for CPA firms that unifies CRM, quotes and proposals, time and billing, month-end close, tax prep, documents, bookkeeping, approvals, and client portal into one connected system. It integrates with existing tax software and features AI agents for automation.
• Max (AI Agent)An AI agent that leads the back office, handling firm-side coverage including intake, books, close, tax prep, documents, and billing. It coordinates work across the back office with specialized AI agents and routes approvals to the user. Max can be accessed from anywhere in the app and can perform allowlisted bulk actions and multi-step routines.
• Ed (AI Agent)An AI agent that leads the client side, handling client-facing coverage such as replies, reminders, the branded portal, questionnaires, and share links. It handles client-facing work behind user approval.
• Return Review assistantAn AI assistant that reads a prepared tax return against its source documents, surfacing discrepancies like figures that disagree with source documents, potentially missed states, or notable changes from the prior year. It cites every flag to the document or line and requires human approval for any action.

Key capabilities

• AI-native platform
• Unified system for CPA firm operations (onboarding, billing, close, tax prep, documents, bookkeeping, client portal)
• Team of AI agents (Max for back office, Ed for client-facing)
• Automated manual work
• Works inside email (syncs with inbox, pulls client data)
• One connected system (CRM, proposals, time and billing, close, tax prep, documents, bookkeeping, approvals, portal)
• Human-in-the-Loop (approval gates for all client-facing actions)
• Full audit trail of AI agent actions
• Customizable agent rules and guardrails
• Grounded answers from client's own data
• Open-source platform components (integration adapters, spec, CLI, UI, deployment templates, statement normalizer, classifier shell)
• Tenant isolation for data security
• Encryption of client data (in transit and at rest)
• Least-privilege access
• Secrets handling
• No shared-model training on client data
• Refreshed visual interface
• Agentic assistant (Max) accessible from anywhere with Cmd+J
• Group-aware (handles households, owners and entities across related taxpayers)
• Dedicated Agents page with live status
• Real unread counts for client communications
• Contained threads for client conversations
• Auto-drafted replies for client communications (requires approval)
• First-class Entities (business records with engagements)
• Client Groups and households
• Firm-wide Notices board
• In-app Calendar
• One-click Workpapers
• Self-serve Billing via Stripe Customer Portal
• Onboarding discount carries into quote
• Multi-mailbox lead monitoring
• Document ingestion + auto-classification
• Transaction categorization
• Bank reconciliation
• Unusual-activity review
• Tax workpapers
• Accounts payable support
• Document request lists
• Month-end close review
• Tax-prep workflow
• System sync (integrations, data sync)
• Quote drafting
• Lead intake
• Deadline detection and follow-up
• Client reply drafts
• Grounded client answers
• Document reminders
• Firm-branded sending (email, portal)
• Portal uploads and tracking
• Re-engagement questionnaires
• Prospect questionnaires
• Client update capture
• Secure document sharing

Use cases

• Running an entire CPA firm (onboarding, billing, close, tax prep, documents, bookkeeping, client portal)
• Automating manual tasks in CPA firms
• Consolidating fragmented software stacks for CPA firms
• Improving efficiency and reducing costs in CPA firms
• Serving more clients with the same headcount
• Managing client communications and approvals
• Reviewing tax returns against source documents
• Organizing client entities and groups
• Tracking firm-wide notices and deadlines
• Generating workpapers
• Managing firm subscriptions and billing
• Monitoring leads from multiple mailboxes
• Document management and classification
• Bookkeeping and reconciliation
• Tax preparation workflow management
• Client relationship management (CRM)
• Proposal and quote generation
• Secure document sharing with clients

AI approach

Maxed is an AI-native platform for CPA firms that uses specialized AI agents (Max for back office, Ed for client-facing) to automate manual work like document ingestion, classification, transaction categorization, bank reconciliation, and client communications. The AI agents draft, route, categorize, reconcile, and chase, then hand work to humans for approval. The system is designed with human-in-the-loop principles, ensuring all client-facing outputs are approved by a CPA. It uses a 'read-only loop' over firm data and does not train shared models on client data.

Tech named: AI agents, open-source integrations, open-source tooling, open-source standards

Industries served

• CPA firms
• Accounting practices

What it says sets it apart

• AI-native platform, not just AI bolted onto existing tools
• One unified platform replaces 8-12 separate subscriptions
• AI agents handle manual work, with human approval for all client-facing actions
• Built with CPA firms, not just for them (founding design partners have direct input)
• Proven, auditable infrastructure with no vendor lock-in and portable data
• Concierge migration service from existing tools
• Open-source platform with commercial AI agents, providing transparency and control
• Data is tenant-isolated and not used for training shared models
• WISP-aligned security controls with SOC 2 Type II on roadmap
• Integrates with existing tax software while replacing surrounding fragmented layers

Funding rounds we track

From the AI funding tracker — rounds as reported by the linked publications.