Total Practice combines year-round CPE, client-ready education, and MAX Intelligence in one annual membership built for tax and accounting professionals.
MAX helps you research tax questions, identify which imported clients may be affected, and prepare personalized outreach for your review.
Most continuing education explains what changed and leaves the rest to you. Total Practice helps you stay current, explain the change to clients, and use MAX Intelligence to find the people who may need your help.
Traditional CPE
Total Practice
Every important tax change can become a reason to help a client.
Get practical education and tax updates throughout the year, not only during tax-update season.
Explain important changes to clients without researching and writing every communication from scratch.
MAX connects what you learn to the clients who may need to hear from you.
MAX Intelligence connects Total Practice education and expert-reviewed tax guidance with the clients you import. Understand the change, identify who may be affected, and prepare the next client conversation.
MAX listens. MAX suggests. MAX drafts. You decide.
Understand the Change
Ask MAX a tax or planning question and receive a clear, cited answer grounded in expert-reviewed CountingWorks guidance.
Identify the Clients
MAX reviews the clients imported into your workspace and identifies possible matches based on relevant facts and planning triggers.
Prepare the Conversation
MAX prepares a personalized explanation, email, or recommended next step for professional review.
MAX identifies potential opportunities and prepares the communication. The tax professional reviews the facts, applies professional judgment, and approves the next step.
MAX identifies the opportunity. You decide what happens next.
For Independent Professionals
$299 / year
Stay Current and Start Using MAX.
Built for independent tax professionals who want year-round education and a simple way to start using MAX Intelligence with their client base.
$199 / additional user / year
Choose SoloMost Popular
$399 / year
Your Complete Annual Education Membership.
Built for professionals who want the full annual education program, the 16-hour Virtual Tax Update, and more MAX capacity for a growing practice.
$299 / additional user / year
Choose GoldFor Growing Firms
$599 / year
Premium Access for Scaling Firms.
Built for growing firms that need unlimited MAX capacity, priority support, and advanced features to serve more clients efficiently.
$399 / additional user / year
Choose PlatinumHow MAX credits work
Every Total Practice membership includes an annual MAX credit allocation and a defined client capacity. Higher membership levels allow firms to work with more clients and use MAX more frequently.
MAX credits are used when MAX researches an issue, reviews client information, identifies possible opportunities, or prepares personalized communication. Included MAX credits remain available throughout the annual membership term. Additional MAX credits may be purchased when needed.
Every Total Practice membership includes one user and can add more. Each additional user receives their own login and CPE certificates while working within the firm's shared Total Practice account.
Additional users receive access to the education included in the firm's membership, individual course history and CPE certificates, and access to the shared firm MAX workspace.
| Membership | Per additional user |
|---|---|
| Solo | $199 / user / year |
| Gold | $299 / user / year |
| Platinum | $599 / user / year |
Every plan includes one user. Add additional professionals at the annual rate above.
Add Additional Users →How Shared Access Works
Yes. All users within the firm draw from the same annual MAX credit pool.
Yes. The imported-client limit applies to the firm's shared MAX workspace.
No. Additional users expand education access and firm participation. MAX credits and client capacity remain tied to the membership level.
Yes. Solo, Gold, and Platinum memberships may all add additional users at the approved annual rate for that plan.
Yes. Each paid user receives their own login, course history, and CPE certificates for the courses they complete.
The tax updates are practical and grounded. I return every year because the material is current and I can put it to work the next day.
EA · Independent Practice
The instructors clearly practice tax. It's the difference between reading a rule and actually understanding how it applies to real clients.
CPA · Small Firm
Being able to stay current throughout the year — not just in January — has changed how I plan with clients.
EA · Multi-Partner Firm
Placeholder testimonials shown pending final verification of quotes, names, and firm attribution. MAX Intelligence testimonials will be added once verified MAX customer quotes are available.
Mike Gleeson, MST
Director of Tax Intelligence, CountingWorks PRO
Mike leads the development of CountingWorks' tax knowledge, research, content, and AI-powered guidance systems. His experience spans tax policy, government, research, and professional education.
Lee Reams Sr., EA
Senior Editor | CTEC Board Member
Lee brings decades of tax education and editorial experience to the review of courses, updates, and technical guidance. As an Enrolled Agent and CTEC board member, he helps ensure the content is practical and useful to working tax professionals.
Lee Reams II
Founder, CountingWorks | Practice Growth Strategist
Lee focuses on helping tax and accounting firms turn education, client communication, and AI into stronger client relationships, advisory opportunities, and practice growth.
Editorial & Technical Review Team
Research · QA · Course Development
A dedicated team of researchers, editors, and course developers reviews the education, updates, and expert guidance that support Total Practice and MAX Intelligence.
Total Practice courses are developed and administered in accordance with applicable professional education requirements. Review provider information, credit policies, complaint procedures, and state-specific disclosures.
NASBA QAS
Registered Sponsor of Continuing Professional Education
IRS Approved
IRS Continuing Education Provider
CTEC Approved
California Tax Education Council Provider
Start with learning. Grow into CountingWorks PRO.
Total Practice gives tax professionals education, client-ready content, and MAX Intelligence without requiring them to replace their current practice-management system.
When a firm is ready for deeper client intelligence, workflows, proposals, payments, campaigns, and practice-growth capabilities, it can expand into CountingWorks PRO.
Education, client content, and MAX Intelligence.
Firm-wide client experience, workflows, automation, and growth.
Stay current, educate your clients, and use MAX Intelligence to find opportunities inside the relationships you already have.
