Turn Tax Knowledge Into Client Opportunities.
Complete year-round education plus expanded MAX Intelligence for professionals ready to put what they learn to work across more of their practice.
Staying current is only half the job.
Total Practice Gold helps you understand what's changing in tax, and then use MAX Intelligence to research complex issues, identify affected clients, highlight planning opportunities, and create more proactive client conversations.
It's professional education designed to keep working after the course ends.
Annual subscription. Renews automatically unless canceled.
Tax Professionals Need More Than Hours.
They need clear explanations, timely updates, practical examples, planning strategies, and tools that help them apply what they've learned.
Gold brings those pieces together.
Gold IncludesYour Tax-Focused AI Intelligence Layer
MAX helps bridge the gap between learning something and doing something with it.
Use MAX inside your professional workspace to research tax questions, explore planning strategies, analyze client situations, and turn complex tax topics into clearer client conversations.
Instead of relying on general-purpose consumer AI for professional tax work, MAX is built around the needs of tax and accounting professionals.
MAX listens. MAX suggests. MAX drafts. You decide.
Solo Includes
- Up to 25 imported clients
- 25,000 MAX credits annually
- Tax research and tax intelligence
- Planning and advisory opportunity analysis
- Client impact analysis
- Personalized client communication assistance
- Client-ready tax content and resources
- Access to your firm's MAX workspace
- Core Total Practice tools
Get a Better Starting Point Than a General AI Chatbot
MAX is designed around professional tax and accounting workflows.
Use it to research technical questions, investigate tax rules and supporting authority, analyze scenarios, and organize your thinking before making a recommendation.
And because MAX lives inside your professional workspace, you don't have to depend on consumer AI tools for sensitive practice work.
MAX Skills Do the Heavy Lifting
MAX includes purpose-built Skills that help structure common tax and client workflows.
Use the MAX Skill Library to help:
- Research complex tax questions
- Investigate IRC provisions and tax authority
- Analyze tax planning strategies
- Identify clients potentially affected by a tax development
- Highlight planning and advisory opportunities
- Organize client planning memos
- Draft client-ready explanations and communications
Choose the job you want to accomplish and MAX helps guide the process.
Gold Includes
- Up to 100 imported clients
- 100,000 MAX credits annually
- Tax research and tax intelligence
- Planning and advisory opportunity identification
- Greater capacity for client analysis
- Personalized client communication assistance
- Expanded client-ready campaigns and educational resources
- Shared MAX workspace
- Custom branding
- Blog landing page
- Expanded Total Practice capabilities
Finish a Tax Update. Then Find the Conversations.
Imagine completing a monthly tax update and immediately being able to explore:
Which clients may need a planning conversation
Which business owners could be affected
Where a retirement or entity strategy may warrant discussion
What additional research should be completed
Who should receive proactive education
How to communicate the opportunity clearly
Learn → Research → Identify → Communicate → Advise
That's the Total Practice model. One membership brings those pieces together.
Built for Professionals Who Want to Be More Proactive
Gold is ideal for established solo practitioners and smaller firms that want MAX working across a meaningful portion of their client base.
Gold is best for you if you want to:
“This has been the greatest resource for a single practitioner. Thanks so much for being there with the answers.”
$399/year
Includes one user, up to 100 imported clients, and 100,000 annual MAX credits.
Don't just keep up with tax law. Put it to work.
For questions, call 1-800-384-1101.
“An incredible value & a huge asset to our profession!”
Need More Client Capacity?
Gold includes 100 imported clients.
Add additional database capacity at any time:
+250 clients
$99/year
+500 clients
$179/year
+1,000 clients
$299/year
Client add-ons increase database capacity only. They do not include additional MAX credits, users, or Platinum-level functionality.
Need More Than Database Space?
If you simply need more client records, add capacity. If you're actively using MAX across a much larger portion of your client base, Platinum may be the better value because it significantly increases both client capacity and MAX usage.
Want to Add Another User?
Additional Total Practice Solo users are $199/year each.
Each additional user receives their own login, course history, and CPE certificates, along with access to your firm's shared Total Practice education and MAX workspace.
Call 1-800-384-1101 to Add a User