Turn What You Learn Into More Valuable Client Relationships.
Premium year-round education + MAX Intelligence + a built-in client education engine for firms ready to become more proactive.
Total Practice Platinum doesn't just keep you educated.
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.
Platinum Brings Education and Action Together.
Platinum brings together the professional education your firm needs to stay current with the practical tools to do something with what you learn.
Platinum Includes
But Platinum goes further.
Because staying informed is only valuable if you can turn that knowledge into better decisions, better conversations, and better service.
It's the Starting Point.
A new tax development comes out.
You learn what changed. Then MAX helps your firm move to the questions that create value:
Learn It. Research It. Apply It.
Ask MAX
- What does it mean?
- What authority supports it?
- Which clients are affected?
- Where are the planning opportunities?
- Who should we contact?
- What should we say?
- What should happen next?
Your Tax-Focused AI Intelligence Layer
MAX is designed to help tax and accounting professionals research, analyze, identify, and communicate.
Use MAX to investigate complex tax questions and supporting authority, explore client situations, uncover planning opportunities, and turn technical information into useful professional work.
And because MAX operates inside your professional workspace, your team doesn't have to depend on general-purpose consumer AI for sensitive practice workflows.
The MAX Skill Library Helps You Get to Work Faster
Your team shouldn't have to become AI experts to benefit from AI.
MAX includes purpose-built Skills that help structure common tax and practice tasks.
Use MAX Skills to help:
Choose the job you want to accomplish. MAX helps guide the work.
Put MAX to Work Across More of Your Client Base
Platinum significantly expands your ability to make MAX part of your firm's normal workflow.
Platinum Includes
Your Expertise Becomes More Valuable When Clients Actually See It.
Platinum gives your firm a built-in client education engine designed to help you stay visible, relevant, and useful throughout the year.
Instead of only contacting clients when a return is due or a deadline approaches, you can consistently deliver useful tax and planning information that creates reasons to stay engaged.
Your Client Education Engine Includes
One Tax Change Can Create an Entire Client Engagement Cycle
Imagine a meaningful tax change is announced. With Platinum, that one development can become:
A Learning Opportunity
Your team learns what changed through Total Practice.
A Research Workflow
MAX helps investigate the rule, the supporting authority, and the planning implications.
A Client Intelligence Opportunity
MAX helps identify which clients may be affected.
A Blog Article
Your firm educates clients and prospects on what the change could mean.
An Email Newsletter Topic
You bring the insight directly into your clients' inboxes.
A Targeted Campaign
You reach the clients most likely to need additional guidance.
A Planning Conversation
The right education reaches the right client at the right time.
That's the power of bringing education, intelligence, and communication together.
One Connected System
This is how professional education becomes a growth and retention engine for the practice.
LEARN
Stay current with Total Practice education.
RESEARCH
Use MAX to understand the issue and supporting authority.
IDENTIFY
Find the clients and planning opportunities that may matter.
EDUCATE
Use your blog, email newsletter, and client-ready content to explain what's happening.
ENGAGE
Launch relevant, personalized client conversations.
ADVISE
Turn knowledge into higher-value year-round service.
Most Firms Already Have Opportunities Sitting Inside Their Clients.
The hard part is finding them consistently.
MAX helps your firm combine what you're learning with what you know about your client base to uncover where conversations may be needed.
That could mean identifying:
Instead of relying entirely on memory, spreadsheets, or chance, your firm can begin making client intelligence part of its normal workflow.
$599/year
Includes one user, up to 25 imported clients, and 25,000 annual MAX credits.
Stay educated. Stay current. Start turning tax knowledge into action.
Choose Total Practice Platinum →For questions, call 1-800-384-1101.
Need More Client Capacity?
Solo includes 25 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 higher-tier features.
If you're actively using MAX across a larger portion of your client base, Gold may be the better overall value.
Want to Add Another User?
Additional Total Practice Platinum users are $399/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.
Add Additonal User