Stay Current. Earn CPE. Start Putting Tax Intelligence to Work.
Year-round tax education + MAX Intelligence for independent tax professionals.
Total Practice Solo gives you the education you need to stay current—plus a practical way to start using MAX Intelligence for tax research, planning ideas, and client conversations.
No complicated implementation. No need to become an AI expert.
Just better education, better research, and a smarter way to put what you learn to work.
Annual subscription. Renews automatically unless canceled.
Traditional CPE helps you earn the hours.
Total Practice is designed to help you use what you learn after the course ends.
Stay on top of changing tax laws, deepen your planning knowledge, get practical guidance, and begin using MAX with a select group of your own clients.
Traditional CPE
- Take the course.
- Earn the credit.
- Return to work.
Total Practice Solo
- Learn what changed.
- Research how it could apply.
- Start the client conversation.
Your Solo Membership Includes
Everything you need to stay current, earn your CPE, and start putting tax intelligence to work.
Traditional CPE helps you earn the hours.
Total Practice is designed to help you use what you learn after the course ends.
Stay on top of changing tax laws, deepen your planning knowledge, get practical guidance, and begin using MAX with a select group of your own clients.
- Take the course.
- Earn the credit.
- Return to work.
- Learn what changed.
- Research how it could apply.
- Start the client conversation.
Built for the Independent Tax Professional
You don't need a large firm to benefit from year-round education and tax intelligence.
Solo is ideal if you want to:
Learn It. Research It. Use It.
A tax law changes. You learn what happened through Total Practice. Then MAX helps you move to the questions that matter:
What does this mean?
Could this affect one of my clients?
Is there a planning opportunity?
What should I research further?
How can I explain it clearly?
That's the difference between simply completing CPE and building a more proactive practice.
Your 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
Skip the Prompt Engineering
MAX Skills Help You Get to Work Faster
You don't need to figure out the perfect AI prompt. MAX includes purpose-built Skills that guide the work for you.
Use MAX Skills to help:
Choose what you want to accomplish and let MAX help structure the work.
Learn It. Research It. Use It.
A tax law changes. You learn what happened through Total Practice. Then MAX helps you move to the questions that matter:
What does this mean?
Could this affect one of my clients?
Is there a planning opportunity?
What should I research further?
How can I explain it clearly?
That's the difference between simply completing CPE and building a more proactive practice.
Built for the Independent Tax Professional
You don't need a large firm to benefit from year-round education and tax intelligence.
Solo is ideal if you want to:
- Stay current throughout the year
- Complete your CPE in one place
- Research tax questions faster
- Explore planning opportunities
- Start using AI without changing your entire practice
- Become more proactive with selected clients
Learn It. Research It. Use It.
A tax law changes. You learn what happened through Total Practice. Then MAX helps you move to the questions that matter:
- What does this mean?
- Could this affect one of my clients?
- Is there a planning opportunity?
- What should I research further?
- How can I explain it clearly?
That's the difference between simply completing CPE and building a more proactive practice.
$299/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 Solo →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 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