Stop Guessing.
Start Growing.
The complete marketing system for accountants who want more clients - quickly, easily, and reliably.
Tired of juggling
multiple tools?
Stop throwing money at marketing that doesn't work. Replace your patchwork of subscriptions with one powerful, integrated system designed specifically for accountants.
The All-in-One Platform
Discover the 13 powerful features that make Client Max the ultimate growth engine for your accountancy practice.
Artificial Intelligence
It's called Client Max for a reason! There's so much cutting-edge AI tech included in the system to make your life easy.
- Write emails & website copy instantly
- Generate images for your marketing
- Respond to chat messages automatically
- Let AI do the heavy lifting for you
Automated Marketing Campaigns
You'll be able to automate so much with Client Max. Just drag and drop to create a flowchart-like structure because all the functionality is built into the system.
- Drag-and-drop campaign builder
- Automated follow-up sequences
- Trigger actions based on client behavior
- Set it and forget it reliability
Email Marketing
As you'd expect, it has a brilliant email marketing function. You can create emails from scratch, use pre-written templates, or get the AI to write them for you.
- Best-in-class split testing included
- High deliverability rates
- Beautiful responsive templates
- Smart AI writing assistant
2-Way Texting
Other systems can send text messages out but Client Max is one of the few systems that comes with true 2-way text messaging.
- Send texts directly from the system
- Get replies straight into your inbox
- Send 'en-masse' broadcasts
- Have personal 1:1 conversations
Omnichannel Inbox
Never miss another lead or enquiry again because Client Max collates ALL your inbound messages and leads – whatever the source – all into one place.
- Facebook & Instagram messages
- Google Business Profile reviews
- Email replies & text messages
- No more logging into multiple platforms
Pre-Loaded Templates
Your Client Max account comes pre-loaded with dozens of emails, landing pages, automated campaigns and other templates which have been written, tried and tested.
- Full 52-week follow up campaigns
- Lead magnet campaigns included
- Just fill in the gaps to swipe and deploy
- Written by marketing experts
Want to see Client Max in action?
Book a Bespoke Demo of Client Max
Book a Zoom Call with the Team to discover if Client Max is right for you
Full Website Builder
Wave goodbye to the headaches of dealing with web developers. Client Max has the most intuitive platform that enables you to create full feature websites with zero coding knowledge.
- Intuitive drag-and-drop tools
- Zero coding knowledge required
- Mobile-responsive designs
- Create a site in minutes, not months
Funnels & Landing Pages
Websites are important, but you need landing pages and marketing funnels to generate leads and sales! Client Max comes with unlimited sales and marketing funnels.
- Import existing funnels easily
- Design with simple drag and drop
- Pre-loaded successful funnels
- Maximize your conversion rates
Fully Customisable Form Builder
Create lead forms within Client Max (and style them exactly how you want!) which live on your existing pages to automatically add your leads into the system.
- Create custom lead capture forms
- Build SurveyMonkey style surveys
- Integrate beautifully into any page
- Automatic lead data entry
Review Management
Explode your 5-star review count with Client Max's automated review request features! Systematically collecting reviews is no longer a challenge.
- Automatically collect reviews
- Display them beautifully on your site
- Fully customisable widgets
- Build trust on autopilot
Virtual Phone System
Client Max is fully equipped with the latest 'click-to-call' technology which means you can use your computer as a phone to instantly call leads and customers.
- Click-to-call technology
- Built-in tracking numbers
- Call recording features
- Call from anywhere
Full Calendar Booking System
Client Max has its own full service calendar application built in – so you no longer need Calendly or any other calendar subscription because it's all included.
- Book meetings directly in calendar
- Round-robin scheduling for teams
- Custom buffer times & limits
- Automated appointment reminders
Invoicing & Payments
Streamline your billing with built-in invoicing and payment processing. Send professional invoices and get paid faster with seamless integrations.
- Stripe & PayPal integration
- Send professional quotes & invoices
- Seamless bookkeeping integration
- Track payments automatically
Want to see Client Max in action?
Book a Bespoke Demo of Client Max
Book a Zoom Call with the Team to discover if Client Max is right for you
One Plan. Everything Included.
No hidden fees. No complicated tiers. Just one simple subscription to grow your practice.
Base Subscription
Everything you need to generate consistent leads, automate marketing processes, and grow your accounting practice.
No credit card required • Cancel anytime
Need more support? One-to-one coaching available upon request for Marketing and Practice Growth.
Trusted by Accountants Like You
"Client Max has completely transformed how we handle our marketing. We're getting consistent leads every week without having to constantly chase them."
"Client Max has completely transformed how we handle our marketing. We're getting consistent leads every week without having to constantly chase them."
"Client Max has completely transformed how we handle our marketing. We're getting consistent leads every week without having to constantly chase them."
Client Max Integrations
Client Max can integrate with almost every platform out there. The following have 'one-click' integrations built in to the system:
Want to integrate something else?
It's easy! Thanks to Client Max's Zapier Connection and full service API. Our support team can help you integrate and connect virtually any tool or system with the Client Max platform.
Zapier Connections
Connect over 5,000+ other tools and systems instantly.
Advanced API
Full-service API to connect with any platform on the planet.
Integrate with Zapier
Master Your Marketing with Our Free Resources
Join our community on YouTube for weekly tips, tutorials, and strategies specifically designed for accountants who want to grow their practice.
Stop Guessing.
Start Growing.
Join hundreds of accountants who are scaling their practice with Client Max. Start your free 7-day trial today.
No long-term contracts. Cancel anytime.