Optimax was born out of experience — and the desire to make independence possible for every tax professional. After years of working within a firm, I knew I could serve clients better if I had the freedom to work on my own terms. But the path forward was unclear: no tools, no guidance, no roadmap. That frustration became fuel. Today, Optimax exists to remove those same roadblocks for others. We provide the software, training, and support professionals need to go independent with confidence. At Optimax, we don’t just offer solutions — we empower transformation.