---
title: Introducing File AI Summary — Powered by MAX
description: "We’re excited to announce a major enhancement inside Client Hub: File AI Summary, a new AI-driven tool that helps you review client documents faster and more efficiently than ever."
---

[Skip to content](https://help.countingworkspro.com/introducing-file-ai-summary-powered-by-max#main-content)

English

Show submenu for translations

![countingworks-pro-logo](https://help.countingworkspro.com/hs-fs/hubfs/countingworks-pro-logo.png?width=400&height=56&name=countingworks-pro-logo.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to countingworkspro.com

 Go to countingworkspro.com

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.countingworkspro.com/?hsLang=en)
2. [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en)
3. [ClientHub](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#clienthub)

# Introducing File AI Summary — Powered by MAX

## We’re excited to announce a major enhancement inside Client Hub: File AI Summary, a new AI-driven tool that helps you review client documents faster and more efficiently than ever.

### What’s New

#### **AI-Generated Document Summaries**

- You no longer need to open every client file to understand what’s inside.  
  MAX can now automatically scan and summarize documents for you.
- Simply open the Files section and look for the “Summary” option next to each document. With one click, MAX will generate a clean, readable overview that you can copy into Google Docs, Word, spreadsheets, and more.
- This is a huge time-saver for reviewing multi-page PDFs, tax documents, financial statements, and client uploads.

![](https://help.countingworkspro.com/hs-fs/hubfs/I1-jpg-1.jpeg?width=1087&height=656&name=I1-jpg-1.jpeg)

#### Redesigned Files Experience

Along with AI summaries, the entire Files section has been upgraded with:

- A cleaner, modern layout
- Faster navigation
- Better tagging and organization tools
- A more intuitive folder structure

Your client documents are now easier to manage and quicker to work through.

#### ![](https://help.countingworkspro.com/hs-fs/hubfs/I2-jpg.jpeg?width=1330&height=628&name=I2-jpg.jpeg) Auto-Scraping: Enable Summaries Automatically

You can choose how MAX processes your documents:

- New uploads only
- All existing documents (this may take additional time)
- Exclude specific clients

**To turn this on, go to:**  
Settings → Documents → Enable Auto Scraping

Once enabled, MAX handles the rest.

![](https://help.countingworkspro.com/hs-fs/hubfs/image%20(12)-png.png?width=923&height=804&name=image%20(12)-png.png)

#### Terms of Service Update

As part of this feature rollout, our Terms of Service are being updated.

After the update:

- Auto-Scraping will be enabled by default for new uploads only
- Clients who opt out will be automatically excluded

#### A Faster, Smarter Way to Work

File AI Summary is designed to save you time, streamline document reviews, and help you work more strategically — without digging through every file manually.

If you have questions or need help getting set up, our support team is here for you via chat, email, or phone appointment.

- [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#main-content)

    - [Signing up with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#signing-up-with-countingworks-pro)
    - [Choosing the right CountingWorks PRO plan](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#choosing-the-right-countingworks-pro-plan)
    - [CountingWorks PRO Pricing](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-pricing)
    - [Building my Website](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#building-my-website)
    - [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-onboarding-process)
- [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#main-content)

    - [General](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#general)
    - [MAX AI](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#max-ai)
    - [Website](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#website)
    - [Reviews](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#reviews)
    - [PracticeBot](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#practicebot)
    - [Social Media](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#social-media)
    - [Leads](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#leads)
    - [Subscriber Lists](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#subscriber-lists)
    - [Newsletters](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#newsletters)
    - [Campaigns](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#campaigns)
    - [ClientHub](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#clienthub)
    - [Appointments](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#appointments)
    - [Manage Team](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#manage-team)
    - [AI Agents](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#ai-agents)
    - [Client View](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#client-view)
    - [Marketing Library](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#marketing-library)
- [Portal 2.0](https://help.countingworkspro.com/portal-2-0?hsLang=en#main-content)

    - [Getting Started](https://help.countingworkspro.com/portal-2-0?hsLang=en#getting-started)
    - [Messages](https://help.countingworkspro.com/portal-2-0?hsLang=en#messages)
    - [TeleAccountant](https://help.countingworkspro.com/portal-2-0?hsLang=en#teleaccountant)
    - [Clients](https://help.countingworkspro.com/portal-2-0?hsLang=en#clients)
    - [Social Media](https://help.countingworkspro.com/portal-2-0?hsLang=en#social-media)
    - [Communications](https://help.countingworkspro.com/portal-2-0?hsLang=en#communications)
    - [Leads](https://help.countingworkspro.com/portal-2-0?hsLang=en#leads)
    - [Admin Users and Roles](https://help.countingworkspro.com/portal-2-0?hsLang=en#admin-users-and-roles)
    - [Website](https://help.countingworkspro.com/portal-2-0?hsLang=en#website)
    - [eSign](https://help.countingworkspro.com/portal-2-0?hsLang=en#esign)
    - [Marketing Library](https://help.countingworkspro.com/portal-2-0?hsLang=en#marketing-library)
    - [Appointment Scheduler](https://help.countingworkspro.com/portal-2-0?hsLang=en#appointment-scheduler)
    - [Trello](https://help.countingworkspro.com/portal-2-0?hsLang=en#trello)
    - [Blog Content](https://help.countingworkspro.com/portal-2-0?hsLang=en#blog-content)
    - [Email Notifications](https://help.countingworkspro.com/portal-2-0?hsLang=en#email-notifications)
    - [Marketplace](https://help.countingworkspro.com/portal-2-0?hsLang=en#marketplace)
    - [Cancellation](https://help.countingworkspro.com/portal-2-0?hsLang=en#cancellation)
    - [Miscellaneous Issues](https://help.countingworkspro.com/portal-2-0?hsLang=en#miscellaneous-issues)
    - [Portal Client View](https://help.countingworkspro.com/portal-2-0?hsLang=en#portal-client-view)
    - [2.0 System Performance](https://help.countingworkspro.com/portal-2-0?hsLang=en#2-0-system-performance)
- [CountingWorks Learning Center](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#main-content)

    - [Virtual Tax Update & Review Conference](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#virtual-tax-update-review-conference)
    - [How do I take a course?](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#how-do-i-take-a-course)
    - [Passwords and Settings](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#passwords-and-settings)
    - [General Information](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#general-information)
    - [ClientWhys Connect Tax Forum](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#clientwhys-connect-tax-forum)
    - [Big Book of Taxes](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#big-book-of-taxes)
- [Green Portal](https://help.countingworkspro.com/green-portal?hsLang=en#main-content)

    - [Automated Newsletter](https://help.countingworkspro.com/green-portal?hsLang=en#automated-newsletter)
    - [eSign](https://help.countingworkspro.com/green-portal?hsLang=en#esign)
    - [Online Appointments & Reminders](https://help.countingworkspro.com/green-portal?hsLang=en#online-appointments-reminders)
    - [Client Management](https://help.countingworkspro.com/green-portal?hsLang=en#client-management)
    - [Improve Your Presence](https://help.countingworkspro.com/green-portal?hsLang=en#improve-your-presence)
    - [Message Center](https://help.countingworkspro.com/green-portal?hsLang=en#message-center)
    - [Professional View Portal](https://help.countingworkspro.com/green-portal?hsLang=en#professional-view-portal)
    - [Tips & Tricks](https://help.countingworkspro.com/green-portal?hsLang=en#tips-tricks)
    - [Domains](https://help.countingworkspro.com/green-portal?hsLang=en#domains)
    - [Website Editor Plugins](https://help.countingworkspro.com/green-portal?hsLang=en#website-editor-plugins)
    - [Website Editor](https://help.countingworkspro.com/green-portal?hsLang=en#website-editor)
    - [Social Media](https://help.countingworkspro.com/green-portal?hsLang=en#social-media)
    - [Admin Users and Roles](https://help.countingworkspro.com/green-portal?hsLang=en#admin-users-and-roles)
    - [Security](https://help.countingworkspro.com/green-portal?hsLang=en#security)
    - [Leads - Automated Lead Management](https://help.countingworkspro.com/green-portal?hsLang=en#leads-automated-lead-management)
    - [Communication - Special Announcements](https://help.countingworkspro.com/green-portal?hsLang=en#communication-special-announcements)
    - [Subscriber Management](https://help.countingworkspro.com/green-portal?hsLang=en#subscriber-management)
    - [Client Alerts](https://help.countingworkspro.com/green-portal?hsLang=en#client-alerts)
    - [Greetings](https://help.countingworkspro.com/green-portal?hsLang=en#greetings)
    - [Portal Client View](https://help.countingworkspro.com/green-portal?hsLang=en#portal-client-view)
- [TaxBuzz / CountingWorks](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#main-content)

    - [TaxBuzz Ai](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#taxbuzz-ai)
    - [Tools](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#tools)
    - [Section Heading](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#section-heading)
    - [Update Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#update-your-listing)
    - [Claim Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#claim-your-listing)
- [Rackspace Email Set Up](https://help.countingworkspro.com/rackspace-email-set-up?hsLang=en#main-content)

    - [Leaving Rackspace](https://help.countingworkspro.com/rackspace-email-set-up?hsLang=en#leaving-rackspace)
- [General](https://help.countingworkspro.com/general?hsLang=en#main-content)

    - [System Status](https://help.countingworkspro.com/general?hsLang=en#system-status)
    - [Announcements](https://help.countingworkspro.com/general?hsLang=en#announcements)
    - [Billing](https://help.countingworkspro.com/general?hsLang=en#billing)
    - [Managing My Account](https://help.countingworkspro.com/general?hsLang=en#managing-my-account)
    - [Domains](https://help.countingworkspro.com/general?hsLang=en#domains)
    - [Support and Technical Issues](https://help.countingworkspro.com/general?hsLang=en#support-and-technical-issues)
    - [Email Security and Spam Warnings](https://help.countingworkspro.com/general?hsLang=en#email-security-and-spam-warnings)
    - [ADA Compliance](https://help.countingworkspro.com/general?hsLang=en#ada-compliance)
- [ADP](https://help.countingworkspro.com/adp?hsLang=en#main-content)

    - [ADP Video Tutorials](https://help.countingworkspro.com/adp?hsLang=en#adp-video-tutorials)
    - [Profile and Settings](https://help.countingworkspro.com/adp?hsLang=en#profile-and-settings)
- [CW Employees](https://help.countingworkspro.com/cw-employees?hsLang=en#main-content)

    - [Account Basics](https://help.countingworkspro.com/cw-employees?hsLang=en#account-basics)
    - [Bugs](https://help.countingworkspro.com/cw-employees?hsLang=en#bugs)
    - [Website Launching](https://help.countingworkspro.com/cw-employees?hsLang=en#website-launching)

[![Chill listening crop-3](https://help.countingworkspro.com/hs-fs/hubfs/CountingWorks_Pro_Stacked_180w-(1)a.png?width=83&height=32&name=CountingWorks_Pro_Stacked_180w-(1)a.png "Chill listening crop-3")](https://www.countingworkspro.com/)

countingworkspro.com Help Center

Copyright © 2026, CountingWorks, Inc.