MegaMind Learn

Meet Your Agents

Each agent is a specialist.

Built on authoritative corpora and tuned for SAX workflows — not a generic chatbot.

SAGE

Employee directory, SOPs, policies & internal knowledge

General Operations · 10.7K+ docs

CPA

Tax research · IRC · IRS guidance · 1.1M+ documents

Tax & Advisory

Auditor

PCAOB · AU-C · GASB · Yellow Book · 121K+ documents

Assurance & Audit

TECH

SAXTech IT Support · infrastructure · Azure · ConnectWise

SAXTech IT Support · 10K+ docs

Trainer

Onboarding · CPE · learning paths · 41K+ training materials

Learning & Development

Diligence

M&A due diligence · deal analytics · transaction documentation

M&A Intelligence · 🔒 Restricted

Wealth

ERISA · SEC/FINRA · Retirement planning · SAX Wealth SOPs · 250K+ documents

SAX Wealth Advisors

CAS

QuickBooks Online · DoubleHQ · bookkeeping · payroll · financial reporting

Client Accounting Services · 🔒 Restricted

Finance

Firm finance · Sage Intacct · Power BI · Workday

Firm Finance · 🔒 Restricted

What MegaMind Can Do

Nine specialized agents.
Infinite possibilities.

Each MegaMind agent is trained on an authoritative corpus and optimized for your firm's specific workflows.

Platform Usage

MegaMind by the numbers.

Live stats showing how SAX staff are using MegaMind this month — conversations, tokens, and agent adoption across the firm.

Chats This Month

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total conversations · this month

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Tokens Consumed

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input + output · this month

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Avg Tokens / Day

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daily average · this month

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Output Tokens

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written back to you · this month

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Most Used Agents · this month

SAGE — General Operations

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CPA — Tax & Advisory

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TECH — SAXTech IT Support

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Auditor — Assurance

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Trainer — L&D

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Diligence — M&A

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Wealth — Wealth Advisory

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What is a token?

A token is the basic unit of text that AI models read and write. Words get split into tokens. Anthropic puts one token at roughly 3.5 English characters, and a million tokens at about 555,000 words.

Every message you send (input tokens) and everything MegaMind writes back (output tokens) counts toward your monthly usage. The memory, sources, and history MegaMind reads before it answers count as input too, which is why one answer costs far more than the message you typed.

1M tokens in · context window per session on Claude Opus 5.5

128K tokens out · longest single reply the model can write

~216K tokens in · one MegaMind answer, median

~3.6K tokens out · one MegaMind answer, median

The context window and reply limit are Anthropic's published figures for Claude Opus 5.5. The medians are measured on MegaMind's own usage ledger: 176 answers on the engine that came before it, Claude Fable 5.1, September 3 to 4, 2026.

Tokens by model, input vs output, this month

Daily Conversations by Agent

Loading the token metrics feed

MegaMind 9.0 Guide

New in 9.0 — and how to use it.

Version 9 builds on the 8.0 foundation — memory, skills, routines, the document engine and live collaboration — and adds an assistant that works your own computer, projects with linked folders, real-time voice, a ninth specialist for firm finance, and your firm's live systems wired straight in. It runs on the newest models: Claude Opus 5.5, GPT 6.1 Sol and GPT 6 Astra.

📎

The documents you attach are the documents it builds from

Version 9's first promise: attach a file and every answer, edit and generated document is grounded in that file — never a guess from memory. Hand MegaMind an existing Word, Excel, PowerPoint or PDF to refine in place, or attach up to 100 files and 150 MB per message. Everything you generate lives on the Artifacts page.

🧭

Just ask — MegaMind routes, and specialists hand off

Every message is read and routed to the best specialist automatically, mid-conversation included. In 9.0 any specialist can bring in another one right in your chat — ask SAGE a firm-finance question and FINANCE picks it up; ask CPA where someone is and SAGE answers. Restricted specialists (FINANCE, DILIGENCE, CAS) appear only for members of their team.

📈

MegaMind FINANCE — the firm's own numbers

A ninth specialist for the Finance team: Sage Intacct (GL, AP, cash, budget vs actual), firm-wide WIP, AR aging, billing, collections and realization straight from Practice Management, ProStaff scheduling, the Power BI finance dashboards and Workday headcount. Ask for a full client or engagement list and it hands you the complete file — no row caps, no batches.

⏱️

Your hours, your billing status, your schedule

Every SAX person can now ask any specialist "how many hours did I charge last week", "what's still unbilled on my time", "what am I scheduled on next month" or "am I over 40 hours". It reads Practice Management and ProStaff live, scoped to you by your own role — staff see their own time, managers their engagement team, partners their book.

📚

It knows CCH Axcess Tax — all of it

The complete Wolters Kluwer support knowledge base for CCH Axcess Tax (20,000+ articles, product help, news alerts and acknowledged Technical Issues) is searchable in plain English from any specialist, refreshed hourly. Paste the exact error or reject code and get the worksheet path, the cause, the fix and the article link. Ask "is Axcess down?" and it checks CCH's live notices at that moment.

📁

Projects with linked folders

Create a project, drop in its documents and standing instructions, and link OneDrive or SharePoint folders so new files flow in on their own. Every chat started inside the project carries all of it. Share the project with teammates — they get the same documents, instructions and context in their own chats.

🎙️

Real-time voice and conversation mode on your phone

Talk to MegaMind and interrupt it mid-sentence; on your phone, conversation mode keeps the exchange going hands-free. The same specialists, routing and memory as the desktop — and the Teams app is ready today.

🔗

Your firm systems, connected for you

HubSync connects with one click of SAX single sign-on and from then on MegaMind reads client hubs, engagement letters and tax summaries as you. GoFileRoom, HubSpot, Skedda, Workday, Power BI, QuickBooks and Microsoft 365 are already there. Every call runs as the signed-in person with their own permissions — never wider.

🧠

Memory — your second brain

With your OK, MegaMind studies your last six months of email, calendar, Teams and documents to build a working profile it brings into every conversation. It keeps learning across chats and days — open Memory in the sidebar to see everything it knows, and chat with it to teach or correct it.

⚡

Skills — reusable instructions, now with templates

SAX-wide skills, department skills and your personal skills. Describe what you want in a sentence and the wizard drafts the whole skill; attach templates, examples and PDF forms for it to follow; pin one beside your chat to keep it active for the session.

⏰

Routines — work that runs itself

Wake up to a daily briefing of overnight email, today's calendar and drafted replies. Put weekly reports, document refreshes or reminders on a schedule — and in 9.0 a routine can run one of your recorded skills on your own computer while you are away.

🤝

Sharing & live collaboration

Share a read-only copy, hand a conversation off with its context intact, or collaborate live with up to five people watching answers stream together. Live collaborations are private to the people in them, and sharing stays US-to-US and India-to-India for §7216 compliance.

💡

Getting great answers

Say what you're really after (“a 2-paragraph client email about the K-1 delay, apologetic but confident”). Follow the live reasoning panel as it works, attach the real files, and use 👍/👎 — a thumbs-down reports the issue and immediately tries again. Every answer names its model and cost.

🆘

Help is built in

Ask MegaMind about MegaMind, replay any part of the tour with Show Me How, or hit the report button to capture a screenshot with your note — bugs and feature requests alike. Replies to your reports show up right in the app.

MegaMind Resolve

An assistant that can work your computer.

Resolve is the SAX agent on every firm laptop and desktop. It lets any MegaMind specialist do the work on your own screen — and lets SAX IT fix things remotely with AI — while you watch every step. Open the Resolve page →

🖥️

Ask, and it does it on your PC

"Connect me to the VPN", "set up my signature in Outlook", "open HubSync and send this engagement letter for signature", "fix my printer". Any specialist can start it — your ask is the consent. It opens the apps, clicks, types and saves while screenshots of each step stream into the chat. It runs on GPT 6 Astra, the model that can actually see a screen and use a mouse and keyboard, and it only ever works the machine you are signed in to.

🛠️

Apps with no connector are no longer off limits

CCH Axcess, HubSync, a vendor portal, an internal tool — if it has a screen, Resolve can drive it. When a specialist can't reach something through an integration it can finish the job in your browser instead, so "I can't access that system" stops being the answer.

🎬

Record a skill, then run it anywhere

Press Record a Skill, do the task once on your PC, and the recorder on your machine captures the steps. Review and edit them, save the skill, and run it on demand — or schedule it as a routine with "Run on my computer" so it executes while you're away.

🧑‍💻

IT support that fixes it, not just tickets it

Ask TECH about a problem and MegaMind Tech can take over the fix on your machine from the same Resolve card — you see it happen and can hand the session to a person from the card at any time. Behind the scenes the SAX IT team manages the whole fleet of 550+ machines through Resolve with live sessions and AI.

🛡️

Built to be trusted

Nothing runs without the SAX agent installed and you signed in. One assistant drives at a time, every action is shown as it happens, and you can stop it in a word. When it needs a password it pauses and waits for you — it never types your credentials. Every session is logged.

🗣️

Works with every specialist, and takes your voice

Resolve isn't a separate app. Start it from SAGE, CPA, FINANCE or any other specialist in the web app or Teams, by typing or by talking. The specialist keeps its own knowledge and context while Resolve does the hands-on work.

Tutorial Library

Learn by watching.

Short, focused videos showing exactly how to get the most out of MegaMind — from first login to advanced prompting techniques.

Pro Tips

Get better answers,
every time.

Small changes in how you prompt MegaMind lead to dramatically better results.

Be specific about your role and context

Instead of "what's the rule on passive losses," try "I'm a CPA reviewing a Schedule E for a real estate professional client — summarize IRC §469 material participation tests." The agent tailors depth and format to your framing.

Upload documents first, then ask questions

Attach the relevant PDF (return, workpaper, engagement letter) using the paperclip icon before prompting. The agent reads the document and grounds its response in your actual client data — not hypotheticals.

Ask for structured output formats

End your prompt with "Format this as a client memo" or "Give me a bullet summary with citations." MegaMind will follow formatting instructions precisely, saving you reformatting time in Word or Excel.

Build on prior answers in the same chat

Don't start a new chat for follow-up questions. Type "Now apply that to a C-corp with a §382 NOL limitation" and MegaMind will maintain full context. Each chat session remembers everything said in it.

Use the Search tab to find past research

Every conversation is stored and searchable. Before starting fresh, search for keywords from a prior engagement — you may have already done this research for a different client last quarter.

Always verify before using in client work

MegaMind is a research accelerator, not an authority. Every response includes a disclaimer — use AI output as a starting point and verify against primary sources before filing or publishing.

AI that works the wayyou think.

What's new in MegaMind.

Each agent is a specialist.

SAGE

CPA

Auditor

TECH

Trainer

Diligence

Wealth

CAS

Finance

Nine specialized agents.Infinite possibilities.

MegaMind by the numbers.

What is a token?

New in 9.0 — and how to use it.

The documents you attach are the documents it builds from

Just ask — MegaMind routes, and specialists hand off

MegaMind FINANCE — the firm's own numbers

Your hours, your billing status, your schedule

It knows CCH Axcess Tax — all of it

Projects with linked folders

Real-time voice and conversation mode on your phone

Your firm systems, connected for you

Memory — your second brain

Skills — reusable instructions, now with templates

Routines — work that runs itself

Sharing & live collaboration

Getting great answers

Help is built in

An assistant that can work your computer.

Ask, and it does it on your PC

Apps with no connector are no longer off limits

Record a skill, then run it anywhere

IT support that fixes it, not just tickets it

Built to be trusted

Works with every specialist, and takes your voice

Learn by watching.

Get better answers,every time.

Be specific about your role and context

Upload documents first, then ask questions

Ask for structured output formats

Build on prior answers in the same chat

Use the Search tab to find past research

Always verify before using in client work

Built for SAX.

Video Title

Tutorial

AI that works the way
you think.

Nine specialized agents.
Infinite possibilities.

Get better answers,
every time.