AI-Powered Marketing & Client Onboarding for Tax and Accounting Pros

Transform your practice with software driven by the industry’s best AI engine. From client onboarding automation and websites Google loves to modern generational marketing funnels that will appeal to everyone from Baby Boomers to Gen Z, CountingWorks PRO helps you connect with clients like never before.

How It Works See It in Action

A single tax and accounting marketing and automation system that helps you achieve more with less effort.

Transform your tax and accounting practice with our intuitive platform. Unlock measurable improvements in client engagement, automate your workflow to stay on top of client progress, and start growing your firm today.

Join the revolution today

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We Know Your Pain Points…

Too Busy for Marketing?

Your plate is full—tax deadlines, client questions, and managing your practice. Who has time to keep up with marketing trends and social media?

Feeling the Pressure of Industry Disruption?

From automation to DIY tax software and online competitors, the market is changing fast. Are you doing enough to rise above the noise and secure your clients' trust?

Missing Out on Growth Opportunities?

You know you’re not a commodity but do your clients? Your financial expertise should bring in high-value prospects. If your digital strategy doesn’t match your skills, those opportunities are going to someone else.

Establish The Three Pillars for Success

… and We Solve Them

We make growing your practice easy by:

Optimizing every client touchpoint: AI-powered websites, automatic social media posts, and pre-written review campaigns that have a real impact on your conversion rate.
Streamlining client onboarding: Automated proposals, engagement forms, and workflow systems that save you hours every week.
Modernizing your marketing funnels: Our unique generational marketing collateral helps you reach the right audience at the right time, whether you’re targeting retirees or 20-something entrepreneurs.

When your marketing and onboarding run like clockwork, you get more than practice growth. You reclaim your time. You reduce stress. And, you stay ahead of competitors who are stuck in the past.

Explore Our Vision

Doubling Client Inquiries in 90 Days

"Working with CountingWorks PRO has completely transformed my business. They handle every aspect of my online presence—from managing my website and client portal to producing top-notch newsletters, blogs, and social media content—freeing up my time to focus on serving my clients. Their efforts have significantly boosted my visibility and reputation: I’ve now earned over 65 five-star reviews, and new clients call me daily because I consistently rank at the top of local search results."

Nadia Maradiaga
Owner of My Tax Lady, LLC

Check Out the Stats

Firms using AI-powered marketing tools see 23% faster revenue growth than those relying on traditional methods.

(*Source: MarketingProfs*)

Real Results from Real Professionals

Get a Demo

Don’t Take Our Word for It

Schedule a Call Now

"The automation tools are a game-changer. I can finally focus on my clients instead of chasing leads or managing reviews."

Mark L.
Enrolled Agent

"I’ve never had this level of insight into my marketing. CountingWorks PRO made me feel like a big firm without the big firm hassle."

Sara K.
Tax Preparer

"I love CountingworksPro products and its team. The team is super attentive to your needs, very knowledgeable and a pleasure to work with! Patrick, my dedicated account manager, is AWESOME! I highly recommend CountingworksPro."

Rodney Carter Jr
Naperville, IL
Accounting & Tax

The Future Is Here. Let’s Lead Together.

An automated workflow to send tax organizer to the client

The future is here whether you’re ready or not – and today’s tax and accounting clients expect more than the industry has given for decades. That changes now.

Let CountingWorks PRO help you exceed your clients’ expectations while making your life easier.

It’s a win-win.

Ready to see the difference AI can make? Schedule a demo today and take the first step toward a future-proof practice.

‍

TAKE ACTION

Ready to Transform Your Practice and

Reclaim Your Time.

Grow Your Practice.

Deliver a Seamless Experience for Every Client.

Reclaim Your Time.

It’s time you experienced the world’s most modern tax and accounting software.

Schedule a Demo with Us Now

Rank in the AI Age with CountingWorks PRO

Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
...

2. Manage Quarterly Estimated Tax Payments
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Thank you! This is so helpful.

Gladly! Remember, you can also turn this information into audio and send to your clients directly via ClientHub.

AI-Powered Marketing & Client Onboarding for Tax and Accounting Pros

A single tax and accounting marketing and automation system that helps you achieve more with less effort.

We Know Your Pain Points…

Too Busy for Marketing?

Feeling the Pressure of Industry Disruption?

Missing Out on Growth Opportunities?

… and We Solve Them

Doubling Client Inquiries in 90 Days

Check Out the Stats

Real Results from Real Professionals

Don’t Take Our Word for It

The Future Is Here. Let’s Lead Together.

‍

TAKE ACTION

Ready to Transform Your Practice and

Reclaim Your Time.

Grow Your Practice.

Deliver a Seamless Experience for Every Client.

Reclaim Your Time.

Stay informed with expert resources.

Your Proposal Is a Plotline: How to Sell Services with Story-Driven Engagement Letters

Future-Proof Your Practice – Integrate Technology for Seamless Workflows

Transform Tax Prep – Enhance Accuracy and Save Time with MAX AI

From 1040s to Transformation: Telling the Client’s Story in Every Service

The Narrative Firm: Why Your Practice Needs a Story (Not a Strategy)

How Tax and Accounting Firms Can Use Webinars to Build a Scalable, Repeatable Lead Engine

Rank in the AI Age with CountingWorks PRO