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 WorksSee It in Action

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.

… 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.

Doubling Client Inquiries in 90 Days

"Countingworks has a great team and they care about the success of my business. I am super appreciating the follow up from their team that has ensured that I am well trained on the functions and features of the product. I also appreciate their knowledge of lead campaigns and SEO to help me drive more traffic to my growing business! I also appreciate the reasonableness of their pricing structure."

Jackie Compton, CPA
balanced-equation.com

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

Don’t Take Our Word for It

"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

Stay informed with expert resources.

Build, grow, and run your firm with CountingWorks PRO

Talk to a human
Interface of the AI Co-Pilot tool by CountingWorks PRO. Get access to an extensive knowledge library of tax and accounting.