We replace the manual work behind your marketing, onboarding, and client experience—so your firm runs smoother and earns more.
From first click to final payment, the work happens automatically.
Visibility
Get found
Client Acquisition
Attract the right clients
Lead Conversion
Convert interest into engagements
Client Onboarding
Onboard clients automatically
Client Workflows
Move work forward without bottlenecks
Communication
Keep clients informed automatically
Client Experience
Deliver a consistent experience
Revenue Growth
Increase revenue per client
— Nadia Maradiaga, My Tax Lady
built through consistent visibility
from top local search rankings
We are getting daily prospects and several new clients per week. Whatever you are doing is working!
My practice revenue has grown 58% this year… and could reach 80% growth.
I have been getting so many referrals… thank you!
Start Building Your Firm
Less manual work
Faster client onboarding
Clear, consistent communication
Higher-value clients
More revenue per client
Workflow keeps your firm organized.
It helps your team get the work done. But growth comes from everything around it—how clients find you, choose you, and stay with you.
That’s where CountingWorks PRO comes in.
CountingWorks PRO helps firms at every stage of growth modernize their operations, attract better clients, and automate their client experience.
Operate Like a Small Team
Many solo professionals choose CountingWorks PRO to automate marketing, onboarding, and client communication—allowing them to operate like a 3–5 person firm without hiring staff.
Typical outcome:
Replace Disconnected Tools
As firms grow, managing multiple software tools becomes inefficient and expensive.
CountingWorks PRO connects marketing, onboarding, communication, and client workflows into one system designed specifically for tax and accounting firms.
Typical outcome:
Attract Higher-Value Clients
Firms expanding into advisory services need more than compliance workflows.
CountingWorks PRO helps firms attract the right clients, communicate value clearly, and build long-term client relationships.
Typical outcome:
CountingWorks PRO Onboarding Journey
From the first interaction to long-term client relationships, CountingWorks PRO helps your firm deliver a modern client experience.
Onboard new clients faster. Keep documents organized. Review and deliver returns professionally. Communicate clearly with clients.
So you spend less time managing software — and more time advising clients.
Instead of hiring more staff, MAX expands your firm’s capacity—without adding overhead.
MAX doesn’t just assist your team—it handles the work behind the scenes.
Writing. Responding. Building. Following up.
The tasks that slow your firm down… happen automatically.
Content Creation: Blogs, emails, and newsletters—written and delivered automatically.
Client Communication: Responses, follow-ups, and updates—handled in real time.
Marketing Execution: Campaigns launched, optimized, and running in the background.
Workflow Support: Tasks triggered, tracked, and completed without manual input.
MAX works 24/7—so your firm doesn’t have to.
I got the $300/month package, and I'm paying the same amount as I was paying for my other four subscriptions — but I'm getting 5–10X more value.
Making this switch has already increased my efficiency and will continue to do so as I get more set up.
Samuel Bly
Thousands of tax and accounting professionals rely on CountingWorks platforms to power their firm growth.
For years, firms have focused on doing the work faster. But that’s no longer where growth comes from. Growth comes from how clients find you, how they experience your firm, and why they choose to stay.
The firms that win won’t just complete the work. They’ll own the entire relationship.
That’s what CountingWorks PRO is built for.
Meet with a strategist and see how CountingWorks PRO handles the work behind your marketing, onboarding, and client experience—so you can focus on growth.
The tax profession moves fast. CountingWorks PRO helps you stay ahead with expert content, insights, and tools designed specifically for tax and accounting professionals. Learn what’s changing — and how to grow your firm in the process.
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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
2. Manage Quarterly Estimated Tax Payments
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