START SMALL OR GROW BIG
Our Pricing
Competitively priced packages designed to fuel your firm's growth.
Web Presence
GROW
PREMIER
Premier +
WEB PRESENCE
Make a Great Impression
$125/mo
Annual pricing take 10% off.
Get a Demo
Web Visibility Features
✓1 Lightning fast website
✓ Review collection and management
✓ Automated social media posting
✓Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
Apple Business Profile
No Landing Pages
SEO Monitoring & Reporting
(not included)
(not included)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge
AI Co-Pilot Features
✓Research AI
Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.
Practice AI
✓50,000 AI words per month
✓Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)
Front Office Features
✓ Client CRM
(100 contacts)
(100 contacts)
✓ ClientHub Seats (1 user)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
Time Tracking & Billing
Practice BOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓eSign & KBA (10 per year)
✓Engagement Agreements
Proposals & Payments
Intake Forms
Client Questionnaires
ToDo Lists
Workflow Automation - 30 + boards
PR & Thought Leadership Features
Monthly VIP training webcasts
TaxBuzz Membership (not included)
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
GROW
Establish Your Brand Online
$200/mo
Annual pricing take 10% off.
Get a Demo
Web Visibility Features
✓1 Lightning fast website
✓ Review collection and management
✓ Automated social media posting
✓ Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓1 Landing Pages
✓ SEO Monitoring & Reporting
(quarterly)
(quarterly)
✓ Citation and directory listing management
Apple Business Profile
Client upsell funnels with whitepapers
Marketing concierge
AI Co-Pilot Features
✓Research AI
Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.
✓Practice AI
Harness the power of AI to make content marketing, practice management, and client communication a breeze.
✓250,000 AI words per month
✓Personalized website creator and copywriter
✓AI Social Campaign Writer
SiteBot (Coming Soon)
Front Office Features
✓ Client CRM
(300 contacts)
(300 contacts)
✓ ClientHub Seats (2 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓ Time Tracking & Billing
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓Monthly Client Newsletter
✓Email Communication Library
✓eSign & KBA (50 per year)
✓Proposals & Payments
✓Engagement Agreements
✓Intake Forms
✓Client Questionnaires
✓ToDo Lists
Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓ Monthly VIP training webcasts
✓ TaxBuzz Membership – Essentials
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
PREMIER
Outrank Your Competitors
$300/mo
Annual pricing take 10% off.
Get a Demo
Web Visibility Features
✓2 Lightning fast websites
✓ Review collection and management
✓ Automated social media posting
✓Google Business Profile
✓Apple Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓3 Landing Pages
✓ SEO Monitoring & Reporting
(monthly)
(monthly)
✓ Citation and directory listing management
✓ Client upsell funnels with whitepapers
✓ Marketing concierge
AI Co-Pilot Features
✓Research AI
Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.
✓Practice AI
Harness the power of AI to make content marketing, practice management, and client communication a breeze.
✓500,000 AI words per month
✓Personalized website creator and copywriter
✓AI Social Campaign Writer
✓SiteBot (Coming Soon)
Front Office Features
✓ Client CRM
(unlimited)
(unlimited)
✓ ClientHub Seats (3 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓Time Tracking & Billing
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓ eSign & KBA (150 per year)
✓ Proposals & Payments
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ ToDo Lists
✓ Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓ Monthly VIP training webcasts
✓ TaxBuzz Membership – Thought Leadership
✓ Social Media Video Scripts
✓ Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
✓ PR Firm Quote opportunities
✓ Custom Copy Packages
Premier +
Become a Thought Leader
$500/mo
Annual pricing take 10% off.
Get a Demo
Web Visibility Features
✓3 Lightning fast websites
✓ Review collection and management
✓ Automated social media posting
✓Google Business Profile
✓Apple Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓10 Landing Pages
✓ SEO Monitoring & Reporting
(monthly)
(monthly)
✓ Citation and directory listing management
✓ Client upsell funnels with whitepapers
✓ Marketing concierge
AI Co-Pilot Features
✓Research AI
Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.
✓Practice AI
Harness the power of AI to make content marketing, practice management, and client communication a breeze.
✓1,000,000 AI words per month
✓Personalized website creator and copywriter
✓AI Social Campaign Writer
✓SiteBot (Coming Soon)
Front Office Features
✓ Client CRM
(unlimited)
(unlimited)
✓ClientHub Seats (10 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓Time Tracking & Billing
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓ eSign & KBA (unlimited)
✓ Proposals & Payments
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ ToDo Lists
✓ Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓ Monthly VIP training webcasts
✓ TaxBuzz Membership – Thought Leadership unlimited authors
✓ Social Media Video Scripts
✓ Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
✓ PR Firm Quote opportunities
✓ Custom Copy Packages
Buy ClientHub A La Carte
Don’t need a full web presence package?
Streamline how you work with clients and deliver value faster with ClientHub as a stand alone product.
Base
Payments
Workflow
Base
Secure Document Sharing and Client Communication
$25/user/mo
Get a Free Trial
Built for the modern world, this package includes a branded client portal that allows secure collaboration, communication, and document sharing anywhere on any device – start reading a contract on your computer, sign it on your iPad, and send it on your iPhone. Life is busy, we get it.
Integrated video meetings make client interviews and discovery calls a snap.
Our online scheduling tool makes it easy for prospects and clients to schedule time on your calendar without labor costs, or the hassle of communicating back and forth to find available time.
Ensure you and your clients never miss a due date with customizable to-do task notifications that are designed to work for YOUR firm.
ClientHub delivers a fully digitized experience for your 21st-century office. With one place to send documents, receive information, assign client tasks, and send messages, you’ll save time while getting more accomplished.
Easily track down missing information from clients using ClientHub features.
Basic engagement letter templates
eSign & KBA (10 per year)
Payments
Digitize Proposals, Engagement Letters and Get Paid Online
$35/user/mo
Get a Demo
Includes everything in Base, plus:
Make it simple and cost-effective to send and receive digital engagement letters, a proven tactic for improving client relationships and keeping clients interested even when it isn’t tax time.
Choose from our library of pre-written engagement letters, or create your own for any campaign or occasion.
Improve legal compliance and reduce risk by attaching engagement letters at proposal acceptance and payment time.
Win more clients with professional proposals, helping you close more deals at higher prices while proving your expertise.
Collecting and reconciling paper checks delays cash receipts and often leads to errors. With our portal, you can collect payment upfront when any client accepts your proposal.
Our comprehensive dashboard details all of your transactions and deal flow, giving you a full picture of your firm’s financial health in real time.
eSign & KBA (50 per year)
Workflow
Digitize Workflows and Client Collaboration
$50/user/mo
Get a Demo
Includes everything in Payments, plus:
Integrated workflows that make it easy for clients to request new projects, follow the progress of existing projects, and provide feedback when necessary – keep an open line of communication from start to finish, reducing the risk of problems arising.
Full transparency for clients with easy-to-understand progress bars and estimated due dates.
Kanban-style design makes it easy to organize internal workflow, tasks, and communication with clients.
Choose from our library of 30+ predesigned workflows, covering everything from client write-up and virtual CFO services to tax preparation.
Save time and money while improving the client experience for every engagement. It’s a win-win for everyone.
Remote teams can collaborate in one easy-to-work space so there is never a reason for project delays or missed deadlines.
eSign & KBA (150 per year)
Connect
Presence
Grow
Premier
Get Found
Full Mobile Optimized Website
Automated Newsletter and Blog Posting
Prewritten Content Bank
Google Business Profile Set Up
Custom Domain(s)
Integrated Website Analytics Dashboard
ADA Compliance + SSL Security
Automated Social Media Posting
Additional Landing Pages
SEO Services and Reporting
Marketing Concierge Team + Coaching
Public Relations Coverage (Get featured in Forbes, NYT, etc.)
Convert Leads to Clients
Automated Lead Capture
Lead Nurture Campaigns
Subscriber List Management
Online Calendar Appointment Setting
Chat Bot
Manage Your Clients
Client Upsell Campaigns
Video Meetings
Calendar Sync with Outlook & Google
Drive Client Loyalty
Client Newsletter List Management
Review Monitoring and Management
Customize your plan with optional add-ons.
Add-ons give you access to more features and the ability to create a connected client experience that matches your firm’s unique needs.
Contact
Blocks
$10 per 200/Monthly
$108 per 200/Annually
Add more contacts to your subscription
Additional Website
$50/Month
$540/Annually
Manage multiple websites under one platform
Additional Landing Pages
$25/Month
$270/Annually
Get additional websites
for different niches
and services
for different niches
and services
Additional
Domain Name
$20/Annually
Add more domains to your subscription
Additional
Email
$3/Month Each
$36/Annually Each
Add more emails to your subscription
50 E-Sign Pack
$50/pack
Add more E-signatures to your subscription
Web Presence
GROW
PREMIER
Premier +
WEB PRESENCE
Make a Great Impression
$1350/year
Annual pricing take 10% off.
Get a Demo
Web Visibility Features
✓1 Lightning fast website
✓ Review collection and management
✓ Automated social media posting plus Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
Landing Pages
SEO Monitoring & Reporting (not included)
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge
AI Co-Pilot Features
✓Research AI
Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.
Practice AI
50,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)
Front Office Features
✓ Client CRM
(100 contacts)
(100 contacts)
✓ Client Portal (1 user)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
Time Tracking & Billing
PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓ eSign & KBA (10 per year)
✓Engagement Agreements
Proposals & Payments
Intake Forms
Client Questionnaires
ToDo Lists
Workflow Automation - 30 + boards
PR & Thought Leadership Features
Get Quoted
Monthly VIP training webcasts
TaxBuzz Membership (not included)
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
GROW
Establish Your Brand Online
$2160/year
Annual pricing take 10% off.
Get a Demo
Web Visibility Features
✓1 Lightning fast website
✓ Review collection and management
✓ Automated social media posting plus Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓1 Landing Pages
✓ SEO Monitoring & Reporting (quarterly)
✓ Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge
AI Co-Pilot Features
✓Research AI
Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.
✓Practice AI
Harness the power of AI to make content marketing, practice management, and client communication a breeze.
250,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)
Front Office Features
✓ Client CRM
(300 contacts)
(300 contacts)
✓ Client Portal (2 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓ Time Tracking & Billing
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓Monthly Client Newsletter
✓Email Communication Library
✓Proposals & Payments
✓Engagement Agreements
✓Intake Forms
✓Client Questionnaires
✓ToDo Lists
✓eSign & KBA (50 per year)
Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓ Monthly VIP training webcasts
✓ TaxBuzz Membership – Essentials
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
PREMIER
Outrank Your Competitors
$3240/year
Annual pricing take 10% off.
Get a Demo
Web Visibility Features
✓2 Lightning fast website
✓ Review collection and management
✓ Automated social media posting plus Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓3 Landing Pages
✓ SEO Monitoring & Reporting (monthly)
✓ Citation and directory listing management
✓ Client upsell funnels with whitepapers
✓ Marketing concierge
AI Co-Pilot Features
✓Research AI
Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.
✓Practice AI
Harness the power of AI to make content marketing, practice management, and client communication a breeze.
500,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)
Front Office Features
✓ Client CRM
(unlimited)
(unlimited)
✓ Client Portal (3 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓Time Tracking & Billing
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓ Proposals & Payments
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ ToDo Lists
✓ eSign & KBA (150 per year)
✓ Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓ Monthly VIP training webcasts
✓ TaxBuzz Membership – Thought Leadership
✓ Social Media Video Scripts
✓ Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
✓ PR Firm Quote opportunities
✓ Custom Copy Packages
PREMIER +
Become a Thought Leader
$5400/year
Annual pricing take 10% off.
Get a Demo
Web Visibility Features
✓3 Lightning fast website
✓ Review collection and management
✓ Automated social media posting plus Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓10 Landing Pages
✓ SEO Monitoring & Reporting (monthly)
✓ Citation and directory listing management
✓ Client upsell funnels with whitepapers
✓ Marketing concierge
AI Co-Pilot Features
✓Research AI
Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.
✓Practice AI
Harness the power of AI to make content marketing, practice management, and client communication a breeze.
1,000,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)
Front Office Features
✓ Client CRM
(unlimited)
(unlimited)
✓ Client Portal (10 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓Time Tracking & Billing
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓ Proposals & Payments
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ ToDo Lists
✓ eSign & KBA (unlimited)
✓ Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓ Monthly VIP training webcasts
✓ TaxBuzz Membership – Thought Leadership unlimited authors
✓ Social Media Video Scripts
✓ Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
✓ PR Firm Quote opportunities
✓ Custom Copy Packages
Buy ClientHub A La Carte
Don’t need a full web presence package?
Streamline how you work with clients and deliver value faster with ClientHub as a stand alone product.
Base
Payments
Workflow
Base
Secure Document Sharing and Client Communication
$270/user/year
Get a Free Trial
Built for the modern world, this package includes a branded client portal that allows secure collaboration, communication, and document sharing anywhere on any device – start reading a contract on your computer, sign it on your iPad, and send it on your iPhone. Life is busy, we get it.
Integrated video meetings make client interviews and discovery calls a snap.
Our online scheduling tool makes it easy for prospects and clients to schedule time on your calendar without labor costs, or the hassle of communicating back and forth to find available time.
Ensure you and your clients never miss a due date with customizable to-do task notifications that are designed to work for YOUR firm.
ClientHub delivers a fully digitized experience for your 21st-century office. With one place to send documents, receive information, assign client tasks, and send messages, you’ll save time while getting more accomplished.
Easily track down missing information from clients using ClientHub features.
Payments
Digitize Proposals, Engagement Letters and Get Paid Online
$378user/year
Get a Demo
Includes everything in Base, plus:
Make it simple and cost-effective to send and receive digital engagement letters, a proven tactic for improving client relationships and keeping clients interested even when it isn’t tax time.
Choose from our library of pre-written engagement letters, or create your own for any campaign or occasion.
Improve legal compliance and reduce risk by attaching engagement letters at proposal acceptance and payment time.
Win more clients with professional proposals, helping you close more deals at higher prices while proving your expertise.
Collecting and reconciling paper checks delays cash receipts and often leads to errors. With our portal, you can collect payment upfront when any client accepts your proposal.
Our comprehensive dashboard details all of your transactions and deal flow, giving you a full picture of your firm’s financial health in real time.
Workflow
Digitize Workflows and Client Collaboration
$540/user/year
Get a Demo
Includes everything in Payments, plus:
Integrated workflows that make it easy for clients to request new projects, follow the progress of existing projects, and provide feedback when necessary – keep an open line of communication from start to finish, reducing the risk of problems arising.
Full transparency for clients with easy-to-understand progress bars and estimated due dates.
Kanban-style design makes it easy to organize internal workflow, tasks, and communication with clients.
Choose from our library of 30+ predesigned workflows, covering everything from client write-up and virtual CFO services to tax preparation.
Save time and money while improving the client experience for every engagement. It’s a win-win for everyone.
Remote teams can collaborate in one easy-to-work space so there is never a reason for project delays or missed deadlines.
Customize your plan with optional add-ons.
Add-ons give you access to more features and the ability to create a connected client experience that matches your firm’s unique needs.
Contact
Blocks
$10 per 200/Monthly
$108 per 200/Annually
Add more contacts to your subscription
Additional Website
$50/Month
$540/Annually
Manage multiple websites under one platform
Additional Landing Pages
$25/Month
$270/Annually
Get additional websites
for different niches
and services
for different niches
and services
Additional
Domain Name
$20/Annually
Add more domains to your subscription
Additional
Email
$3/Month Each
$36/Annually Each
Add more emails to your subscription
Web Presence
GROW
PREMIER
Premier +
Connect
Make a Great Impression
$1350/year
Get a Demo
Web Visibility Features
✓ Lightning fast website
✓ Review collection and management
✓ Automated social media posting plus Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
Landing Pages
SEO Monitoring & Reporting
Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge
Front Office Features
✓ Client CRM
✓ Client Portal
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
Proposals & Payments
Engagement Agreements
Intake Forms
Client Questionnaires
ToDo Lists
eSign & KBA
Workflow Automation - 30 + boards
PR & Thought Leadership Features
Get Quoted
Monthly VIP training webcasts
AI Content Writing & Research Tool (10,000 words per month, 50,000 words per month, 250,000)
TaxBuzz Membership
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
Presence
Establish Your Brand Online
$1998/year
Get a Demo
Web Visibility Features
✓ Lightning fast website
✓ Review collection and management
✓ Automated social media posting plus Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓ Landing Pages
✓ SEO Monitoring & Reporting
✓ Citation and directory listing management
Client upsell funnels with whitepapers
Marketing concierge
Front Office Features
✓ Client CRM
✓ Client Portal
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Chat
✓Monthly Client Newsletter
✓Email Communication Library
✓Proposals & Payments
✓Engagement Agreements
✓Intake Forms
✓Client Questionnaires
✓ToDo Lists
✓eSign & KBA
Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓Get Quoted
✓ Monthly VIP training webcasts
✓ AI Content Writing & Research Tool (10,000 words per month, 50,000 words per month, 250,000)
✓ TaxBuzz Membership
Social Media Video Scripts
Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
PR Firm Quote opportunities
Custom Copy Packages
Grow
Outrank Your Competitors
$3078/year
Get a Demo
Web Visibility Features
✓ Lightning fast website
✓ Review collection and management
✓ Automated social media posting plus Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓ Landing Pages
✓ SEO Monitoring & Reporting
✓ Citation and directory listing management
✓ Client upsell funnels with whitepapers
✓ Marketing concierge
Front Office Features
✓ Client CRM
✓ Client Portal
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓ Proposals & Payments
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ ToDo Lists
✓ eSign & kba
✓ Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓Get Quoted
✓ Monthly VIP training webcasts
✓ AI Content Writing & Research Tool (10,000 words per month, 50,000 words per month, 250,000)
✓ TaxBuzz Membership
✓ Social Media Video Scripts
✓ Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
✓ PR Firm Quote opportunities
✓ Custom Copy Packages
Premier
Become a Thought Leader
$5238/year
Get a Demo
Web Visibility Features
✓ Lightning fast website
✓ Review collection and management
✓ Automated social media posting plus Google Business Profile
✓ On page Search Engine Optimization
✓ Automated Blog Feed & Financial Calculators
✓ Landing Pages
✓ SEO Monitoring & Reporting
✓ Citation and directory listing management
✓ Client upsell funnels with whitepapers
✓ Marketing concierge
Front Office Features
✓ Client CRM
✓ Client Portal
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓ PracticeBOT
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓ Proposals & Payments
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ ToDo Lists
✓ eSign & kba
✓ Workflow Automation - 30 + boards
PR & Thought Leadership Features
✓Get Quoted
✓ Monthly VIP training webcasts
✓ AI Content Writing & Research Tool (10,000 words per month, 50,000 words per month, 250,000)
✓ TaxBuzz Membership
✓ Social Media Video Scripts
✓ Blog Plus (free library of self-serve briefs OR $250 for a fully written piece of content using a brief)
✓ PR Firm Quote opportunities
✓ Custom Copy Packages
Base
Payments
WorkfLow
Branded Client Portal
Branded Client Portal
Appointment Scheduler
Video Meetings
Document Sharing
To-Dos
ClientHub component for Web Presence or a third party website
Proposal Builder
Payments
Digital Intake Forms
Online Client Questionnaires
eSignature (Coming Q2 2023)
Work Presentation and Approval
Secure Chat
Template To-Dos (Coming Q2 2023)
Save big with CountingWorks Pro
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Frequently Asked Questions
Is the 30-day trial free?
Yes. Free Beginner plan is, as it says in the description, a free plan that doesn't need to be bought and will forever be free.
What type of payments do you accept?
Yes. Free Beginner plan is, as it says in the description, a free plan that doesn't need to be bought and will forever be free.
How are you different?
By focusing on the tax and accounting profession we have seen it all. We have tested various technologies, optimized for best results and continue to quickly adapt to the latest marketing and social trends or Google algorithm changes. We understand it takes much more than a website to be found and thrive online. It all starts with your reputation. We make you look great with our industry-leading content and channel distribution. Nobody makes you and your firm look better than CountingWorks PRO.
What is a contact?
Yes. Free Beginner plan is, as it says in the description, a free plan that doesn't need to be bought and will forever be free.
How can I track the results?
Yes. Free Beginner plan is, as it says in the description, a free plan that doesn't need to be bought and will forever be free.
Build, grow, and run your firm with CountingWorks PRO
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