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Attract more
clients easily

Start finding new clients and keep them satisfied so they stick around for years to come. Our cutting-edge technology and
real-time dashboard allow you to track every detail of your marketing without needing to navigate it alone.

Attract more
clients easily

Start finding new clients and keep them satisfied so they stick around for years to come. Our cutting-edge technology and
real-time dashboard allow you to track every detail of your marketing without needing to navigate it alone.

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How Digital-Centric Clients Find and Select a Tax & Accounting Pro

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Websites

These days, clients and prospects expect CPAs, EAs, and tax pros to keep up with a world that has moved online. Make a stellar first impression with a user-friendly, mobile-optimized, informative, and professional website. Our team will help you personalize your digital presence at a fraction of the cost of competitors.

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SEO & directory submission

Our clients across the country consistently outrank their competition for many applicable search terms. The SEO work we do for our clients cannot be found anywhere else, especially for the cost.

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Lead management & nurture campaigns

As part of the CountingWorks PRO software, we have a built-in, automated lead management system which helps you track and respond to inquiries and leads. We make it easy to stay in front of prospective clients with a series of nurturing emails.

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Marketing dashboard

 Our real-time marketing dashboard helps you manage and automate every aspect of your marketing program, all from one simple dashboard: web visitors, newsletter opens, leads, and even benchmarks through our Pro Score feature.

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Attract more clients easily

Features

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