NEWPORT BEACH, Calif., October 8, 2026 — CountingWorks PRO, a technology platform built specifically for tax and accounting professionals, today announced the transformation of its platform around a new approach to practice management: starting with the client, not the workflow.
Rather than treating websites, marketing, client communication, practice management and artificial intelligence as separate systems, CountingWorks PRO brings them together in a single platform designed around the entire client relationship.
The result is what the company calls practice management from the client out.
“For decades, practice-management technology has largely been designed around what happens inside the firm: tasks, deadlines, documents and workflow,” said Lee Reams II, CEO of CountingWorks. “Those things matter, but they are not why clients hire an accounting professional or stay with one. We rebuilt CountingWorks PRO around the relationship itself — what the client needs, where opportunities exist and what the firm should do next.”
From Managing Work to Understanding Clients
The new CountingWorks PRO platform combines the firm's digital presence, client relationships, and AI-powered intelligence so accounting professionals can do more than simply manage the work already assigned to them.
Through MAX, CountingWorks PRO's AI intelligence layer, firms can identify potential opportunities within their existing client base, understand why those opportunities may matter, and prepare the next step for the professional.
That could mean identifying a planning opportunity, recognizing a change in a client's circumstances, preparing a client communication, or helping the firm determine where proactive advice may create value.
The objective is to move accounting firms from a largely reactive, compliance-centered model toward a more proactive and predictive client experience.
“Tax professionals have enormous amounts of knowledge about their clients, but historically that knowledge has been scattered across returns, conversations, documents and disconnected systems,” said Mike Gleeson, Director of Tax Intelligence at CountingWorks. “The opportunity with AI isn't simply to answer more tax questions. It's to help the professional recognize what matters for a specific client and turn that intelligence into a timely conversation.”
One Platform for the Client Experience
CountingWorks PRO brings together capabilities that have traditionally existed across multiple technology categories, including:
- AI-powered client opportunity intelligence
- Practice and client management
- Firm websites and digital presence
- Client communications
- Marketing automation and content
- Lead generation and conversion
- Client onboarding and engagement tracking
- AI-assisted workflows and next actions
The company has also introduced a growing collection of AI-powered skills that help firms act on opportunities once they are identified, including tools for onboarding clients, tracking progress and preparing client communications.
Instead of requiring firms to piece together separate systems for marketing, client experience and practice management, CountingWorks PRO is designed so those functions can work from the same underlying understanding of the client.
AI Built Around the Professional Relationship
The company's approach differs from standalone generative AI tools that primarily respond to prompts.
CountingWorks PRO is designed to use AI in the context of the firm's existing client relationships, expertise, and business processes.
“AI should make the professional more valuable to the client, not make the relationship more impersonal,” Reams said. “The goal isn't to replace the accountant. It's to help the accountant see more, know sooner and act faster.”
That philosophy also extends to how firms attract new clients.
CountingWorks PRO connects the firm's website, expertise, reputation, and client experience so prospects can better understand who the firm serves, how it works, and why they should trust it before ever scheduling a conversation.
As AI-driven discovery increasingly influences how consumers and business owners research professional services, the company believes a firm's digital presence and its client intelligence can no longer operate as separate systems.
A Platform Transformation, Not an AI Add-On
The new CountingWorks PRO represents a broader transformation of the company's existing technology platform rather than the introduction of a separate AI product.
CountingWorks has migrated its customer platform toward the new architecture, integrating its established website, marketing and client-engagement capabilities with a new AI intelligence layer and expanded practice-management functionality.
That approach allows firms to use AI within the systems and client relationships they already rely on rather than adopting another standalone application.
“We didn't want to bolt AI onto the side of traditional practice-management software,” Reams said. “We started with a different question: What would practice management look like if you designed it around the client first? That's the platform we're building.”
CountingWorks PRO will continue expanding the connection between client intelligence, the firm's digital presence and AI-powered actions throughout 2026 and beyond.
Additional capabilities connecting client intelligence directly with a firm's website and growth experience are expected to be announced in the coming weeks.
About CountingWorks PRO
CountingWorks PRO is an AI-first client experience and practice-management platform built for tax and accounting firms.
The platform brings together a firm's brand, digital presence, client relationships, practice management, and AI-powered opportunity intelligence so professionals can attract better clients, strengthen existing relationships, and identify opportunities to deliver more proactive advice.
CountingWorks PRO's AI intelligence layer, MAX, helps firms identify client opportunities, understand why they matter and prepare the next action — helping professionals move from reactive compliance toward a more proactive and predictive client experience.
Learn more at CountingWorksPro.com.
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CountingWorks, Inc.
2549 East Bluff Drive, #448
Newport Beach, CA 92660
CountingWorksPro.com
