WEBCAST

CountingWorks PRO Releases Payments

This new service offering will help tax and accounting firms get paid faster, waste less time, and provide clients with a better payment experience.

Oops! Something went wrong while submitting the form.
Guide

CountingWorks PRO Releases Payments

Press Release

CountingWorks PRO Releases Payments

November 21, 2022
/
1
min read
Lee Reams
CEO | CountingWorks PRO

FOR IMMEDIATE RELEASE

Newport Beach, CA 92660, October 18th, 2022 – CountingWorks PRO Payments automatically collects payments, creates winning proposals, and drives more monthly recurring revenue for tax and accounting professionals in just a few clicks.

Sending proposals, waiting for payments, and chasing down invoices means having less time to spend on value-added services. This new service offering, designed specifically for tax and accounting professionals’ needs, helps them move away from the old, unproductive paper-based payment process model into a modern, digital process.

Payments functionality includes:

  • Send a proposal in a matter of moments with any billing structure: hourly, fixed, or value pricing.
  • Automate the engagement letter process and collect payments at the same time—all online, securely from the firm’s website.
  • Upsell clients from tax preparation services to more lucrative monthly recurring revenue all in a few clicks.

Current CountingWorks PRO 3.0 subscribers can log into their account to set up payments right away. Those who are not current legacy subscribers can set up an appointment to talk to a CountingWorks rep about upgrading to the new CountingWorks PRO platform where Payments is being offered. 

“Tax and accounting professionals are starting to find how packaged pricing is driving increased revenue,” said Lee Reams, CountingWorks CEO. “With CountingWorks PRO Payments, professionals will close more engagements, get paid faster, digitize workflows, and grow revenue.”

Organize your transactions in your ClientHub.
Have your clients review a proposal.
Clients sign their engagement letter within the platform.
Collect payment directly from your website.

Pricing is as follows:

  • Credit and debit cards: Firms pay a flat 2.9% of the transaction amount.
  • ACH payments: Firms pay 0.5% of the transaction amount, capped at $10 per transaction.

Visit www.countingworkspro.com for more information or to sign up.

Get a trial here.
Schedule a demo here.

Press Release

CountingWorks PRO Releases Payments

November 21, 2022
/
1
min read
Lee Reams
CEO | CountingWorks PRO

FOR IMMEDIATE RELEASE

Newport Beach, CA 92660, October 18th, 2022 – CountingWorks PRO Payments automatically collects payments, creates winning proposals, and drives more monthly recurring revenue for tax and accounting professionals in just a few clicks.

Sending proposals, waiting for payments, and chasing down invoices means having less time to spend on value-added services. This new service offering, designed specifically for tax and accounting professionals’ needs, helps them move away from the old, unproductive paper-based payment process model into a modern, digital process.

Payments functionality includes:

  • Send a proposal in a matter of moments with any billing structure: hourly, fixed, or value pricing.
  • Automate the engagement letter process and collect payments at the same time—all online, securely from the firm’s website.
  • Upsell clients from tax preparation services to more lucrative monthly recurring revenue all in a few clicks.

Current CountingWorks PRO 3.0 subscribers can log into their account to set up payments right away. Those who are not current legacy subscribers can set up an appointment to talk to a CountingWorks rep about upgrading to the new CountingWorks PRO platform where Payments is being offered. 

“Tax and accounting professionals are starting to find how packaged pricing is driving increased revenue,” said Lee Reams, CountingWorks CEO. “With CountingWorks PRO Payments, professionals will close more engagements, get paid faster, digitize workflows, and grow revenue.”

Organize your transactions in your ClientHub.
Have your clients review a proposal.
Clients sign their engagement letter within the platform.
Collect payment directly from your website.

Pricing is as follows:

  • Credit and debit cards: Firms pay a flat 2.9% of the transaction amount.
  • ACH payments: Firms pay 0.5% of the transaction amount, capped at $10 per transaction.

Visit www.countingworkspro.com for more information or to sign up.

Get a trial here.
Schedule a demo here.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, lee has been developing best-in-class marketing solutions for over twenty years.

Lee Reams
CEO | CountingWorks PRO

As the founder and CEO of CountingWorks, Inc, Lee is passionate about helping independent tax and accounting professionals compete in the modern age. From time-saving digital onboarding tools, world-class websites, and outbound marketing campaigns, lee has been developing best-in-class marketing solutions for over twenty years.

Continue Reading

Practice Marketing
4
min read

How to Do Less Work While Generating More Revenue for Your EA, Accounting & Tax Firm

Practice Marketing
3
min read

How to Easily Grow Your EA, Accounting, or Tax Firm with a Scalable Referral Model

Guide
min read

Website Audit Guide- A Self Survey

Continue Reading

Practice Marketing
4
min read

How to Do Less Work While Generating More Revenue for Your EA, Accounting & Tax Firm

Practice Marketing
3
min read

How to Easily Grow Your EA, Accounting, or Tax Firm with a Scalable Referral Model

Guide
min read

Website Audit Guide- A Self Survey

Start growing your firm with CountingWorks PRO.

Start growing your firm with CountingWorks PRO.