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In this solo Tactical Tuesday, Lee breaks down one of the simplest (but most overlooked) growth tools inside CountingWorks PRO: your voice. Learn how to use audio to make your firm feel more personal, reduce back-and-forth with clients, and deliver 1:1 experiences at scale—without burning more hours. From voice memos to AI-generated tax summaries in your cloned voice, this demo shows how you can turn “Hey, just checking in” into a fully automated, totally human touchpoint.
🔥 Live walkthroughs include:
- MAX Voice prompts that sound like you
- Recording client audio notes in ClientHub
- AI podcast segments like “Should I Be an S-Corp?”
- Audio onboarding guides that guide (so you don’t have to)
This one’s for firms that want to scale without sounding robotic. Watch now and see why your voice is your unfair advantage.