In this final Tactical Tuesday of 2025, we’re walking through one of the most powerful (and time-saving) upgrades inside CountingWorks PRO: Workflow Playbooks.
This short tutorial shows how you can move beyond one-off tasks and start building repeatable, automated workflows using templates and sequences.
Here’s the simple idea:
A step is a single action (proposal, engagement letter, intake form, task, etc.)
A sequence is how those steps connect (one action triggers the next, automatically)
In this video, we walk through a real-world example:
- Send a Dental CFO proposal
- Once signed and paid → automatically send the engagement letter
- Once e-signed → trigger the intake form to collect client data
- Once completed → create internal to-dos and launch the client into the correct workflow
No chasing signatures.
No manual follow-ups.
No rebuilding the same process over and over again.
Who this is for:
- Tax & accounting firms
- Advisory-focused firms
- CountingWorks PRO subscribers
- Anyone looking to save time and deliver a better client experience
Why this matters:
- Fewer manual steps
- Faster onboarding
- Consistent delivery
- Better client experience
- More leverage without adding staff
Workflow Playbooks give you more power from automation—without adding complexity.
Need help or have questions?
If you’re a current CountingWorks PRO subscriber, reach out to our Customer Success team: 📩 help@countingworkspro.com
If you’re new to CountingWorks PRO and want to see whether the platform is a fit for your firm, you can schedule time with one of our product specialists here: 👉 https://www.countingworkspro.com
This is how modern firms scale workflows—without scaling chaos.
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