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:

1. Fewer manual steps
2. Faster onboarding
3. Consistent delivery
4. Better client experience
5. 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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