The Platform That Runs Your Firm Doesn’t Start with a Sales Pitch

Pick the path that fits your style. Whether you want to talk plans, dive into strategy, or explore solo—we’ve got you.

You're not just buying software. You’re building a smarter, leaner, client-winning firm. So let’s start this journey the way that works for you.

I’m ready to sign up—just need help picking the right plan.

Book a 30-minute call with our sales team.

We’ll help you match your goals to the right plan and show how automation, AI content, and client flows can pay for themselves—fast.

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I want to talk strategy with product before I decide

Schedule a 30-minute call with our product team.

This is where we workshop your firm’s narrative, demo upsell playbooks, and show you what running a firm without chaos actually looks like.

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I prefer to explore solo (no calls, please)

Browse features, watch Tactical Tuesdays, and hear real stories from firms like yours.

No pressure. Just proof.

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Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

  • Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
  • ...

2. Manage Quarterly Estimated Tax Payments
...

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