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.
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.
Help Me ChooseI want to talk strategy with product before I decide
This is where we workshop your firm’s narrative, demo upsell playbooks, and show you what running a firm without chaos actually looks like.
Talk to Product TeamI prefer to explore solo (no calls, please)
No pressure. Just proof.
Explore On My OwnBelow 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
2. Manage Quarterly Estimated Tax Payments
...