Deliver a better experience — without more work.
CountingWorks PRO helps tax, accounting, and bookkeeping firms deliver a consistently great client experience — one that feels responsive, professional, and valuable at every stage of the relationship.
Not by adding more touchpoints. But by connecting and automating the ones that matter most.
In a world of rising client expectations, commoditized tax prep, and AI-generated answers everywhere, experience is what clients remember.
CountingWorks PRO turns client experience into a system — not a guessing game — so firms can build trust, improve retention, and expand relationships without increasing workload.
Great client experience doesn’t come from “trying harder.”
It comes from intentional systems that make every interaction feel:
CountingWorks PRO orchestrates the full client journey — before, during, and after delivery.
ClientHub is where everything comes together.
No confusion.
No scattered emails.
No wondering what’s happening.
Clients don’t expect instant answers — they expect acknowledgment and clarity.
CountingWorks PRO automates:
So clients feel taken care of — even when your team is busy.
From the first email to ongoing advisory communication, experience should feel seamless.
CountingWorks PRO ensures:
This is how firms look bigger, more polished, and more valuable — without acting bigger.
Client experience isn’t just about satisfaction.
It’s about staying power.
With CountingWorks PRO, firms can:
When clients feel informed and supported, they stay — and they say yes more often.
Every interaction is supported by MAX, our AI engine trained specifically on tax, accounting, bookkeeping, and advisory firm workflows.
MAX helps firms:
This is experience powered by intelligence — not more effort.
Great advisory firms don’t “sell” advisory.
They earn it through trust and experience.
CountingWorks PRO supports advisory growth by:
This is how compliance relationships evolve into advisory partnerships.
Firms frustrated by client confusion and follow-ups
Practices that want to stand out without discounting
Firms shifting toward advisory services
Firms that want to scale without losing the personal touch
If clients interact with your firm, CountingWorks PRO improves that experience.
One unified experience layer
Automation without losing humanity
Designed for trust, clarity, and retention
Built specifically for tax, accounting, and advisory firms
This is how firms turn experience into a competitive advantage.
CountingWorks PRO helps your firm create a client experience that feels effortless, professional, and valuable — for your clients and your team.
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
2. Manage Quarterly Estimated Tax Payments
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