Let's dive deep.

We have spent the last 25 years analyzing the lifecycle of a typical accounting firm and have narrowed it down to four main steps.

We know that the tax and accounting industry is unique, which is why our platform has been built with your specific needs in mind.

Thousands of accounting and tax firms use CountingWorks to get everything they need to grow.

We invite you to explore how our platform could transform your practice.

Speak with our team

We're here to help you grow your firm—but we need to meet you first! Let's get you a demo.

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Our Platform

Getting Found | Converting Clients | Managing Clients | Client Loyalty

Get found and grow your traffic month over month

We don't just build you a website—our team stays on top of the current digital marketing trends to bolster your firm's online rankings and increase website traffic.

We help you with everything from creating content, search engine optimizations, automated social media posting, and technical updates that get your firm found.
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Convert your website visitors into clients with ease

Calls to action with integrated forms help you grow your contact list while live chat proactively answers questions for buyers ready to engage with your firm immediately.

What used to take months, is now truncated into a few simple steps.
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Manage your client work

Within our ClientHub, you can digitize your practice and simplify your work.

One place for you and clients to plan, communicate, and get work done. Break down communication silos, save time, and build a more efficient practice—digitally. 
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Keep your clients coming back year after year

With CountingWorks PRO, you can automate client marketing. No writing or time required.

Subscription options include our automated monthly newsletter. You can customize your own articles, let it run as is and even create several topic specific newsletters to target specific client groups. Yes, you can manage multiple newsletters under one platform.
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Join over 8,000 CPAs, EAs, and tax professionals who Count on CountingWorks

Find out why companies choose us over the competition.




"Charles and I are very pleased with the Newsletter scheduled to go on on December 3. We are still going through it. We feel our clients will welcome the quarterly newsletter with its current information. The CountingWorks team has performed in such a professional decorum with us in their promptness in responding to all of our e-mail requests. You are truly appreciated!"




"I must say that I am beyond impressed with CountingWorks PRO services, I truly wish I had found you sooner. I am extremely satisfied with your product and services; I truly believe that you have a visionary team and an exceptional package which sets you apart from the other CPA website providers out there. Keep up the great work!"




The changes I have seen are great. I love that we can now push a password change for our clients. That is much better than the option before, praying that their email was secure and not hijacked. I also really like that the portal window shows our business name. Being generic before was a little awkward for some of our clients. Well done. Thank you for your hard work at making the technology grow with the times. Well done."

Build, grow, and run your firm with CountingWorks PRO

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