What is CountingWorks PRO?
CountingWorks PRO is a digital front office platform designed exclusively for tax and accounting firms. It streamlines client engagement, communication, onboarding, marketing, and practice management into a single system. It includes a branded client portal (ClientHub), built-in AI tools (called MAX), website and content automation, workflow tools, billing and e-signature capabilities, and more.
What makes CountingWorks PRO different from other client management tools?
Unlike generic CRM or project management tools, CountingWorks PRO is purpose-built for accountants and tax professionals. That means templates, automations, and workflows are aligned with the tax season, compliance tasks, and the day-to-day challenges of running a professional accounting practice.
What does CountingWorks PRO include?
Some of the core features include:
- ClientHub: Secure client portal with messaging, file sharing, reminders, and scheduling
- Workflow Automation: Task boards, intake forms, proposal/e-signature automations
- MAX AI Assistant: Custom email, blog, and website content generation
- Web + SEO Tools: Website builder, local SEO setup, blog content, newsletter marketing
- CRM + Lead Capture: Track inquiries, intake forms, and lead progress
- Billing + Contracts: Send proposals, engagement letters, collect signatures, take payments
Is CountingWorks PRO a good fit for small firms?
Yes, CountingWorks PRO is designed for small, independent tax and accounting firms. This SaaS product is especially beneficial for growth-stage firms, firms with a handful of staff members looking to cut down on tedious tasks, or solo practitioners who want to automate and scale. If you're a solo preparer with a small number of clients and no interest in growing, the platform may offer more features than you need.
How customizable is CountingWorks PRO?
Very. The MAX AI allows modular, customizable website layouts, personalized engagement letters, niche blog content, tone-matching emails, and automated workflows based on your practice structure. Templates are starting points, not constraints.
Will my clients get a better experience?
Absolutely. With ClientHub, your clients get a secure, modern, all-in-one portal for:
- Uploading documents
- Messaging you directly
- Scheduling appointments
- Receiving status updates
- Signing documents and paying invoices
This reduces back-and-forth emails and creates a more polished, professional client journey.
What makes CountingWorks PRO different from other accounting CRMs or software?
Most tools are either:
- One-size-fits-all CRMs – not built by tax people for tax people
- Generic marketing platforms – that require hiring extra staff
- Complicated software – with no real support
- No cookie-cutter websites – we believe that cookie-cutter is dead and we’re here to help you stand out in a sea of sameness online
CountingWorks PRO is purpose-built for small to mid-sized firms. Every template, every feature, and every automation is tailored to the needs of real accounting and tax pros. We combine personalized support, concierge-level onboarding, done-for-you marketing, and MAX—our brand-trained AI assistant—into a single front office ecosystem.
You don’t just get software. You get a team.
How does MAX AI help me as a tax or accounting professional?
MAX is CountingWorks PRO’s integrated AI engine. It helps with:
- Writing branded, SEO-optimized blog content for your niche and city
- Customizing engagement letters, proposals, and emails
- Building websites with your tone, services, and branding
- Rewriting or localizing onboarding messages
- Suggesting automated follow-up and retention workflows based on client behavior
MAX learns your brand voice and adapts over time, making your client communication feel personalized and professional.
What’s included in CountingWorks PRO?
Depending upon which subscription you choose, your CountingWorks PRO package will include:
- ClientHub: Secure portal with file sharing, messaging, e-sign, scheduling, and payment tools
- MAX AI Assistant: Branded blog posts, email content, website copy, and more—trained on your voice
- Automated Workflows: Engagement letters, onboarding sequences, client follow-ups, etc.
- Website + Local SEO: Google-friendly websites, blog automation, and GEO-optimized pages
- Concierge Marketing Support: Strategy guidance, custom ideas, industry-specific targeting
- Review + Retention Systems: Reputation management and lifecycle marketing tools
- CRM & Intake: Track leads, tasks, and pipeline progress in one place
- Billing & Payments: Proposals, invoicing, contracts, e-signature, and payment links
How easy is it to get started?
Very. Most clients are live within 1-2 weeks, with full onboarding support included. We don’t throw you a dashboard and disappear—we guide you step-by-step.
Our onboarding includes:
- Personalized kickoff call
- Website design & SEO setup
- Portal configuration
- Workflow automation
- MAX AI voice training
- Ongoing check-ins and marketing strategy
You’ll know exactly what to do and how to do it—and our team will help every step of the way.
Do I need to hire a marketing person to use CountingWorks PRO?
Not at all.
That’s the myth we’re here to bust. Most tax pros think “If I buy a marketing tool, I’ll have to learn it all or hire someone.” With CountingWorks PRO:
- You don’t have to write your own content
- You don’t have to figure out SEO
- You don’t have to build a pipeline from scratch
Our AI + human marketing concierge service gives you the power of an in-house team—without the payroll.
Why is MAX AI different from other AI tools?
MAX is trained on your firm, your services, your tone, and your industry. We update daily on the tax code, and our system is more up-to-date on financial news and data than non-specialized systems.
This means every email, blog post, onboarding message, or review request is personalized, accurate, and on-brand.
MAX doesn’t just write. It:
- Suggests lifecycle campaigns based on your client behavior
- Improves follow-up timing
- Personalizes engagement letters
- Writes like you, not like a robot
- Learns and adapts over time
This is AI that knows accounting, and knows you.
How does CountingWorks PRO support client retention?
We help you stay connected year-round, not just during tax season. You’ll get:
- Automated re-engagement emails
- Review and testimonial requests
- Lifecycle triggers (6-month check-in, etc.)
- Evergreen blog content
- Branded monthly newsletters
- Segmented nurture sequences by client type
What kinds of firms use CountingWorks PRO?
We’re a great fit for:
- Solo CPAs or EAs who want to grow
- Boutique firms with 2–10 team members
- Niche firms (real estate, dental, contractors, etc.)
- Remote or virtual firms
- Multi-office firms needing consistency
- Firms who need more time to do the work they love
If you're drowning in admin or trying to grow without burnout—we built this for you.
Does CountingWorks PRO help with SEO and GEO (Generative Engine Optimization)?
Absolutely. We’re one of the first platforms to focus on GEO optimization for accounting firms. That means you can show up when someone types or asks:
- “Can I deduct my home office in Florida?”
- “Best bookkeeper for dental practices in Dallas”
- “What’s the franchise tax filing deadline in California?”
We build location-specific landing pages, FAQ schema, and natural language content for tools like ChatGPT, Perplexity, Bing AI, and Google SGE.
What are common concerns, and how do you solve them?
Can I use CountingWorks PRO with my existing software?
Yes. CountingWorks PRO is software-agnostic. Although CountingWorks PRO does have a built-in CRM and secure document upload center in ClientHub, our clients also use a variety of other software programs, including:
- Drake
- UltraTax
- Lacerte
- TaxDome
You keep the backend tools you love and we modernize everything that faces your clients.
General Information
What are your hours of operation?
Our team is available Monday through Friday, 6:00 AM – 5:00 PM PT.
We are closed on weekends and federal holidays.
How can I contact CountingWorks?
- Live Chat (Best Option): Use the chat feature on our website or Portal for the fastest response.
- Phone: Call us at 1-800-442-2477.
- Appointments: For personalized attention, we recommend scheduling an appointment with a staff member. Click here to schedule.
- Email: You can also reach us at help@countingworks.com.
Where are you located?
CountingWorks is a U.S.-based company, serving tax and accounting professionals nationwide.
Services
What services do you provide?
We specialize in helping tax and accounting professionals grow their practices through:
- CountingWorks PRO: Websites, digital marketing, automation, client portals, and more.
- CountingWorks Learning Center: High-quality continuing professional education (CPE) for tax and accounting professionals.
- ClientHub (Powered by MAX): AI-driven client communication, intake, proposals, payments, and workflow management.
Do you offer free trials?
Yes, you can sign up for a free trial of select CountingWorks PRO features.
Support
What is the best way to get help quickly?
Live Chat is the fastest way to connect with our team. Our support staff can answer questions, resolve issues, and guide you step-by-step.
Can I get one-on-one help?
Yes. The best way to get personalized assistance is by scheduling an appointment with a staff member. This ensures you get dedicated time with the right specialist.
Do you have a help center or resource library?
Absolutely. Visit our Help Center for guides, tutorials, and answers to common questions.
I need to make changes to my website, where can I send those?
You can send your changes to help@countingworks.com and our designers will take care of them for you.
Accounts & Billing
How do I update my billing information?
Log in to your account and navigate to Billing, or contact support via chat.
What if I need to cancel or change my plan?
Plans can be adjusted anytime by logging in to your Portal and updating your plan in the Billing section. Please contact us via chat or schedule an appointment for assistance.
How are plans billed?
You can choose to be billed monthly or yearly when you sign up—whichever works best for you. Your payment covers your plan through the end of that billing period, and while we don’t offer refunds, you’ll still have full access to the platform until your current term ends, even if you decide to cancel.
Continuing Professional Education
(CountingWorks Learning Center)
Where can I access my CPE courses?
Log in to the CountingWorks Learning Center at https://taxcpe.litmos.com/account/Login to access your courses.
Do your CPE courses meet state and IRS requirements?
Yes. All CountingWorks Learning Center courses are designed to meet or exceed IRS and state board requirements.
How do I get my CPE certificate?
After completing your course and passing the required exam, you can download your CPE certificate directly from your CountingWorks Learning Center account.
Go to the Achievements section in the left-hand menu. You can access this tab from any course, webinar, or the main account menu.
How often are hours reported?
We report to the IRS and CTEC weekly.
Privacy & Security
Is my client and firm data secure?
Yes. CountingWorks uses bank-level encryption and secure servers to protect your data. We also follow all applicable compliance requirements.
Do you share my data with third parties?
No. Your information is private and only used to provide you with the services you request.
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