AI-Powered Features That Grow Your Firm

Smart Narrative Websites

Your Website Isn’t Just a Website — It’s Your First Impression.

Custom copy that makes you stand out from the sea of sameness

Built for SEO and today’s AI-powered search engines

Mobile-ready, blazing-fast, and designed to convert

Cookie-cutter is dead. Narrative wins.

Marketing on Autopilot

Lead generation. Upsells. Referrals. Without you lifting a finger.

Smart playbooks triggered by your client list and segmentation

Email + blog + social media campaigns — built in

Zero marketing experience required

One new client could cover your plan. Everything after that is growth.

CRM + Client Hub

A Dashboard That Makes You Look Premium — And Run Smoother.

Every message, doc, and task — all in one client portal

Shared view with your team + automation triggers

Built-in eSignature, secure file sharing, and payment capture

One login. One place. Zero confusion.

MAX, Your AI Assistant

Meet MAX — The AI Assistant Built for Tax and Accounting Pros.

Writes your blogs, emails, responses, and social posts

Trained on the tax code and updated all year

Adds human-curated insights you can trust

MAX doesn’t replace you. It multiplies you.

Smart Intake + Onboarding

Onboarding That Feels Premium — But Runs Itself.

Custom intake forms with smart routing

Triggers proposals, letters, and first tasks

One-click approval and auto-file upload for clients

Looks high-end. Runs on autopilot.

CountingWorks PRO ClientHub To-Do list showing completed tasks and late tasks

Proposals, Engagements & Payments

Win Clients and Get Paid — Faster.

Send polished proposals in minutes

Auto-generate engagement letters

Capture ACH or card payments instantly

Get out of admin mode. Get back to advisory.

Retention Marketing + Upsells

Clients Come for Taxes. They Stay for Planning.

Playbooks that upsell advisory, payroll, and more

Sent at the right time, to the right clients

Easy follow-ups and scheduling built in

The best time to grow revenue? From clients you already have.

Reputation & Visibility Tools

Your Firm Should Look as Good Online as It Is in Person.

Review requests auto-send after key milestones

Social proof integrated into your site

TaxBuzz profile boosts your search visibility

Referrals and rankings don’t happen by accident.

Rank in the AI Age with CountingWorks PRO

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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Thank you! This is so helpful.

Gladly! Remember, you can also turn this information into audio and send to your clients directly via ClientHub.

One Platform. All Your Growth Tools. All Working Together.