Streamline Your Workflow
with Automated Triggers

Have you ever struggled to stay organized with your day-to-day workload, especially during tax season?
Let CountingWorks PRO revolutionize your tax and accounting practice with our workflow solutions and automation.

A laptop displaying the automated workflow on CountingWorks PRO portal.

Escape the Chaos of Manual Tasks

Chaos and anxiety shouldn't be the norm at work. Manual tasks and disorganized processes only distract you from your core responsibilities as a tax and accounting professional. CountingWorks PRO understands that you need an efficient daily workflow, which is why we offer automated triggers to simplify your day, every day.

Focus on High-Value Advice

As a busy tax expert, you deserve to take back control of your time. You want to focus on providing valuable advice to your clients, not tedious administrative tasks. CountingWorks PRO’s Kanban workflow with automatic triggers allows you to do just that. By automating routine tasks and processes, you can free up valuable time to focus on what truly matters—delivering high-value advice and services to the clients who trust you year after year.

Effortless Workflow Sequences

Even if you’re not tech savvy, setting up workflow sequences with our platform is as easy as 1-2-3. You can automate triggers based on milestones, like engagement letter e-signatures or client review requests. Seamlessly guide your clients and staff through the engagement and onboarding process, ensuring a smooth experience for everyone involved.

Tailored Solutions for Your Practice

Whether you need simple task reminders or complex workflow sequences, CountingWorks PRO can handle it all. From kicking off a to-do list after receiving an intake form to triggering an entire engagement through a client review request, our automated triggers can be customized to suit your specific needs. The result? A more organized and efficient practice, allowing you to cut your tasks in half and focus on what you do best.

Experience the Power of Automation

Ready to say goodbye to manual tasks and hello to streamlined efficiency? Try CountingWorks PRO today and experience the power of workflow automation. With our intuitive platform and customizable triggers, you'll be amazed at how much time you can save—and how much more organized and productive your practice can become.

CountingWorks PRO logo

Sign up today and take the first step towards a more efficient and successful practice.

Get a Free Trial

Build, grow, and run your firm with CountingWorks PRO

Talk to a human
Interface of the AI Co-Pilot tool by CountingWorks PRO. Get access to an extensive knowledge library of tax and accounting.