The work doesn’t bottleneck. The client doesn’t ghost. The job gets done.
You know the drill.
A client sends docs... then disappears.
Someone completes their questionnaire but never signs the engagement letter.
You finish prep and wait three days for a simple “OK to file.”
The work is always waiting on someone, and that someone is usually your client.
You’re relying on manual reminders. Sticky notes. Task spreadsheets.
It’s reactive. It’s chaotic. It’s killing your team’s time and your client experience.
We built a system that does the nudging for you.
Smart, automated, trigger-based workflows guide clients from task to task until the work is done. You’ll never have to chase down another tax document again.
Prep, planning, onboarding, advisory. Mapped out and ready to go
Client pays for services → engagement letter is sent → intake form delivered → to-do lists sent tax → prep begins
Sent via email, tracked in the dashboard, branded to your firm.
No more “What’s the status?"
Drag, drop, and done.
They see what’s next, what’s done, and what you need.
- Jaimie McLaine
You shouldn’t have to hand-hold clients through every part of the process.
With CountingWorks PRO, your workflows handle it for you:
Client signs → next step unlocked
Client uploads docs → staff task assigned
Prep completed → client notified to review
Filed → review request sent automatically
This is what execution looks like, without the manual follow-up. It’s a new and better way to run your tax business.
MAX can write client replies to every technical question
MAX can create tax planning reports and return analysis
MAX develops internal processes based on industry best practices
Let your workflows do what they’re built to do: Keep clients moving, work flowing, and your firm growing.
See A Live Demo
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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