CRM & ClientHub

You shouldn’t have to assemble a dozen tools just to manage one client. But here you are:

But here you are:
• Emails in Outlook.
• Docs in Dropbox.
• Notes in TextEdit.
• Data in a spreadsheet.

‍Welcome to chaos and compliance risk.

It’s not your fault.
‍ You’ve outgrown the patchwork.

Your firm isn’t “small” anymore. Your clients aren’t just numbers on a return.
‍
They expect fast communication, clear requests, and secure access. Now you’re stuck duct-taping the experience together.

That’s why we built CRM & ClientHub: The modern, secure command center for running your tax and accounting firm.

One Hub. One Login.
‍Everything They (and You) Need.

SEO-powered blogs, written, and auto-posted

No more wondering what to write or when to post

Social media that stays active, even when you’re not

We schedule it, brand it, and make you look like a social pro

Landing pages and email funnels that sell your services 24/7

Because “hoping they call back” isn’t a strategy

Review and referral campaigns that actually run

Automated nudges that turn clients into marketers

A dedicated team + AI working behind the scenes

MAX, our proprietary AI + real humans = marketing magic

See It in Action – Book A Demo

“The client portal and CRM tools have been excellent for helping me interface and build relationships with my clients.”

— Brian Bunn

IRS-Compliant. 2FA Secure.
‍Sleep-Better-at-Night Ready.

You can’t afford to guess when it comes to security. And your clients won’t tolerate outdated portals or unsecured links.

ClientHub meets IRS standards for data handling and communication:

Two-Factor Authentication (2FA) on every login

End-to-end encrypted file transfers + messaging

Permission-based access control

Audit trails + activity logs

Automatic backups + secure cloud infrastructure

You get peace of mind. Your clients get a best-in-class experience.
And you stay compliant—without lifting a finger.

Built to Work. How You Work.

Whether you’re onboarding a new client, sending a proposal, collecting documents, or just trying to remember who asked what…ClientHub is your single source of truth. Timeline view of every touchpoint

Instant file preview + download

Internal notes, client messages, form links—all in one clean thread

Integrates with your workflows, calendar, and campaigns

The Relationship Doesn’t End with a Tax Return.

So why use tools that assume it does?
CountingWorks PRO gives you a real CRM, a secure client portal, and a frictionless way to communicate, share, and grow—together. All branded. All automated. All yours.

Try ClientHub Now

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.