Automate Your Entire Front Office — Not Just Pieces of It

From proposal to payment — fully automated, at scale.

CountingWorks PRO gives tax, accounting, and bookkeeping firms a fully automated front office — handling everything from proposals and engagement letters to intake, approvals, delivery, and payment.
No disconnected tools.
No manual follow-ups.
No bottlenecks before work even begins.

See Front Office Automation in Action

Book a Demo

What Is Front Office Automation?

Your front office is everything your client sees before work is delivered — and often where growth breaks down.

CountingWorks PRO automates the entire client-facing workflow so firms can:

Move faster
Convert more opportunities
Reduce admin work
Deliver a smoother client experience

All while maintaining control, compliance, and visibility.

One Front Office. Fully Connected.

1 | Proposals & Engagement Letters — At Scale

Send hundreds or thousands of proposals and engagement letters at once — without losing personalization or control.

Proposal templates by service or segment
Engagement letters generated automatically
Bulk sends with tracking
Built-in eSign

This is how firms stop chasing signatures.

2 | Intelligent Intake — One-to-One, Not One-Size-Fits-All

Collect the right information from the right client — every time.

Custom, dynamic intake forms
Conditional logic based on services
One-to-one personalization
Clean data flowing directly into your CRM

No more PDFs. No more back-and-forth.

3 | Tasks, To-Do Lists & Kanban Boards

Turn intake into action automatically.

Auto-generated task lists
Workflow stages visualized in Kanban boards
Internal accountability without micromanagement
Clear handoffs across the team

Everyone knows what’s next — without asking.‍

4 | ClientHub, CRM & Communication — Unified

Everything lives in one place.

Built-in CRM
Client portal (ClientHub)
Secure messaging and document access
Full visibility into every client relationship

No more jumping between systems.

From Ready to Deliver → Approved & Paid

Front office automation doesn’t stop when work is done.
CountingWorks PRO also streamlines how work is reviewed, approved, and paid for.

Tax Return & Deliverable Review

Secure delivery of returns and documents
Client review and approval workflows
Clear audit trail
Reduced friction at the finish line

Integrated Payments

Collect payments before or after delivery
Reduce delays and follow-ups
Tie approvals directly to payment actions

Work doesn’t move forward until it’s approved and paid.

Intelligence Behind Every Step — Powered by MAX

Every front office workflow is enhanced by MAX, our AI engine trained specifically on tax, accounting, and bookkeeping firm operations.

MAX helps firms:

Route clients intelligently
Trigger the right workflows automatically
Reduce errors and missed steps
Personalize the experience at scale

This isn’t automation without context.
It’s intelligent automation designed for real firms.

Built for Growth, Not Just Efficiency

Front Office Automation with CountingWorks PRO helps firms:

Increase conversion rates
Reduce time spent on admin work
Improve responsiveness and client satisfaction
Prepare clients properly before work begins

This is how firms grow without burning out.

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
...

Thank you! This is so helpful.

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