Human-verified. AI-powered. Fully customized. Automated at scale.
CountingWorks PRO delivers marketing automation no other platform can replicate — combining human-verified expertise, AI-powered personalization, and playbook-driven execution to create fully customized marketing at scale.
Not templates.
Not generic content.
Real marketing — done for you, on autopilot.
Most marketing automation tools force firms to choose between:
CountingWorks PRO delivers both.
We combine:
So every firm gets marketing that looks, sounds, and reads as if it was created just for them — because it is.
Most automation fails because it feels generic.
CountingWorks PRO layers automation with a Marketing Concierge model that protects quality, positioning, and trust.
Automation handles execution. Humans ensure it still feels like your firm.
Every firm’s website is:
No cookie-cutter templates. No copy that sounds like every other firm.
Your website becomes a living marketing asset — not a static brochure.
This is where CountingWorks PRO is fundamentally different.
Every firm gets unique, original content — without lifting a finger. This is how firms win in:
Marketing shouldn’t require constant planning.
CountingWorks PRO includes pre-built marketing playbooks designed specifically for tax, accounting, bookkeeping, and advisory firms.
Each playbook automatically launches:
All mapped to real firm growth opportunities.
Tax Prep → Advisory Upsell
Virtual CFO Advisory
Capital & Exit Planning
HR & Payroll Advisory
New Business Formation
New Homeowners
High-Income & Dual-Income Households
Industry- and niche-specific campaigns
Prefer something custom? You can build your own playbooks, too.
Marketing automation inside CountingWorks PRO isn’t random.
Campaigns trigger based on:
That means delivering the right message, to the right client, at the right time. Without manual effort.
Behind every campaign, post, and page is MAX, our AI engine trained specifically on tax, accounting, bookkeeping, and advisory firm growth.
MAX helps firms:
This isn’t AI writing content for firms. It’s AI working with your firm’s expertise.
This is marketing automation that actually works for professional firms.
Firms tired of generic marketing tools
Practices that want visibility without hiring marketers
Firms shifting from compliance to advisory
Firms that want consistent growth without constant effort
If you want marketing that runs in the background — and compounds over time — this is it.
From custom websites and blogs to automated advisory campaigns, CountingWorks PRO gives your firm a marketing engine that works while you focus on 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
2. Manage Quarterly Estimated Tax Payments
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