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Digital Workflows for Accountants & Tax Professionals

As more firms are either choosing to or being forced to go virtual, it’s vital that each practice finds ways to ensure continuity with their client workflows.

However, going paperless and switching to cloud accounting can be intimidating, so we have created 30+ ready-to-use digital workflows you can implement immediately to better serve your clients.

The COVID-19 emergency quickly disrupted how many tax and accounting professionals work – but it didn’t create a new shift toward digital, it only accelerated existing trends. On top of being simply inefficient, operating with distributed workforces and working from home makes paper-based or manual processes impossible to complete.

To assist our subscribers with this shift, we have developed multiple digital workflows and integrated our platform with the world’s most popular workflow tool: Trello®. 

Replacing traditional operations and processes with an all-digital system is beneficial to clients, staff, and the environment. CountingWorks PRO for Trello® lets you work more collaboratively and get more done.

Check out our example CountingWorks PRO for Trello® Workflows here:

Business Tax Preparation Workflow

Individual Tax Preparation Workflow

Why CountingWorks PRO?

We’ve been empowering tax and accounting pros to look – and be – extraordinary since 2008. Choose a marketing automation platform that you and your clients will love – including a lightning-fast website, client newsletters, blog posts, video meetings, digital workflows, search engine optimization, social media posting, a client portal, and so much more.


What our awesome clients say about us…

CountingWorks PRO has been a lifesaver. We found them when looking for a new website vendor. CountingWorks PRO offers so much more! Their Learning Center blogs and social media posts are our most valuable tools. Responsiveness is outstanding. Their services save us so much time so that we can focus on client and lead conversations.

Sonja G.


“CountingWorks PRO is providing a good website with the right content, social media postings, and email marketing. This is a good option for a small practice owner.”

George V.

Enrolled Agent

“The staff at CountingWorks PRO were nothing short of professional and expedient in communication response. They have done a magnificent job on our website … Thanks to all the staff that played a part in helping us to grow and have nationwide visibility.”

Robert P.


“CountingWorks PRO helped us grow our business from a little CPA practice of two CPA’s and one secretary to eight or ten CPA’s and sixty professional and administrative staff.”

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Pat Murphy

Co-Owner of Murphy, Murphy, & Murphy

Full-service CPA Firm


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