Let’s Migrate You to a Smarter, Faster CountingWorks PRO

You’re on a legacy version of the platform—and it’s time to unlock the full power of automation, AI optimization, and modern client engagement tools.

Schedule My Migration Call

What You Get with the Upgrade

Seamless transfer of all your data (no downtime, no headaches)

Improved UX with faster load times and a cleaner interface

Google + Outlook calendar sync and appointment workflows

AI-powered blog, newsletter, and proposal automation

A setup team that does the work for you

Why This Matters Now

The old platform isn’t optimized for modern SEO, AI search, or the tools we’re building next.

We’ll keep it running a little longer—but all new features, security updates, and performance enhancements are only on the new platform.

Let’s Make It Easy

Book your onboarding call now and we’ll:

Review your current setup

Customize your new layout + tools

Complete the migration for you

You just show up. We’ll do the rest.

Schedule My Migration Call

One call. One smooth upgrade. One giant leap forward for your firm.

I’m ready to upgrade—just need help picking the right plan.

Book a 30-minute call with our sales team.

We’ll help you match your goals to the right plan and show how automation, AI content, and client flows can pay for themselves—fast.

Help Me Choose

I want to talk strategy with product before I decide

Schedule a 30-minute call with our product team.

This is where we workshop your firm’s narrative, demo upsell playbooks, and show you what running a firm without chaos actually looks like.

Talk to Product Team

I prefer to explore solo (no calls, please)

Browse features, watch Tactical Tuesdays, and hear real stories from firms like yours.

No pressure. Just proof.

Explore On My Own

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.

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