Modernize Your Practice with CountingWorks PRO

Embrace the digital revolution and exceed client expectations with a modern experience they'll love. CountingWorks PRO streamlines every interaction – from intake forms to e-signatures and more – making it easier, faster, and more satisfying for you and your clients.

What We Do

Our platform makes it easy to modernize your firm with less effort.

1

Your Website: The Digital Front Office

Transform your website into a 24/7 front desk:

  • Organic Search Rankings: Rank higher thanks to local SEO services and website templates designed for what Google wants today.
  • Extended Online Presence: Establish yourself as a thought leader with social media and blog posts.

2

Simplify Client Onboarding

Digitize the entire onboarding process to save time and reduce frustration:

  • Digital Intake Forms: Get all of the information you need without lengthy client meetings.
  • Automated To-Do Lists: Let your clients know what documents you need from them without constant calls and email reminders.

3

Effortless Scheduling and Communication

Booking appointments and staying connected has never been easier:

  • Online Scheduling: Clients and prospects can book appointments directly on your website.
  • Secure Chat and Sharing: Convenient two-way communication with bank-level security.

90%

Newsletter Open Rate

57%

Increase

in Traffic

194

1st Page Rankings

We Help Companies Like You Market & Grow

Read Our Case Studies

We are trusted by over 8,000 CPAs, Enrolled Agents, and Tax Professionals

"We cannot overstate the high quality of service that CountingWorks PRO consistently provides in support our company, Ashford Accounting Group... We definitely recommend working with Patrick and the CountingWorks Pro team to meet your business needs!"

J. PIERCE BILYEU, MSA, COA, CFE
Ashburn, VA CPA

"I get a lot of compliments on my website, the FaceBook posts and the LinkedIn articles. My practice revenue has grown 58% so far this year over last year's total. If I hit my targets for the 4th quarter, I'll be up 80% for the year. I attribute a lot of this growth to the website. Interestingly, I really hadn't planned on this much growth."

MARLENE VAN SICKLE, CPA
Austin, TX CPA

"Patrick is super helpful, professional and knowledgeable. I've been using CountingWorks for the past two years and wish I would have found it years before. It is super easy to use, very affordable, the support is excellent, and our clients love the platform as well."

MELISSA POWER, CPA
Morgantown, WV CPA
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Attract more clients and keep them for life.

Discover how CountingWorks PRO can modernize your client experience from the ground up. You and your clients will soon be able to operate remotely from anywhere with our suite of digital tools. Get started now.

Talk to An Expert

Build, grow, and run your firm with CountingWorks PRO

Talk to a human
Interface of the AI Co-Pilot tool by CountingWorks PRO. Get access to an extensive knowledge library of tax and accounting.