The Growth Platform for Modern Tax, Accounting & Bookkeeping Firms

CountingWorks PRO is an all-in-one growth platform built specifically for tax professionals, accounting firms, and bookkeeping-led advisory practices that want to attract better clients, convert more of the right opportunities, and retain clients longer — without adding more tools, staff, or complexity.

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What We Mean by “Growth Platform”

Most software helps firms operate.

CountingWorks PRO helps firms grow.

Our platform connects every client-facing touchpoint — from first impression to long-term relationship — into one unified system designed to drive measurable growth for tax, accounting, and bookkeeping firms.

With CountingWorks PRO, firms can:

Attract more qualified prospects through modern visibility and search
Convert leads faster with automated onboarding and proposals
Deliver a better client experience that increases retention and advisory adoption

All powered by AI. All built for professional services firms in the tax and accounting ecosystem.

One Platform. Three Growth Outcomes.

1 | Attract the Right Clients

Be visible where modern clients search — and show up with a clear, compelling message.

Search-optimized websites and content
Local and niche visibility
Reviews, reputation, and authority building
AI-assisted blogs, newsletters, and social content

This is how firms stop relying on referrals alone.

2 | Convert More Opportunities

Turn interest into clients — automatically.

Smart intake forms
Automated proposals and engagement letters
Integrated payments and workflows
ClientHub for seamless onboarding

This is where growth stops being manual.

3 | Retain and Expand Client Relationships

Deliver an experience clients notice — and stay for.

Consistent communication and follow-ups
Ongoing engagement campaigns
Client experience automation
Advisory-friendly workflows that increase lifetime value

This is how firms grow revenue without growing workload.

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Built for Every Stage of a Firm’s Growth

CountingWorks PRO adapts to how tax, accounting, and bookkeeping firms grow — not the other way around.

Solo Tax Professionals & Bookkeepers

For solo practitioners and bookkeeping-led firms who want to:

Look established and credible
Generate inbound leads without hiring marketers
Automate onboarding and client communication
Compete with larger firms using AI

Growing Firms
(2–5 Team Members | Under $1M Revenue)

For accounting, tax, and advisory firms ready to:

Systematize marketing and client acquisition
Improve conversion rates and responsiveness
Reduce admin work through automation
Begin shifting from compliance work into higher-value advisory services

Established Firms & Advisory Practices ($1M+ Revenue)

For firms focused on:

Scaling without adding overhead
Improving client experience and retention
Modernizing brand, visibility, and systems
Building a firm that runs without constant owner involvement

Purpose-Built for the Tax, Accounting & Advisory Ecosystem

CountingWorks PRO isn’t generic software.

Everything is designed specifically for:

Tax professionals and tax-only firms
Accounting and CPA firms
Bookkeeping firms offering advisory services
Virtual CFO and advisory-first practices

From profession-specific language to compliance-aware workflows, the platform understands how these firms actually operate — and how they grow.

Powered by MAX — Our AI Engine for Firm Growth

At the center of the platform is MAX, our proprietary AI engine trained specifically on tax, accounting, bookkeeping, and advisory firm use cases.

MAX helps firms:

Create marketing and educational content faster
Personalize client communications at scale
Automate workflows and follow-ups
Turn expertise into repeatable, profitable growth

This isn’t generic AI.
It’s AI purpose-built for professional services firms.

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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The Growth Platform for Modern Tax, Accounting & Bookkeeping Firms