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Partner With CountingWorks

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Put Your App or Service in Front of Clients — Through Their Accountant

Here’s the difference: when you partner with CountingWorks, you’re not just running ads. You’re stepping directly into the accountant–client relationship.

We give accountants a turnkey, freemium marketing engine — powered by MAX — that makes them look like pros while promoting your app or service to their own clients. We deliver:

Localized blog posts

Automated social media content

Niche-focused email campaigns

Well-drafted proposals

All branded as trusted advice from the accountant.

Learn More about This Partnership
MAX-powered Playbooks

How Our Playbooks Work

Every playbook is a full-funnel campaign preloaded into an accountant’s MAX account and customized for their firm:

Educational Blogs → published directly to the firm’s website

Emails & Newsletters → sent under the accountant’s name to their clients

Social Media Posts → scheduled and posted across their channels

Workflows & Triggers → automated nudges that drive client action

Proposals & Engagement Letters → ready to sign the moment a client says “yes”

And the magic? Accountants don’t have to lift a finger. The campaigns run across every touchpoint automatically — your product, delivered as trusted advice at scale.

Are you ready? Because we are.

Schedule a time for a Business Development meeting with us below.

Designed for Accountants

Three Paths to Partnering

1

For Apps & Software Platforms

(Ex: ADP, Xero, BILL, workflow tools, estate apps)

  • Your Win: Stickier adoption. Higher usage. Lower churn.
  • Our Win: Upgrades from freemium playbooks as accountants scale usage.
  • How It Works: We co-market to each other’s networks. Your app is embedded in a ready-to-launch campaign, and accountants activate it right inside their workflows.
  • Fees: None. Pure partnership + co-marketing.

Example: 10,000 accountants deploy your playbook → tens of thousands of SMBs start using your app as part of their tax/advisory services.

2

For Financial Services Vendors

(Payroll, insurance, lending, retirement, estate planning, wealth management)

  • Your Win: Accountants become your referral engine into SMBs and high-net-worth households.
  • How It Works: Sponsored playbooks put your service into emails, blogs, and proposals — all branded as the accountant’s trusted advice.
  • Partner Options:
    • Marketing Fee → sponsor a playbook campaign for guaranteed reach
    • Activation Fee → pay per accountant that deploys your playbook
    • Revenue Share → % of downstream client conversions

Example: A payroll playbook goes live with 1,000 firms. Clients receive branded education + an easy opt-in → measurable referrals at scale.

3

For Societies & Associations

(CPA societies, EA associations, chambers, niche groups)

Give your members AI superpowers without adding cost or complexity. Each member gets:

  • MAX Assistant → a trusted AI labor force trained in tax/accounting.
  • ClientHub Lite → a streamlined hub for docs + client communication.
  • Autopilot Playbooks → ready-to-run campaigns they can switch on instantly.

Why it works:

  • More value for members: real tools, not just another webinar.
  • Higher engagement & retention: members see results in their practice.
  • Zero cost to you: we manage onboarding, support, and upgrades.

This tax season, give your members an AI labor force that makes them productive, competitive, and future-ready.

Explore Partner Benefits

Why Partner With Us?

Trusted Channel

A recommendation from an accountant converts 10x better than ads.

Turnkey Automation

Campaigns run across every client touchpoint — no extra work.

Proven Funnel

You bring distribution. Accountants bring trust. MAX delivers adoption → upgrades → growth.

Let’s Talk Partnership

No Guessing.
Just Growth.

Every playbook is pre-loaded, tested, and updated. You don’t need to brainstorm, write, schedule, or send. You just need to choose your niche and say “go.”

Book a Demo

Rank in the AI Age with CountingWorks PRO

Talk to a human
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
...

Thank you! This is so helpful.
Gladly! Remember, you can also turn this information into audio and send to your clients directly via ClientHub.
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