CountingWorks PRO brings your firm story, website, visibility, Marketing Concierge support, leads, onboarding, ClientHub communication, MAX Practice Intelligence, AI Workflows, and campaigns together in one connected platform.
Built to help tax and accounting firms attract better clients, onboard faster, follow up smarter, and grow more valuable relationships.
Connected operating layer
Client-facing experience
Firm Story
Narrative website
Visibility
SEO · TaxBuzz · Reviews
Concierge
Strategy workspace
Leads & CRM
Pipeline
Proposals
Payments · Engagements
ClientHub
Secure communication
MAX
Next best actions
AI Workflows
Command to action
Campaigns
Advisory growth
CountingWorks PRO connects the client-facing journey from first impression to ongoing growth.
Found
Help better clients discover and trust your firm.
Chosen
Give prospects a clearer reason to pick you.
Onboarded
Move clients from yes to started with less friction.
Served
Keep clients informed, organized, and moving forward.
Expanded
Grow relationships with smarter follow-up and advisory.
Most firms already have tools. The problem is that the client experience still depends on too many disconnected pieces — a website here, an inbox there, a proposal tool, a payment link, a portal, a CRM, a spreadsheet, and generic AI sitting outside the workflow.
CountingWorks PRO connects the client-facing side of your firm so your story, systems, intelligence, workflows, and client communication work together.
We help clarify who your firm serves, what problems you solve, and why the right clients should choose you.
We connect the journey from first impression to signed engagement to ongoing relationship growth.
Marketing Concierge and expert-guided strategy help you execute instead of leaving your team to figure everything out alone.
Before: disconnected tools, manual follow-up, generic messaging
After: one connected client-facing experience
Cookie-cutter is dead. Narrative wins.
Most firm websites list the same services and sound like every other firm. CountingWorks PRO helps clarify your firm's story — who you serve, what you solve, and why the right clients should trust you.
Then that story becomes the foundation for your website, service pages, niche pages, campaigns, reviews, content, and client experience.
yourfirm.com
Narrative siteTax strategy for business owners
Tired of being surprised in April?
Better decisions all year — not just at filing time.
Book a consultationBusiness owners
Real estate
Dual-income
Tax prep, bookkeeping, payroll, advisory.
Strategy for owners tired of April surprises.
Visibility dashboard
Recommendation readyTaxBuzz profile
Verified
Reviews
4.9 avg
Local visibility
93% pack
Content signals
12 live
Your firm still needs to be found. But search is becoming more recommendation-driven.
Today, your website, content, reviews, TaxBuzz profile, local presence, authority signals, and firm narrative all help people, search engines, and AI-powered discovery tools understand when your firm is the right answer.
CountingWorks PRO helps connect those signals so your firm becomes easier to find, easier to trust, and easier to recommend.
Marketing Concierge is the human strategy and execution layer inside CountingWorks PRO. Our team interviews your firm, uncovers your real story, and turns it into copy, SEO/GEO structure, schema, content, campaigns, reviews, and client-facing assets designed to help better clients find, trust, choose, and recommend you.
We interview your firm, uncover your story, clarify your best-fit clients, and shape the message that makes your firm easier to understand and choose.
Our expert copywriters turn your story into homepage copy, service pages, blogs, newsletters, social posts, advisory campaigns, and client education.
Our SEO/GEO experts shape page structure, schema, TaxBuzz signals, reviews, content, and recommendation readiness so your firm is easier to find and trust.
Our team helps prioritize what to launch first, what to improve next, and how to use CountingWorks PRO to create better client-facing outcomes.
Cookie-cutter dies in the interview.
Templates start with a layout. Marketing Concierge starts with a conversation.
A lead should not disappear into an inbox.
CountingWorks PRO helps your firm capture prospect interest, see where leads came from, organize follow-up, and give your team a clearer path from inquiry to next step.
Your team can see who is interested, what they need, and what should happen next.
The faster your team can see the opportunity, the faster the right prospect can move forward.
Lead pipeline
This month7
New inquiries
4
Qualified
3
Proposal sent
2
Won
Jordan M.
Source: TaxBuzz
Onboarding
In progressA prospect saying yes is not the finish line.
They still need the proposal, payment, engagement letter, intake, and next steps. When those steps are scattered, momentum slows down.
CountingWorks PRO helps bring the acceptance process into one smoother client-facing path.
Less friction after the yes means faster onboarding and fewer stalled opportunities.
Client communication should not be scattered across inboxes, portals, texts, and reminders.
ClientHub gives your firm a secure place for messaging, documents, tasks, timelines, and client-facing updates.
Clients know what to do next. Your team gets fewer scattered requests. The relationship feels more organized.
ClientHub
Welcome, Riley“Just uploaded my documents — thank you!”
MAX is the intelligence layer inside CountingWorks PRO. It helps your firm use client context, communication history, documents, workflows, and growth priorities to see what matters and act sooner.
Instead of waiting for the inbox, the deadline, or the owner's memory, MAX helps surface signals your team can act on.
Your firm can move from reacting to what happens next to seeing what needs attention sooner.
Meet MAX Practice IntelligenceMAX · Next best actions
19 to reviewClient Health
AI Workflow
Human review on“Follow up with clients who have not uploaded W-9 forms.”
MAX listens. MAX suggests. MAX drafts. The human decides. ClientHub executes.
AI Workflows help your team move client-facing work forward using plain-language actions, prebuilt skills, and MAX-powered context.
Instead of building every automation from scratch or learning another complex workflow system, your team can start with skills designed around real firm friction.
Prebuilt skills help your team draft, chase, remind, route, and follow up — with human review before anything important moves forward.
See AI WorkflowsGrowth does not stop after the client signs.
CountingWorks PRO helps your firm educate clients, trigger campaigns, request reviews, promote advisory services, and create more opportunities from the relationships you already have.
Communicate more consistently, educate more effectively, and uncover growth opportunities without starting from scratch every time.
Campaign dashboard
Q4Newsletter performance
48% open
Social post preview
Scheduled
Review campaign
12 sent
Advisory playbook
Active
Client reactivation
18 targeted
Year-end planning checklist
Ready
Practice management tools help your team manage internal tasks, deadlines, assignments, and production. That matters.
But clients do not experience your task list. They experience your communication, follow-up, onboarding, reminders, content, reviews, proposals, documents, and advice.
CountingWorks PRO is built for that client-facing layer.
Practice Management
Tracks work.
Workflow Automation
Moves tasks.
Practice Intelligence
Helps your team see what matters and act sooner.
It helps the same team create better outcomes without adding more disconnected tools.
Explore the core modules that work together inside CountingWorks PRO.
Narrative websites, service pages, niche pages, trust signals, and calls to action.
SEO foundation, TaxBuzz, reviews, content, local signals, and AI search readiness.
Expert-guided help with messaging, campaigns, content, reviews, playbooks, and growth strategy.
Forms, source tracking, pipeline, activity timelines, and follow-up.
Branded proposals, payment collection, e-signature, and engagement letter workflows.
Secure messaging, documents, tasks, timelines, and client communication.
Client insights, next-best actions, follow-up signals, advisory opportunities, and owner visibility.
Drafting, chasing, reminding, routing, onboarding, and workflow automation.
Blogs, newsletters, social, review campaigns, advisory playbooks, and relationship growth.
You do not just get software. You get help using it — and customers have seen the difference across visibility, communication, and growth.
Linda Angeles
Linda Angeles · Celebration, FL
204%
Increase in search engine visibility
Bookkeeper.com
762
New leads
Bookkeeper.com
260+
Keywords indexed
Bookkeeper.com
51%
Organic traffic increase
CGC Accountants & Advisors
80+
New clients
CGC Accountants & Advisors
150+
First-place ranking positions
CGC Accountants & Advisors
CountingWorks PRO helped CGC Accountants & Advisors use client communication systems and reminders — alongside a 45% newsletter open rate and 90+ first-page rankings for Murphy, Murphy, & Murphy.
Future-Ready Firm Blueprint
See where your firm stands and what to improve first.
Learn moreStory Behind Your Firm
See how firm narrative becomes the foundation for visibility, trust, and conversion.
Learn moreMAX Practice Intelligence
See how MAX helps your firm move from reactive service to proactive intelligence.
Learn moreAI Workflows
See how workflows help your team draft, chase, remind, route, and follow up.
Learn morePricing
Choose the plan that helps your team create better outcomes.
Learn moreCountingWorks PRO is the AI-first client experience platform for tax and accounting firms. It connects your firm story, website, visibility, lead capture, onboarding, ClientHub communication, MAX Practice Intelligence, AI Workflows, campaigns, and Marketing Concierge support.
Traditional reporting tells you what happened. Practice Intelligence helps you understand what is happening now and what should happen next. Instead of reviewing dashboards after the fact, your team can proactively identify risks, opportunities, and client needs as they emerge.
Generic AI tools respond to prompts. MAX understands your firm. Built into CountingWorks PRO, MAX uses firm context, client activity, workflow status, documents, and communication history to deliver more relevant insights and recommendations.
MAX can surface signals such as clients who have gone quiet, unsigned proposals, missing documents, review opportunities, advisory prospects, workflow bottlenecks, and other client engagement opportunities that might otherwise go unnoticed.
MAX analyzes activity across your firm and highlights what deserves attention. Whether the next step is a follow-up, reminder, review request, document request, proposal nudge, or advisory conversation, MAX helps your team focus on the actions most likely to improve outcomes.
No. MAX is designed to support your team, not replace it. It helps staff spend less time tracking information and more time serving clients, making decisions, and building relationships.
Start with your Future-Ready Firm Blueprint and see where your client-facing experience is working, where it may be holding your firm back, and where your biggest growth opportunities may be hiding.
