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.
A great accounting firm website doesn't begin with a template.
It begins with an understanding of who you serve, what those clients need, and why your firm is the right choice.
CountingWorks PRO turns that strategy into a differentiated website built for visibility, credibility, conversion, and growth.
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.
Accounting websites are full of the same claims:
Experienced. Trusted. Personalized. Full-service.
Those things may all be true. They're just not enough to explain why someone should choose you.
Our process uncovers the real story behind your firm and carries it through your messaging, design, service pages, calls to action, and broader digital presence.
See Story Behind Your FirmYour site becomes the foundation for a broader growth system.
Website → SEO & GEO → Content → Reputation → Lead Generation → Client Experience
Then, Marketing Concierge helps keep those pieces connected so your digital presence continues working after your website launches.
Visibility dashboard
Recommendation readyTaxBuzz profile
Verified
Reviews
4.9 avg
Local visibility
93% pack
Content signals
12 live
Search isn't one destination anymore.
Prospective clients still use Google. They also ask ChatGPT, Gemini, Perplexity, AI-powered search experiences, and other answer engines to help them understand their options.
Your firm needs a digital presence that makes its expertise clear to people, search engines, and AI systems.
Build visibility around the searches prospective clients make for your services, expertise, and locations.
Strengthen the signals that help nearby prospects discover and evaluate your firm.
Build useful resources around the questions and subjects your firm knows best.
Structure your firm's expertise and digital presence so generative AI systems have clearer information to understand and potentially reference.
Use clear site architecture, internal linking, schema, and consistent entity information to reinforce what your firm does.
Your website shouldn't simply list services.
It should establish:
Who you help.
What you help them with.
Where you work.
What you know.
Why your expertise is credible.
What makes your firm different.
Marketing Concierge turns those answers into a connected digital presence across your website, content, search visibility, reputation, and authority signals.
AI search hasn't eliminated traditional search.
Strong fundamentals still matter: useful content, crawlable pages, descriptive internal links, clear entities, authoritative information, reputation, and technically sound websites.
GEO builds on that foundation for an increasingly answer-driven search environment.
Your firm doesn't need more generic accounting content. It needs a clear story that gives the right clients a reason to choose you, and gives Google and AI systems enough context to understand who you are, what you do, and when your firm is relevant.
CountingWorks PRO’s Marketing Concierge combines human strategy with accounting firm marketing technology to turn what makes your firm different into visibility and growth.
Cookie-cutter dies in the interview.
We don't begin with a template. We begin with your firm’s story.
Who are your best clients? What brings them to you? Why do they stay? What do you understand especially well? What do clients repeatedly value about working with you?
Those answers become your positioning.
“Experienced,” “trusted,” and “personalized” aren't differentiators. Your firm’s story is.
Turn your positioning into an accounting firm website that quickly communicates who you serve and why you're different.
Answer the questions your ideal clients are asking and build authority around the work you want more of.
Strengthen your accounting firm SEO and the signals that help search engines and AI systems understand your services, niches, expertise, locations, and authority.
Turn real client experiences into trust signals that support both discovery and conversion.
Together, these channels create a stronger foundation for accounting firm lead generation and client acquisition without making your firm sound like everyone else.
Visibility dashboard
Recommendation readyTaxBuzz profile
Verified
Reviews
4.9 avg
Local visibility
93% pack
Content signals
12 live
AI can create content faster. It can't discover what makes your firm worth choosing.
Marketing Concierge supplies the strategy, context, and human judgment. CountingWorks PRO technology helps put that strategy to work at scale.
Your story creates differentiation. AI creates leverage.
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.
Most accounting practice management software starts with the work: tasks, deadlines, workflows, and production.
ClientHub starts with the client.
It connects communication, documents, requests, reminders, client activity, and next steps so your team can better manage the experience surrounding the work, not just the work itself.
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!”
Your clients don't care how many systems your firm uses. They care whether they know what's happening.
ClientHub gives accounting firms a connected client management experience for the interactions that happen around tax, accounting, and advisory work.
Keep client communication connected and easier for your team to follow.
Give clients a secure way to exchange documents and information.
Make requests, reminders, and next steps clear.
Keep useful client activity and relationship context together so your team can see what deserves attention.
Traditional accounting practice management software often centers on production: jobs, workflows, deadlines, billing, and staff assignments.
Those functions matter, but they aren't the entire client relationship.
ClientHub gives tax and accounting firms a client-centered practice management layer focused on communication, information exchange, follow-up, and client experience.
It works alongside the systems your firm uses to complete the accounting work while helping CountingWorks PRO connect what's happening with the client to what your team should do next.
What if your team didn't always have to wait for the client to make the first move?
MAX identifies a signal → AI Skills help prepare the next step → your professional reviews and decides → ClientHub moves the relationship forward.
That might mean following up on a missing document, responding to a client need, or starting a timely planning conversation.
AI helps create capacity and context.
Your team provides the judgment and relationship.
AI can help accountants complete tasks faster.
MAX helps your firm recognize which tasks, clients, and opportunities deserve attention in the first place.
MAX Practice Intelligence looks for meaningful signals across the client relationship, helping your team move from reactive practice management toward more proactive decisions.
MAX · Next best actions
19 to reviewClient Health
MAX identifies what deserves attention.
AI Skills help prepare the next step.
Your professional reviews the context and decides what to do.
ClientHub or Campaigns helps move the relationship forward.
Most AI starts when someone asks it to do something.
MAX is built around a different idea: your firm already has signals that can tell you what deserves attention.
A client goes quiet, a proposal is viewed but not signed, a document is still missing, a review opportunity emerges.
MAX helps bring those signals forward so your team knows where to look next.
Practice management helps firms organize work.
Practice Intelligence understands what's happening across the practice and identifies where attention could create value.
That can mean protecting a client relationship, keeping an engagement moving, creating a better experience, or recognizing an opportunity to provide additional guidance.
MAX isn't about replacing your professionals.
It's about helping them see more of what matters.
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 WorkflowsAccounting firm growth doesn't always require another lead.
Your existing clients may already need tax planning, advisory services, bookkeeping, payroll, business guidance, or another service your firm provides.
Campaigns help you stay connected, share relevant expertise, and turn the right opportunities into timely conversations.
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
Clients often associate an accounting firm with the service that originally brought them through the door. If you only communicate around deadlines, they may never realize how much more your firm can do.
Use targeted campaigns to support:
Educate clients about relevant planning opportunities and services your firm provides.
Stay visible between deadlines with useful, timely communication.
Build on strong client relationships to strengthen your reputation and generate referrals.
Share expertise that keeps your firm useful, relevant, and top-of-mind.
Campaigns become more powerful when they're connected to what your firm already knows.
MAX surfaces a client signal → AI Skills help prepare the next step → your professional reviews it → Campaigns help communicate at scale.
For an individual client conversation, ClientHub helps move the relationship forward.
The technology helps your team recognize and act on opportunities.
Your professionals decide what the client actually needs.
The firms of the future won't grow through acquisition alone.
They'll attract the right clients, create better experiences, communicate throughout the year, recognize emerging needs, and turn more client relationships into opportunities to advise.
That's where marketing, client-centered practice management, and Practice Intelligence come together.
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.
