We make growing your firm digital and effortless

The Digital Front Office platform that digitizes every aspect of your client journey, from digital marketing to client marketing to client communications.

One Unified Digital Front Office

CountingWorks PRO is a digital front office between your firm and your prospects and clients—grow a more profitable firm with digital marketing, deliver more value to existing clients with client marketing, and have an always-on ClientHub for client correspondence.

Find More Clients Online

It’s time for your firm to start marketing the digital way. Presence has everything you need to get found online, elevate your website, and bring in more clients that grow your firm. We take digital marketing completely off your plate.

Professionally Designed Website
Automated Content Marketing
Automatic Social Media Posting
Automated Email Marketing Search
Search Engine Optimization
Lead Campaigner

Grow Revenue With Clients

Get clients up to speed with everything your firm has to offer, retain clients for life, and generate more referrals—without adding a single to do to your list.

Automated Client Newsletter
Automated Social Media
Connected Client Experience
Client Campaigns
Client Relationship Management (CRM)
Landing Pages

Communicate Faster with Clients

An always-on digital communication platform where you can quickly and collaboratively communicate with clients from a centralized location.

Secure, Private Chat
Appointment Scheduler
Video Meetings
Document Sharing
To-Do List
Branded Client Portal

The Digital Front Office for
Accounting & Tax Firms

Everything You Need to Digitize Your Practice

Landing Page Builder
Website Builder
Done-for-You Content
Search Engine Optimization
Mobile Friendly
Gated Content
Website Chat
Online Scheduler
Automated Prospect Newsletter
Automated Client Newsletter
Automated Social Media Posts
Client Relationship Management (CRM)
Marketing Dashboard
Secure Client Portal
Video Conferencing
Client Intake
Document Management
Plus More...

Start growing your firm with CountingWorks PRO.

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