START SMALL OR GROW BIG
Our Pricing
Premium automation services at prices that work for you.
Priced packages designed to fuel your firm's growth.
Priced packages designed to fuel your firm's growth.
Starter
GROW
PREMIER
Premier +
WEB PRESENCE
$150/mo
Annual pricing take 10% off.
Buy Now
Web Visibility Features
✓1 Lightning-Fast Website
(add on website $50/month)
(add on website $50/month)
✓Built-in SSL and CDN Network Security
✓ Review Collection and Management
✓ Automated Social Media Posting
✓ Google Business Profile
✓ On-Page Search Engine Optimization (SEO)
✓ Automated Blog Feed
✓100+ Financial Calculators
Apple Business Profile
Custom Copywriting Pages
Automated Content Cluster SEO Articles
(Coming Soon)
(Coming Soon)
Custom AI-Generated Social Media Posting
(Coming Soon)
(Coming Soon)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Custom AI-generated Blog Feed
(Coming Soon)
(Coming Soon)
No Landing Pages and Marketing Playbook
SEO Monitoring & Reporting (Not Included)
Citation and Directory Listing Management
Client Upsell Funnels with White Papers
Marketing Concierge
Link Building Assistance
AI Powered Features
✓MAX AI (included with ClientHub)
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
✓AI-Generated Audio Blog
✓AI-Generated Audio Client Notes
✓250,000 AI tokens per Month (4 characters per token)
✓Personalized Website Creator and Copywriter
✓Access to Template Prompt Library
Ai Agents
Website Ai Smart Bot
Deep Dive Firm Overview (Beta)
AI Social Campaign Writer
Front Office Features
✓ Client CRM
(100 contacts)
(100 contacts)
✓ Two-Factor Authentication Security
✓ ClientHub + MAX Seats
(1 user)
(1 user)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
Time Tracking & Billing
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓eSign & KBA (10 per year)
✓Engagement Agreements
✓Campaign Marketing Text Messages: 250 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Intake Forms
Client Questionnaires
To-Do Lists
Workflow Automation - 30 + Boards
PR & Thought Leadership Features
GROW
$250/mo
Annual pricing take 10% off.
Buy Now
Web Visibility Features
✓1 Lightning-Fast Website
(add-on website $150/month)
(add-on website $150/month)
✓Built-in SSL and CDN Network Security
✓Custom Copywriting 10 pages (Home, About Us, Bio, 7 Service Pages)
✓Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
✓ Review Collection and Management
✓ Automated Social Media Posting
✓ Custom AI-generated Social Media Posting (Coming Soon)
✓ Google Business Profile
✓ On-Page Search Engine Optimization (SEO)
✓ Custom AI-generated Blog Feed
✓ Automated Blog Feed
✓ 100+ Financial Calculators
✓1 Landing Page + 1 Marketing Playbook
✓ SEO Monitoring & Reporting
(quarterly)
(quarterly)
✓ Citation and Directory Listing Management
✓ Link Building Assistance
Apple Business Profile
Client Upsell Funnels with White Papers
Automated Content Cluster SEO Articles
Marketing Concierge
AI Powered Features
✓MAX AI (included with ClientHub)
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
✓Ai Agents
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
✓AI-Generated Audio Blog
✓AI-Generated Audio Client Notes
✓1,000,000 AI tokens per Month (4 characters per token)
✓Website Ai Smart Bot
✓Personalized Website Creator and Copywriter
✓AI Social Campaign Writer
Deep Dive Firm Overview (Beta)
Front Office Features
✓ Client CRM
(300 contacts)
(300 contacts)
✓ Two-Factor Authentication Security
✓ ClientHub + MAX Seats
(2 users)
(2 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓ Time Tracking & Billing
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓Monthly Client Newsletter
✓AI-Generated Custom Monthly Client Newsletter (Coming Soon)
✓Email Communication Library
✓eSign & KBA (50 per year)
✓Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
✓Engagement Agreements
✓Intake Forms
✓Client Questionnaires
✓To-Do Lists
✓Campaign Marketing Text Messages: 500 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
Workflow Automation - 30 + Boards
PR & Thought Leadership Features
PREMIER
$350/mo
Annual pricing take 10% off.
Buy Now
Web Visibility Features
✓1 Lightning-Fast Website
(add-on website $150/month)
(add-on website $150/month)
✓Built-in SSL and CDN Network Security
✓Custom Copywriting 15 pages (Home, About Us, Bio, 12 Service/Industry Pages)
✓Automated Content Cluster SEO Articles (4 per month)
✓Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
✓ Review Collection and Management
✓ Automated Social Media Posting
✓ Custom AI-generated social media posting
(Coming Soon)
(Coming Soon)
✓Google Business Profile
✓Apple Business Profile
✓ On-Page Search Engine Optimization (SEO)
✓Custom AI-generated Blog Feed
✓ Automated Blog Feed
✓ 100+ Financial Calculators
✓3 Landing Pages + 3 Marketing Playbooks
✓ SEO Monitoring & Reporting
(monthly)
(monthly)
✓ Citation and Directory Listing Management
✓ Client Upsell Funnels with White Papers
✓ Marketing Concierge
✓ Link Building Assistance
AI Powered Features
✓MAX AI (included with ClientHub)
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
✓Ai Agents
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
✓AI-Generated Audio Blog
✓AI-Generated Audio Client Notes
✓Deep Dive Firm Overview (Beta)
✓2,500,000 AI tokens per Month (4 characters per token)
✓Website Ai Smart Bot
✓Personalized Website Creator and Copywriter
✓AI Social Campaign Writer
Front Office Features
✓ Client CRM
(1000 contacts)
(1000 contacts)
✓ Two-Factor Authentication Security
✓ ClientHub + MAX Seats
(3 users)
(3 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓Time Tracking & Billing
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓AI-Generated Custom Monthly Client Newsletter (Coming Soon)
✓ Email Communication Library
✓ eSign & KBA (150 per year)
✓ Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ To-Do Lists
✓ Workflow Automation - 30 + Boards
✓Campaign Marketing Text Messages: 750 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
PR & Thought Leadership Features
✓ Monthly VIP Training Webcasts
✓ Social Media Video Scripts
Premier +
$550/mo
Annual pricing take 10% off.
Buy Now
Web Visibility Features
✓
2 Lightning-Fast Websites
(add-on website $150/month)
2 Lightning-Fast Websites
(add-on website $150/month)
✓Built-in SSL and CDN Network Security
✓Custom Copywriting 20 pages (Home, About Us, Bio, 17 Service/Industry Pages)
✓Automated Content Cluster SEO Articles (8 per month)
✓Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
✓ Review Collection and Management
✓ Automated Social Media Posting
✓Custom AI-generated Social Media Posting
(Coming Soon)
(Coming Soon)
✓Google Business Profile
✓Apple Business Profile
✓ On-Page Search Engine Optimization (SEO)
✓Custom AI Generated Blog Feed
✓Automated Blog Feed
✓ 100+ Financial Calculators
✓10 Landing Pages + 10 Marketing Playbooks
✓ SEO Monitoring & Reporting
(monthly)
(monthly)
✓ Citation and Directory Listing Management
✓ Client Upsell Funnels with White Papers
✓ Marketing Concierge
✓ Link Building Assistance
AI Powered Features
✓MAX AI (included with ClientHub)
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
✓Ai Agents
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
✓AI-Generated Audio Blog
✓AI-Generated Audio Client Notes
✓Deep Dive Firm Overview (Beta)
✓5,000,000 AI tokens per Month (4 characters per token)
✓Website Ai Smart Bot
✓Personalized Website Creator and Copywriter
✓AI Social Campaign Writer
Front Office Features
✓ Client CRM
(3000 contacts)
(3000 contacts)
✓ Two-Factor Authentication Security
✓ClientHub + MAX Seats
(10 users)
(10 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓Time Tracking & Billing
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ AI-Generated Custom Monthly Client Newsletter (Coming Soon)
✓ Email Communication Library
✓ eSign & KBA (unlimited)
✓ Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ To-Do Lists
✓ Workflow Automation - 30 + Boards
✓Campaign Marketing Text Messages: 1,000 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
PR & Thought Leadership Features
✓ Monthly VIP Training Webcasts
✓ Social Media Video Scripts
* Marketing Playbook: 26 posts per year
Buy ClientHub à la Carte
Don’t need a full web presence package?
Streamline how you work with clients and deliver value faster with ClientHub as a stand alone product.
Base
Payments
Workflow
Base
Secure Document Sharing and Client Communication
$25/user/mo
Get a Free Trial
Built for the modern world, this package includes a branded client portal that allows secure collaboration, communication, and document sharing anywhere on any device – start reading a contract on your computer, sign it on your iPad, and send it on your iPhone. Life is busy, we get it.
Integrated video meetings make client interviews and discovery calls a snap.
Our online scheduling tool makes it easy for prospects and clients to schedule time on your calendar without labor costs, or the hassle of communicating back and forth to find available time.
Ensure you and your clients never miss a due date with customizable to-do task notifications that are designed to work for YOUR firm.
ClientHub delivers a fully digitized experience for your 21st-century office. With one place to send documents, receive information, assign client tasks, and send messages, you’ll save time while getting more accomplished.
Easily track down missing information from clients using ClientHub features.
Basic engagement letter templates
eSign & KBA (10 per year)
Payments
Digitize Proposals, Engagement Letters and Get Paid Online
$35/user/mo
Get a Demo
Includes everything in Base, plus:
Make it simple and cost-effective to send and receive digital engagement letters, a proven tactic for improving client relationships and keeping clients interested even when it isn’t tax time.
Choose from our library of pre-written engagement letters, or create your own for any campaign or occasion.
Improve legal compliance and reduce risk by attaching engagement letters at proposal acceptance and payment time.
Win more clients with professional proposals, helping you close more deals at higher prices while proving your expertise.
Collecting and reconciling paper checks delays cash receipts and often leads to errors. With our portal, you can collect payment upfront when any client accepts your proposal.
Our comprehensive dashboard details all of your transactions and deal flow, giving you a full picture of your firm’s financial health in real time.
eSign & KBA (50 per year)
Workflow
Digitize Workflows and Client Collaboration
$50/user/mo
Get a Demo
Includes everything in Payments, plus:
Integrated workflows that make it easy for clients to request new projects, follow the progress of existing projects, and provide feedback when necessary – keep an open line of communication from start to finish, reducing the risk of problems arising.
Full transparency for clients with easy-to-understand progress bars and estimated due dates.
Kanban-style design makes it easy to organize internal workflow, tasks, and communication with clients.
Choose from our library of 30+ predesigned workflows, covering everything from client write-up and virtual CFO services to tax preparation.
Save time and money while improving the client experience for every engagement. It’s a win-win for everyone.
Remote teams can collaborate in one easy-to-work space so there is never a reason for project delays or missed deadlines.
eSign & KBA (150 per year)
Customize your plan with optional add-ons.
Add-ons give you access to more features and the ability to create a connected client experience that matches your firm’s unique needs.
Contact
Blocks
$10 per 200/Monthly
$108 per 200/Annually
Add more contacts to your subscription
Additional Website
Starter: $50/Month
($540/Annually)
Grow, Premier, and Premier +: $150/Month
($1620/Annually)
Manage multiple websites under one platform
Additional Landing Pages
$25/Month
$270/Annually
Get additional websites
for different niches
and services
for different niches
and services
Additional
Domain Name
$20/Annually
Add more domains to your subscription
Additional
Email
$3/Month Each
$36/Annually Each
Add more emails to your subscription
50 E-Sign Pack
$50/pack
Add more E-signatures to your subscription
Starter
GROW
PREMIER
Premier +
WEB PRESENCE
$1620/year
Annual pricing take 10% off.
Buy Now
Web Visibility Features
✓1 Lightning-Fast Website
(add on website $50/month)
(add on website $50/month)
✓Built-in SSL and CDN Network Security
✓ Review Collection and Management
✓ Automated Social Media Posting
✓ Google Business Profile
✓ On-Page Search Engine Optimization (SEO)
✓ Automated Blog Feed
✓100+ Financial Calculators
Apple Business Profile
Custom Copywriting Pages
Automated Content Cluster SEO Articles
(Coming Soon)
(Coming Soon)
Custom AI-Generated Social Media Posting
(Coming Soon)
(Coming Soon)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Custom AI-generated Blog Feed
(Coming Soon)
(Coming Soon)
Landing Pages
SEO Monitoring & Reporting (Not Included)
Citation and Directory Listing Management
Client Upsell Funnels with White Papers
Marketing Concierge
Link Building Assistance
AI Powered Features
✓MAX AI (included with ClientHub)
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
✓AI-Generated Audio Blog
✓AI-Generated Audio Client Notes
✓250,000 AI Tokens per Month (4 Characters per Token)
✓Personalized Website Creator and Copywriter
✓Access to Template Prompt Library
Ai Agents
Website Ai Smart Bot
Deep Dive Firm Overview (Beta)
AI Social Campaign Writer
Front Office Features
✓ Client CRM
(100 contacts)
(100 contacts)
✓ Two-Factor Authentication Security
✓ ClientHub + MAX Seats
(1 user)
(1 user)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
Time Tracking & Billing
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓ Email Communication Library
✓ eSign & KBA (10 per year)
✓Engagement Agreements
✓Campaign Marketing Text Messages: 250 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Intake Forms
Client Questionnaires
To-Do Lists
Workflow Automation - 30 + Boards
PR & Thought Leadership Features
GROW
$2700/year
Annual pricing take 10% off.
Buy Now
Web Visibility Features
✓1 Lightning-Fast Website
(add on website $150/month)
(add on website $150/month)
✓Built-in SSL and CDN Network Security
✓Custom Copywriting 10 Pages (Home, About Us, Bio, 7 Service Pages)
✓Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
✓ Review Collection and Management
✓ Automated Social Media Posting
✓ Custom AI-Generated Social Media Posting (Coming Soon)
✓ Google Business Profile
✓ On-page Search Engine Optimization (SEO)
✓ Custom AI-Generated Blog Feed
✓ Automated Blog Feed
✓ 100+ Financial Calculators
✓1 Landing Page + 1 Marketing Playbook
✓ SEO Monitoring & Reporting (quarterly)
✓ Citation and Directory Listing Management
✓ Link Building Assistance
Apple Business Profile
Client Upsell Funnels with White Papers
Automated Content Cluster SEO Articles
Marketing Concierge
AI Powered Features
✓MAX AI (included with ClientHub)
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
✓Ai Agents
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
✓AI-Generated Audio Blog
✓AI-Generated Audio Client Notes
✓1,000,000 AI Tokens per Month (4 Characters per Token)
✓ Website Ai Smart Bot
✓Personalized Website Creator and Copywriter
✓AI Social Campaign Writer
Deep Dive Firm Overview (Beta)
Front Office Features
✓ Client CRM
(300 contacts)
(300 contacts)
✓ Two-Factor Authentication Security
✓ ClientHub + MAX Seats
(2 users)
(2 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓ Time Tracking & Billing
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓Monthly Client Newsletter
✓ AI-Generated Custom Monthly Client Newsletter (Coming Soon)
✓Email Communication Library
✓eSign & KBA (50 per year)
✓Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
✓Engagement Agreements
✓Intake Forms
✓Client Questionnaires
✓To-Do Lists
✓Campaign Marketing Text Messages: 500 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
Workflow Automation - 30 + Boards
PR & Thought Leadership Features
PREMIER
$3780/year
Annual pricing take 10% off.
Buy Now
Web Visibility Features
✓1 Lightning-Fast Website
(add on website $150/month)
(add on website $150/month)
✓Built-in SSL and CDN Network Security
✓Custom Copywriting 15 Pages (Home, About Us, Bio, 12 Service/Industry Pages)
✓Automated Content Cluster SEO Articles (4 per month)
✓Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
✓ Review Collection and Management
✓Automated Social Media Posting
✓Custom AI-Generated Social Media Posting (Coming Soon)
✓Google Business Profile
✓Apple Business Profile
✓ On-page Search Engine Optimization (SEO)
✓ Custom AI-Generated Blog Feed
✓ Automated Blog Feed
✓100+ Financial Calculators
✓3 Landing Pages + 3 Marketing Playbooks
✓ SEO Monitoring & Reporting (monthly)
✓ Citation and Directory Listing Management
✓ Client Upsell Funnels with White Papers
✓ Marketing Concierge
✓ Link Building Assistance
AI Powered Features
✓MAX AI (included with ClientHub)
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
✓Ai Agents
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
✓AI-Generated Audio Blog
✓AI-Generated Audio Client Notes
✓Deep Dive Firm Overview (Beta)
✓2,500,000 AI tokens per Month (4 characters per token)
✓ Website Ai Smart Bot
✓Personalized Website Creator and Copywriter
✓AI Social Campaign Writer
Front Office Features
✓ Client CRM
(1000 contacts)
(1000 contacts)
✓ Two-Factor Authentication Security
✓ClientHub + MAX Seats
(3 users)
(3 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓Time Tracking & Billing
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓AI-Generated Custom Monthly Client Newsletter (Coming Soon)
✓ Email Communication Library
✓ eSign & KBA (150 per year)
✓ Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ To-Do Lists
✓ Workflow Automation - 30 + Boards
✓Campaign Marketing Text Messages: 750 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
PR & Thought Leadership Features
✓ Monthly VIP training webcasts
✓ Social Media Video Scripts
PREMIER +
$5940/year
Annual pricing take 10% off.
Buy Now
Web Visibility Features
✓2 Lightning-Fast Websites
(add on website $150/month)
(add on website $150/month)
✓Built-in SSL and CDN Network Security
✓Custom Copywriting 20 Pages (Home, About Us, Bio, 17 Service/Industry Pages)
✓Automated Content Cluster SEO Articles (8 per month)
✓Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
✓ Review Collection and Management
✓ Automated Social Media Posting
✓Custom AI-Generated Social Media Posting (Coming Soon)
✓Google Business Profile
✓Apple Business Profile
✓ On-page Search Engine Optimization (SEO)
✓ Custom AI-Generated Blog Feed
✓ Automated Blog Feed
✓100+ Financial Calculators
✓10 Landing Pages + 10 Marketing Playbooks
✓ SEO Monitoring & Reporting (monthly)
✓ Citation and Directory Listing Management
✓ Client Upsell Funnels with White Papers
✓ Marketing Concierge
✓ Link Building Assistance
AI Powered Features
✓MAX AI (included with ClientHub)
This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.
✓Ai Agents
Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.
✓AI-Generated Audio Blog
✓AI-Generated Audio Client Notes
✓Deep Dive Firm Overview (Beta)
✓5,000,000 AI Tokens per Month (4 characters per token)
✓ Website Ai Smart Bot
✓Personalized Website Creator and Copywriter
✓AI Social Campaign Writer
Front Office Features
✓ Client CRM
(3000 contacts)
(3000 contacts)
✓Two-Factor Authentication Security
✓ClientHub + MAX Seats
(10 users)
(10 users)
✓ Leads & Nurture Campaigns
✓ Online Scheduling
✓ Video Meetings
✓Time Tracking & Billing
Client Experience Features
✓ Secure Document Sharing
✓ Secure Chat
✓ Monthly Client Newsletter
✓AI-Generated Custom Monthly Client Newsletter (Coming Soon)
✓ Email Communication Library
✓ eSign & KBA (unlimited)
✓ Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
✓ Engagement Agreements
✓ Intake Forms
✓ Client Questionnaires
✓ To-Do Lists
✓ Workflow Automation - 30 + Boards
✓Campaign Marketing Text Messages: 1,000 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
PR & Thought Leadership Features
✓ Monthly VIP Training Webcasts
✓ Social Media Video Scripts
* Marketing Playbook: 26 posts per year
Buy ClientHub à la Carte
Don’t need a full web presence package
Streamline how you work with clients and deliver value faster with ClientHub as a stand alone product.
Base
Payments
Workflow
Base
Secure Document Sharing and Client Communication
$270/user/year
Get a Free Trial
Built for the modern world, this package includes a branded client portal that allows secure collaboration, communication, and document sharing anywhere on any device – start reading a contract on your computer, sign it on your iPad, and send it on your iPhone. Life is busy, we get it.
Integrated video meetings make client interviews and discovery calls a snap.
Our online scheduling tool makes it easy for prospects and clients to schedule time on your calendar without labor costs, or the hassle of communicating back and forth to find available time.
Ensure you and your clients never miss a due date with customizable to-do task notifications that are designed to work for YOUR firm.
ClientHub delivers a fully digitized experience for your 21st-century office. With one place to send documents, receive information, assign client tasks, and send messages, you’ll save time while getting more accomplished.
Easily track down missing information from clients using ClientHub features.
Payments
Digitize Proposals, Engagement Letters and Get Paid Online
$378user/year
Get a Demo
Includes everything in Base, plus:
Make it simple and cost-effective to send and receive digital engagement letters, a proven tactic for improving client relationships and keeping clients interested even when it isn’t tax time.
Choose from our library of pre-written engagement letters, or create your own for any campaign or occasion.
Improve legal compliance and reduce risk by attaching engagement letters at proposal acceptance and payment time.
Win more clients with professional proposals, helping you close more deals at higher prices while proving your expertise.
Collecting and reconciling paper checks delays cash receipts and often leads to errors. With our portal, you can collect payment upfront when any client accepts your proposal.
Our comprehensive dashboard details all of your transactions and deal flow, giving you a full picture of your firm’s financial health in real time.
Workflow
Digitize Workflows and Client Collaboration
$540/user/year
Get a Demo
Includes everything in Payments, plus:
Integrated workflows that make it easy for clients to request new projects, follow the progress of existing projects, and provide feedback when necessary – keep an open line of communication from start to finish, reducing the risk of problems arising.
Full transparency for clients with easy-to-understand progress bars and estimated due dates.
Kanban-style design makes it easy to organize internal workflow, tasks, and communication with clients.
Choose from our library of 30+ predesigned workflows, covering everything from client write-up and virtual CFO services to tax preparation.
Save time and money while improving the client experience for every engagement. It’s a win-win for everyone.
Remote teams can collaborate in one easy-to-work space so there is never a reason for project delays or missed deadlines.
Customize your plan with optional add-ons.
Add-ons give you access to more features and the ability to create a connected client experience that matches your firm’s unique needs.
Contact
Blocks
$10 per 200/Monthly
$108 per 200/Annually
Add more contacts to your subscription
Additional Website
Starter: $50/Month
($540/Annually)
Grow, Premier, and Premier +: $150/Month
($1620/Annually)
Manage multiple websites under one platform
Additional Landing Pages
$25/Month
$270/Annually
Get additional websites
for different niches
and services
for different niches
and services
Additional
Domain Name
$20/Annually
Add more domains to your subscription
Additional
Email
$3/Month Each
$36/Annually Each
Add more emails to your subscription
50 E-Sign Pack
$50/pack
Add more E-signatures to your subscription
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.
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2. Manage Quarterly Estimated Tax Payments
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