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Our Pricing

Premium automation services at prices that work for you.
Priced packages designed to fuel your firm's growth.
Web Presence
Most Popular
GROW
PREMIER
Premier +
WEB PRESENCE
$125/mo
Annual pricing take 10% off.
Buy Now

Web Visibility Features

1 lightning-fast website
Review collection and management
Automated social media posting
Google Business Profile
On-page Search Engine Optimization (SEO)
Automated Blog Feed & Financial Calculators
Apple Business Profile
No Landing Pages
SEO Monitoring & Reporting
(not included)
Citation and directory listing management
Client upsell funnels with white papers
Marketing concierge

AI Co-Pilot Features

Research AI

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice AI
50,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(100 contacts)
ClientHub Seats (1 user)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
Practice BOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (10 per year)
Engagement Agreements
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

Monthly VIP training webcasts 
Social Media Video Scripts
Most Popular
GROW
$200/mo
Annual pricing take 10% off.
Buy Now

Web Visibility Features

1 lighting-fast website
Review collection and management
Automated social media posting
Google Business Profile
On-page Search Engine Optimization (SEO)
Automated Blog Feed & Financial Calculators
1 Landing Page
SEO Monitoring & Reporting
(quarterly)
Citation and directory listing management
Link Building Assistance
Apple Business Profile
Client upsell funnels with white papers
Marketing concierge

AI Co-Pilot Features

Research AI

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice AI

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

250,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(300 contacts)
ClientHub Seats (2 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
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
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
Social Media Video Scripts
PREMIER
$300/mo
Annual pricing take 10% off.
Buy Now

Web Visibility Features

2 lighting-fast websites
Review collection and management
Automated social media posting
Google Business Profile
Apple Business Profile
On-page Search Engine Optimization (SEO)
Automated Blog Feed & Financial Calculators
3 Landing Pages
SEO Monitoring & Reporting
(monthly)
Citation and directory listing management
Client upsell funnels with white papers
Marketing concierge
Link Building Assistance

AI Co-Pilot Features

Research AI

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice AI

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

500,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(unlimited)
ClientHub Seats (3 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
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

PR & Thought Leadership Features

Monthly VIP training webcasts 
Social Media Video Scripts
Premier +
$500/mo
Annual pricing take 10% off.
Buy Now

Web Visibility Features

3 lighting-fast websites
Review collection and management
Automated social media posting
Google Business Profile
Apple Business Profile
On-page Search Engine Optimization (SEO)
Automated Blog Feed & Financial Calculators
10 Landing Pages
SEO Monitoring & Reporting
(monthly)
Citation and directory listing management
Client upsell funnels with white papers
Marketing concierge
Link Building Assistance

AI Co-Pilot Features

Research AI

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice AI

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

1,000,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(unlimited)
ClientHub Seats (10 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
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

PR & Thought Leadership Features

Monthly VIP training webcasts 
Social Media Video Scripts

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)
Connect
Presence
Grow
Premier
Get Found
Full Mobile Optimized Website
Automated Newsletter and Blog Posting
Prewritten Content Bank
Google Business Profile Set Up
Custom Domain(s)
Integrated Website Analytics Dashboard
ADA Compliance + SSL Security
Automated Social Media Posting
Additional Landing Pages
SEO Services and Reporting
Marketing Concierge Team + Coaching
Public Relations Coverage (Get featured in Forbes, NYT, etc.)
Convert Leads to Clients
Automated Lead Capture
Lead Nurture Campaigns
Subscriber List Management
Online Calendar Appointment Setting
Chat Bot
Manage Your Clients
Client Upsell Campaigns
Video Meetings
Calendar Sync with Outlook & Google
Drive Client Loyalty
Client Newsletter List Management
Review Monitoring and Management

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

$50/Month
$540/Annually

Manage multiple websites under one platform

Additional Landing Pages

$25/Month
$270/Annually

Get additional websites
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
Most Popular
Web Presence
GROW
PREMIER
Premier +
WEB PRESENCE
$1350/year
Annual pricing take 10% off.
Buy Now

Web Visibility Features

1 lightning-fast website
Review collection and management
Automated social media posting plus Google Business Profile
On-page Search Engine Optimization (SEO)
Automated Blog Feed & Financial Calculators
Landing Pages
SEO Monitoring & Reporting (not included)
Citation and directory listing management
Client upsell funnels with white papers
Marketing concierge

Front Office Features

Client CRM
(100 contacts)
Client Portal (1 user)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (10 per year)
Engagement Agreements
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

Monthly VIP training webcasts 
Social Media Video Scripts
Most Popular
GROW
$2160/year
Annual pricing take 10% off.
Buy Now

Web Visibility Features

1 lightening-fast website
Review collection and management
Automated social media posting plus Google Business Profile
On-page Search Engine Optimization (SEO)
Automated Blog Feed & Financial Calculators
1 Landing Page
SEO Monitoring & Reporting (quarterly)
Citation and directory listing management
Link Building Assistance
Client upsell funnels with white papers
Marketing concierge

AI Co-Pilot Features

Research AI

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice AI

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

250,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(300 contacts)
Client Portal (2 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
eSign & KBA (50 per year)
Workflow Automation - 30 + boards
Proposals & Payments

PR & Thought Leadership Features

Monthly VIP training webcasts 
Social Media Video Scripts
PREMIER
$3240/year
Annual pricing take 10% off.
Buy Now

Web Visibility Features

2 lightening-fast website
Review collection and management
Automated social media posting plus Google Business Profile
On-page Search Engine Optimization (SEO)
Automated Blog Feed & Financial Calculators
3 Landing Pages
SEO Monitoring & Reporting (monthly)
Citation and directory listing management
Client upsell funnels with white papers
Marketing concierge
Link Building Assistance

AI Co-Pilot Features

Research AI

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice AI

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

500,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(unlimited)
Client Portal (3 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
eSign & KBA (150 per year)
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
Social Media Video Scripts
PREMIER +
$5400/year
Annual pricing take 10% off.
Buy Now

Web Visibility Features

3 lightning-fast website
Review collection and management
Automated social media posting plus Google Business Profile
On-page Search Engine Optimization (SEO)
Automated Blog Feed & Financial Calculators
10 Landing Pages
SEO Monitoring & Reporting (monthly)
Citation and directory listing management
Client upsell funnels with white papers
Marketing concierge
Link Building Assistance

AI Co-Pilot Features

Research AI

Will provide quick answers to even the most complex tax-related questions, helping you find information in seconds without the need for extensive research.

Practice AI

Harness the power of AI to make content marketing, practice management, and client communication a breeze.

1,000,000 AI words per month
Personalized website creator and copywriter
AI Social Campaign Writer
SiteBot (Coming Soon)

Front Office Features

Client CRM
(unlimited)
Client Portal  (10 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing
PracticeBOT

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
eSign & KBA (unlimited)
Workflow Automation - 30 + boards

PR & Thought Leadership Features

Monthly VIP training webcasts 
Social Media Video Scripts

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

$50/Month
$540/Annually

Manage multiple websites under one platform

Additional Landing Pages

$25/Month
$270/Annually

Get additional websites
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

Build, grow, and run your firm with CountingWorks PRO

Talk to a human
Interface of the AI Co-Pilot tool by CountingWorks PRO. Get access to an extensive knowledge library of tax and accounting.