Our Pricing

With CountingWorks PRO, you don’t have to be a marketing pro to get more traffic, find more clients, and build a great website. Start with a blog and newsletter, then add on a website, done-for-you marketing, virtual meetings, or a complete connected client experience.

Become a Thought Leader
Annual pricing take 10% off.
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Get more referrals and clients by establishing your thought leadership online.
Our talented team builds you a mobile first microsite that provides subject matter focused blog articles establishing your practice as a thought leader in areas that are important to you.
Clients and prospects won’t need to dig far to find your most valuable content covering everything about taxes, personal finance, and business. The more you post, the higher your online authority will grow, and the more prospects will find your firm.
Easily edit your microsite, add custom blog articles or offload that work to our staff. Choose topics that make sense for your niche market so there is never any confusion about where your focus is.
Create multiple newsletters with targeted content for each market segment.
Our automated tools eliminate the hassle of writing, editing, and distributing your email newsletter. Save hours of time every week by using our built-in features instead of starting from scratch week after week.
Includes newsletter lists management and tracking reports.
Get more readers by making it easy for prospects to contact you and sign up for your newsletter.
Convert more prospects to clients with automated lead nurture campaigns that really work.
Improve your Google Business Profile and Google Maps listing rankings with free SEO optimization and frequent automatic article posting.
Pricing tier 1 starts at 100 contacts.
Make a Great Impression
Annual pricing take 10% off.
Get a Demo
Includes everything in Connect, plus:
Elevate your firm in local search results and grow your practice with a customized tax and accounting website from CountingWorks PRO.
Your new website will look great on all devices, feature essential information about services and staff bios, plus include a library of tips and strategies for clients, online calculators, and more.
Includes easy-to-use website editing tools for easy content fixes and additions, or let our staff do these tasks for you. No costly web maintenance contracts required.
The user website experience is vital to Google’s new Core Web Vitals ranking algorithm, and your CountingWorks PRO website is designed to rank high. We know the digital world is ever-changing and we’re here to make sure your firm smoothly shifts with the times.
Avoid accessibility lawsuits and stay IRS compliant with built-in SSL security and the Americans With Disabilities Act (ADA) accessibility widget.
Rank higher and convert more leads to clients with our industry-leading reviews software. 5-star reviews are among the most important – and most overlooked – components of SEO.
Stay connected with current clients and new prospects with social media posting automation and optimization. Includes posting to Facebook, Linkedin, Twitter, and Google Business Profile.
Generate more revenue from current clients using our curated client marketing campaigns.
Generate increased client loyalty by sending frequent greetings, thank you cards, birthday wishes, and more. Relationship building is one of the most important parts of growing your firm, and it’s our goal to make it simple.
Starting with 100 contacts.
Outrank Your Competitors
Annual pricing take 10% off.
Get a Demo
Includes everything in Presence, plus:
Our SEO experts will optimize your website to rank well on search engine results pages (SERPs).
We track your target keywords and provide monthly reports detailing your search engine rankings for high-volume search terms.
Make it easy for prospects to find you across search engines like Google and Bing with optimized on-page copy and updates to your online profiles and local directories. We’ll even make the changes for you if your address changes or you add new locations as your firm grows.
Convert more web visitors to prospects with PracticeBOT, a chat-like tool that answers frequently asked questions, captures contact information, and notifies you immediately of form submissions.
Create additional lead funnels with a free landing page highlighting niche offerings, white paper downloads, or specialized service offerings.
Gain valuable inbound links and citations by using Get Quoted, our free practice exposure service that lets you be the expert in our daily news articles seen by millions each year.
Premium includes exclusive monthly VIP training webcasts covering the latest marketing and practice management trends.
Gain access to our content brief library worth thousands of dollars a year. Each brief contains focus keywords, keyword distribution ratios, and internal and external links to help you build high-quality, high-authority content for your blog without spending hours doing research.
Starting at 300 contacts.
The Growth You Want
Annual pricing take 10% off.
Get a Demo
Includes everything in Grow, plus:
You will be greeted by your very own marketing concierge who will coach you on branding, positioning, search engine optimization, copy development, and much more.
Our expert writing staff will craft your perfect bio and about us page.
Access Blog+, our blog training and content thought leadership program for Premier subscribers. You’ll have access to our brief library, plus receive three one-of-a-kind briefs developed just for your practice every single month.
Become a recognized, reputable thought-leader, whether you are a solo tax pro or part of a large practice with our AI-powered blog content briefs.
Premier subscribers get discounted copywriting services and brand positioning advice – enjoy an agency experience without the price tag. See our custom copy packages.
PR Opportunities: Get opportunities to be quoted in major publications like Forbes, Business Insider, Accounting Today, and more.
Includes two additional custom landing pages.
Unlimited Contacts

Compare each of our account tiers.

A full breakdown and comparison of each plan to help you find the right fit.

Get Found
Microsite with integrated Blog Feed
Custom Blog Publishing Tools
Expertly Written Content Library
Automated Newsletters
Google Business Profile Posting
Google Business Setup
One Custom Domain
Our Experts Build Your Website
Mobile optimized Tax & Accounting Website
Site Analytics
ADA Compliance
On-Page SEO
Google My Business Posting
Google My Business Setup
Automated Twitter, Facebook & Linkedin Posting
1 Additional Landing Page
SEO Directory Submission & On-Page SEO
SEO – Monthly Keyword Reporting
2 Additional Landing Pages
Marketing Concierge Team
Custom About Us Copy
Monthly VIP Workshops
Convert Leads to Clients
Automated Lead Capture
Lead Nurture Campaigns
Subscriber List Management
Online Calendar Appointment Setting
Manage your Clients
Two Custom Emails
Client Upsell Campaigns
Virtual Meetings
Calendar Sync with Outlook & Google
Drive Client Loyalty
Client Newsletter List Management
Reputation & Review App
Up to 100 Contacts Free
Up to 300 Contacts Free
Unlimited Contacts

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.


$10 per 200/Monthly
$108 per 200/Annually

Add more contacts to your subscription

Additional Website


Manage multiple websites under one platform

Additional Landing Pages


Get additional websites
for different niches
and services

Domain Name


Add more domains to your subscription


$3/Month Each
$36/Annually Each

Add more emails to your  subscription
Secure Document Sharing and Client Communication
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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.
Digitize Proposals, Engagement Letters and Get Paid Online
*Transaction Fee of 2.9% + $0.30 each
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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.
Digitize Workflows and Client Collaboration
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.

Compare each of our account tiers.

A full breakdown and comparison of each plan to help you find the right fit.

Branded Client Portal
Branded Client Portal
Appointment Scheduler
Video Meetings
Document Sharing
ClientHub component for Web Presence or a third party website
Proposal Builder
Digital Intake Forms
Online Client Questionnaires
eSignature (Coming Q2 2023)
Work Presentation and Approval
Secure Chat
Template To-Dos (Coming Q2 2023)

Build, grow, and run your firm with CountingWorks PRO

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