Choose the plan that fits your firm now. As your client-facing activity grows, MAX credits, contacts, seats, and add-ons make it easy to scale without overcomplicating your software stack.
Plans unlock capability. Credits power MAX activity. Add-ons support growth.
The plan ladder
More visibility. More automation. More intelligence. More support.
Starter
Launch Your Modern Firm
Grow
Automate and Scale
Premier
Automated Growth Engine
Premier Plus
Advisory-First Growth Platform
Not sure which plan fits? Start with your Blueprint.
MAX credits give your firm flexible access to AI-powered work inside CountingWorks PRO.
Credits are used when MAX helps your firm create, analyze, draft, summarize, scan, automate, or move work forward through content, campaigns, AI Workflows, prospecting runs, advisory opportunity scans, and other MAX-powered tasks.
The more value your firm gets from MAX-powered activity, the more credits you may use.
Included each month
Each plan includes a monthly MAX credit allocation based on the level of activity that plan is designed to support.
Used by activity
Credits power MAX-assisted work such as content generation, campaigns, workflows, summaries, scans, drafts, and follow-up.
Flexible when usage grows
If your firm has a heavier month, you can add credit packs or upgrade plans without disrupting the work.
Credits are designed to make the platform flexible — not stressful.
Firm activity is not the same every month.
Tax season, onboarding pushes, advisory campaigns, prospecting, content creation, and follow-up can create heavier MAX usage. That is normal.
CountingWorks PRO is designed so firms can scale activity when they are getting more value from the platform.
Slow months
Use your included monthly credits for steady activity.
Busy months
Use more credits when workflows, campaigns, onboarding, prospecting, or content activity increases.
Top off when needed
Add credit packs when you need extra capacity, without changing the whole plan.
Start with your Future-Ready Firm Blueprint. We will help you see where your firm is clear, where your client-facing experience may be holding you back, and which plan best matches your goals.
Start with the plan that matches where your firm is today. Starter is for firms building a stronger foundation. Grow is for firms ready to improve visibility and lead growth. Premier is the recommended plan for a connected growth engine. Premier Plus is for firms that want the highest level of capacity, intelligence, automation, and strategic support.
MAX credits power AI-assisted activity inside CountingWorks PRO. Credits are used when MAX helps your firm create, analyze, draft, summarize, scan, automate, or move work forward through content, campaigns, AI Workflows, prospecting runs, advisory scans, and other MAX-powered tasks.
Monthly plan credits refresh each month and do not roll over. Annual customers receive rollover flexibility, allowing firms to build extra capacity ahead of busier periods. Rollover limits vary by plan and rollover credits expire after 90 days if unused.
Yes. You can add MAX credit packs when your firm needs extra capacity for campaigns, workflows, seasonal onboarding, prospecting, advisory scans, or content creation. Purchased credit packs roll over until used and expire 12 months after purchase.
Yes. CountingWorks PRO is designed so your firm can start where it is today and upgrade as your client-facing activity, team, contacts, credits, and growth goals expand.
Contacts include clients, prospects, leads, archived contacts, and imported marketing contacts. If your firm needs more contact capacity, you can add contact packs.
Yes. Start with your Future-Ready Firm Blueprint. It helps identify where your firm is clear, where the client-facing experience may be holding you back, and which plan best matches your goals.
Still deciding? The best way to see how CountingWorks PRO could support your firm is torequest your Future-Ready Firm Blueprint.
The right plan helps your firm attract better clients, onboard faster, communicate better, use MAX more strategically, and grow relationships with a more connected client-facing experience.
