Our Pricing
Priced packages designed to fuel your firm's growth.
Web Visibility Features
(add on website $50/month)
(Coming Soon)
(Coming Soon)
MAX Intelligence
Access MAX Skills1 for tax research, client communication, document work, advisory opportunities, firm operations, marketing and other supported workflows. Skills use MAX credits based on the work performed.
Give MAX a recurring assignment in everyday language. It can review your client database, identify opportunities, prepare follow-ups, monitor deadlines, and get work done automatically.
No complicated workflows. No coding. Just ask.
Front Office Features
(1,000 contacts)
(2 users)
Client Experience Features
PR & Thought Leadership Features
Web Visibility Features
(add-on website $150/month)
(quarterly)
MAX Intelligence
Access MAX Skills1 for tax research, client communication, document work, advisory opportunities, firm operations, marketing and other supported workflows. Skills use MAX credits based on the work performed.
Give MAX a recurring assignment in everyday language. It can review your client database, identify opportunities, prepare follow-ups, monitor deadlines, and get work done automatically.
No complicated workflows. No coding. Just ask.
Front Office Features
(2,500 contacts)
(5 users)
Client Experience Features
PR & Thought Leadership Features
Web Visibility Features
(add-on website $150/month)
(monthly)
MAX Intelligence
Access MAX Skills1 for tax research, client communication, document work, advisory opportunities, firm operations, marketing and other supported workflows. Skills use MAX credits based on the work performed.
Give MAX a recurring assignment in everyday language. It can review your client database, identify opportunities, prepare follow-ups, monitor deadlines, and get work done automatically.
No complicated workflows. No coding. Just ask.
Front Office Features
(5,000 contacts)
(10 users)
Client Experience Features
PR & Thought Leadership Features
Web Visibility Features
2 Lightning-Fast Websites
(add-on website $150/month)
(monthly)
MAX Intelligence
Access MAX Skills1 for tax research, client communication, document work, advisory opportunities, firm operations, marketing and other supported workflows. Skills use MAX credits based on the work performed.
Give MAX a recurring assignment in everyday language. It can review your client database, identify opportunities, prepare follow-ups, monitor deadlines, and get work done automatically.
No complicated workflows. No coding. Just ask.
Front Office Features
(10,000 contacts)
(20 users)
Client Experience Features
PR & Thought Leadership Features
MAX Credits are flexible work capacity used across MAX Intelligence. MAX Skills and Automations use credits based on the work performed. More complex tasks and larger data reviews may consume more credits.
1 MAX Skills may use underlying CountingWorks PRO capabilities to complete a defined task. Skill access does not unlock a software feature or module that is not included in your plan.
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.
Additional Users
Starter
$25/mo per additional user
Grow
$20/mo per additional user
Premier
$15/mo per additional user
Premier+
$15/mo per additional user
Contact Blocks
+1,000 contacts
$15/mo
+2,500 contacts
$29/mo
+5,000 contacts
$49/mo
+10,000 contacts
$79/mo
One-Time MAX Credit Pack
10,000
$49
25,000
$99
50,000
$179
100,000
$299
250,000
$599
500,000
$999
Additional Website
Starter
$50/Month ($540/Annually)
Other packages
$150/Month ($1620/Annually)
Additional Landing Pages
$25/Month ($270/Annually)