Start Small or Grow Big

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.

BOOK A DEMO TODAY

Connect

Starting At
$80/per month
Get a Demo

Ideal for:
Ideal for advisors that want to showcase their expertise and build thought leadership through blogging, social posting, and targeted email newsletters.

Features:
Microsite with integrated Blog Feed
Custom Blog Publishing Tools
Expertly Written Content
Automated Newsletters
Google Business Profile Posting
Google Business Setup
Client Newsletter List Management
Automated Lead Capture
Lead Nurture Campaigns
Starting at 100 Contacts

Presence

Starting At
$120/per month
Get a Demo

Ideal for:
Ideal for practices that want to establish a strong digital presence with a high performing website and client marketing content.

Features:
Mobile optimized Tax & Accounting Website
Expertly Written Content Library
Personalized Website Design
One Custom Domain
Two Custom Emails
Site Analytics
ADA Compliance
Client Upsell Campaigns
Automated Lead Capture
Lead Nurture Campaigns
On-Page SEO
Google My Business Posting
Google My Business Setup
Automated Twitter, Facebook & Linkedin Posting
Online Calendar Appointment Setting
Calendar Sync with Outlook & Google
Virtual Meetings
Reputation & Review App
Starting with 100 Contacts

Grow

Starting At
$165/per month
Get a Demo

Ideal for:
Ideal for growth oriented CPA, tax and EA practices that want to attract more leads, demand higher fees and supercharge their referral pipeline.

Features:
Everything in Connect & Presence plus:
1 Additional Landing Page
SEO Directory Submission & On-Page SEO
SEO – Monthly Keyword Reporting
PracticeBOT
Starting at 300 Contacts

Premier

Starting At
$300/per month
Get a Demo

Ideal for:
Ideal for practices that want access to a dedicated search engine optimization expert to dominate your competitors in the search results.

Features:
Everything in Grow plus:
2 Additional Landing Pages
Marketing Concierge Team
Custom About Us Copy
Monthly VIP Workshops
Unlimited Contacts

Secure Document Sharing & Client Communication

Starting At
$25/per user
per month
14 Day Trial

BASE

Built for the modern world, this package includes a branded site 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 app makes it easy for prospects and clients to schedule time on your calendar without a hassle, and without you having to be on-desk to take appointment calls. 
Ensure you and your clients never miss a due date with customizable to-do task notifications that are designed to work for YOUR firm.
Easily track down missing information from clients using ClientHub features.
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. Engineered for Web Presence subscribers or for embedding on a third-party website.
Features:
Branded Client Portal
Appointment Scheduler
Video Meetings
Document Sharing
To Do List
ClientHub component for Web Presence or a third party website

Digitize Proposals, Engagement Letters & Get Paid Online

Starting At
$35/per user
per month
Get a Demo

Coming September 2022

PAYMENTS

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.
Improve legal compliance and reduce risk by attaching engagement letters at time of proposal acceptance and payment. 
Win more clients with professional proposals, helping you close more deals at higher prices.
Collecting and reconciling paper checks delays cash receipts and often leads to errors. Collect payment upfront when your client accepts your proposal.
Our comprehensive dashboard details all of your transactions and deal flow. 
Features:
Proposal Builder
Payments

Digitize Workflows & Client Collaboration

Starting At
$50/per user
per month
Get a Demo

Coming in October 2022

WORKFLOW
‍‍

Everything in Base & Payments plus:
Integrated workflows that make it easy for clients to request new projects, follow the progress of existing projects and provide feedback to work progress.
Full transparency to clients with 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, virtual CFO to tax preparation.
Save time and money, while improving the client experience for every engagement. 
Remote teams can collaborate in one easy to work space. 
Features:
Intake Forms
Online Client Questionnaires
eSignature
Work Presentation and Approval
All plans come with:
A client success manager dedicated to your ongoing success.
SSL security and large document upload capacity.
A customized website that you can build in minutes.
Email, phone, and online support.
Onboarding to get your team up and running successfully.

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

Build, grow, and run your firm with CountingWorks PRO