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Automated marketing software
for tax & accounting pros

Join the 8,000+ professionals who trust CountingWorks PRO to
help them gain and retain more clients. Try us free for 30 days.

Compare all plans & features

Already have a website for your practice? Check out Scale Lite.

SCALE

STARTING AT

$80

PER MONTH/2 USERS

CountingWorks Scale is a
fully-managed tax and accounting blog/website and CRM solution.

Free Website Domain
Branded Client Portal
Social Media Posting
Automated Client Newsletters

SEE OPTIONS

SPECIAL OFFER: SAVE 17% TODAY!

SPOTLIGHT

STARTING AT

$200

PER MONTH/UNLIMITED USERS

Personalize your digital
presence to scale up
your practice

Everything in Scale plus
On-page SEO Review
GMB Optimization + Posting
Online + Phone Support

SEE OPTIONS

PREMIER

STARTING AT

$300

PER MONTH/UNLIMITED USERS

CountingWorks Premier is
an all-in-one solution to
escalate your practice

Everything in Spotlight plus
Branded White Papers
Conversion Tools
Dedicated SEO Guru

SEE OPTIONS

Want to learn more? Watch a demo!

Compare Packages & Services

All plans include the essential pieces of our proven approach: automated marketing,
done-for-you expert content, and an exceptional experience for your clients.

Web

Presence

Scale
Customizable, full-service website
Licensed professional photography
Dedicated website designer
Website ready in an average of 5-10 business days
Done-for-you tax, finance, and accounting blog content, including over 150 new articles per year
Real-time marketing dashboard: Web traffic analytics and reporting
ADA, ReCAPTCHA, and IRS security compliant
Domain name included
Unique home page copy creation with AI Copywriter (additional fee at set up for additional pages)
—
Spotlight
Customizable, full-service website
Licensed professional photography
Dedicated website designer
Website ready in an average of 5-10 business days
Done-for-you tax, finance, and accounting blog content, including over 150 new articles per year
Real-time marketing dashboard: Web traffic analytics and reporting
ADA, ReCAPTCHA, and IRS security compliant
Domain name included
Unique home page copy creation with AI Copywriter (additional fee at set up for additional pages)
—
Premier
Customizable, full-service website
Licensed professional photography
Dedicated website designer
Website ready in an average of 5-10 business days
Done-for-you tax, finance, and accounting blog content, including over 150 new articles per year
Real-time marketing dashboard: Web traffic analytics and reporting
ADA, ReCAPTCHA, and IRS security compliant
Domain name included
Unique home page copy creation with AI Copywriter (additional fee at set up for additional pages)

Search Engine

Optimization

Scale
Customizable meta titles and description
Keyword-rich URLs
Submission to Google search console
Submission to directory network, over 70 properties
–
Keyword tracking and monthly reporting
—
Guru on page SEO review and keyword focus update, up to 10 main categories
—
Enhanced Directory Listing Management
—
Dedicated SEO Guru, monthly reports plus quarterly check-in calls
—
Review reputation monitoring
—
Spotlight
Customizable meta titles and description
Keyword-rich URLs
Submission to Google search console
Submission to directory network, over 70 properties
Keyword tracking and monthly reporting
Guru on page SEO review and keyword focus update, up to 10 main categories
Enhanced Directory Listing Management
—
Dedicated SEO Guru, monthly reports plus quarterly check-in calls
—
Review reputation monitoring
—
Premier
Customizable meta titles and description
Keyword-rich URLs
Submission to Google search console
Submission to directory network, over 70 properties
Keyword tracking and monthly reporting
Guru on page SEO review and keyword focus update, up to 10 main categories
Enhanced Directory Listing Management
Dedicated SEO Guru, monthly reports plus quarterly check-in calls
Review reputation monitoring

CRM

Scale
Automated monthly email newsletter
Email campaigns: Thank you, Holiday and Birthday wishes, Promotions, Social, Reviews, and more
Automated Social Media posting: FaceBook, Twitter, and LinkedIn
Branded social media cover art
Lead nurture campaigns
Expert-created PDF, video, and article database
Due date reminders
Attract and share 5-star reviews with our reputation campaigner
TaxBuzz and CountingWorks Marketplace profiles
ChatBot - turn website visitors into leads
—
Automated YouTube Video Loading Tool
—
Google My Business Optimization and Posting
—
Branded lead-generating white papers
—
Online conversion tools
—
Spotlight
Automated monthly email newsletter
Email campaigns: Thank you, Holiday and Birthday wishes, Promotions, Social, Reviews, and more
Automated Social Media posting: FaceBook, Twitter, and LinkedIn
Branded social media cover art
Lead nurture campaigns
Expert-created PDF, video, and article database
Due date reminders
Attract and share 5-star reviews with our reputation campaigner
TaxBuzz and CountingWorks Marketplace profiles
ChatBot - turn website visitors into leads
Automated YouTube Video Loading Tool
Google My Business Optimization and Posting
Branded lead-generating white papers
—
Online conversion tools
—
Premier
Automated monthly email newsletter
Email campaigns: Thank you, Holiday and Birthday wishes, Promotions, Social, Reviews, and more
Automated Social Media posting: FaceBook, Twitter, and LinkedIn
Branded social media cover art
Lead nurture campaigns
Expert-created PDF, video, and article database
Due date reminders
Attract and share 5-star reviews with our reputation campaigner
TaxBuzz and CountingWorks Marketplace profiles
ChatBot - turn website visitors into leads
Automated YouTube Video Loading Tool
Google My Business Optimization and Posting
Branded lead-generating white papers
Online conversion tools

TeleAccountant

Virtual Client

Interviews

 

Scale
Two-way HD video meetings
Browser-based video calls, no APP to download
Up to 5 simultaneous attendees
ID Capture for IRS compliance
Online appointment calendar
Spotlight
Two-way HD video meetings
Browser-based video calls, no APP to download
Up to 5 simultaneous attendees
ID Capture for IRS compliance
Online appointment calendar
Premier
Two-way HD video meetings
Browser-based video calls, no APP to download
Up to 5 simultaneous attendees
ID Capture for IRS compliance
Online appointment calendar

Client Portal

Scale
Https Secure, branded client portal
Secure document sharing
Secure messaging
Portal link for client login
IRS compliant eSign and KBA authentication (use fee applies)
Client note tracking
Up to 250 free annual IRS compliant eSign
—
Up to 500 free annual IRS complaint eSign
—
Spotlight
Https Secure, branded client portal
Secure document sharing
Secure messaging
Portal link for client login
IRS compliant eSign and KBA authentication (use fee applies)
Client note tracking
Up to 250 free annual IRS compliant eSign
Up to 500 free annual IRS complaint eSign
—
Premier
Https Secure, branded client portal
Secure document sharing
Secure messaging
Portal link for client login
IRS compliant eSign and KBA authentication (use fee applies)
Client note tracking
Up to 250 free annual IRS compliant eSign
—
Up to 500 free annual IRS complaint eSign

Digital

Workflows

Scale
Over 30 Trello® workflows that can be started through the CountingWorks PRO dashboard, ranging from taxes to payroll to bookkeeping
Trello® cards are moved across workflow task lists as they’re being worked on or completed
Trello® will automatically update the status in the activity feed of CountingWorks PRO 2.0.
Spotlight
Over 30 Trello® workflows that can be started through the CountingWorks PRO dashboard, ranging from taxes to payroll to bookkeeping
Trello® cards are moved across workflow task lists as they’re being worked on or completed
Trello® will automatically update the status in the activity feed of CountingWorks PRO 2.0.
Premier
Over 30 Trello® workflows that can be started through the CountingWorks PRO dashboard, ranging from taxes to payroll to bookkeeping
Trello® cards are moved across workflow task lists as they’re being worked on or completed
Trello® will automatically update the status in the activity feed of CountingWorks PRO 2.0.

Support

Scale
Live training, onboarding, and Q&A
24/7 knowledge base
Free Online Support, M-F phone, and chat support 8-5
Allocated 3-Hours Web Guru Design and Set-up
Monthly VIP workshops
—
Spotlight
Live training, onboarding, and Q&A
24/7 knowledge base
Free Online Support, M-F phone, and chat support 8-5
Allocated 3-Hours Web Guru Design and Set-up
Monthly VIP workshops
Premier
Live training, onboarding, and Q&A
24/7 knowledge base
Free Online Support, M-F phone, and chat support 8-5
Allocated 3-Hours Web Guru Design and Set-up
Monthly VIP workshops

Frequently Asked Questions

Is the 30-day trial free?

Yes, you do not have to enter your credit card to start the free trial. You can utilize all of the tools and familiarize yourself with the platform. When you are ready to go live on your domain, payment will be required. 

What type of payments do you accept?

All plans are billed via credit card in USD. We accept MC, VISA, and AMEX. 

What is a contact?

A contact is any person or business that has been added to the platform. That ranges from imported lists to “contact us” and lead forms to newsletter opt-ins.

How are you different?

By focusing on the tax and accounting profession we have seen it all. We have tested various technologies, optimized for best results and continue to quickly adapt to the latest marketing and social trends or Google algorithm changes. We understand it takes much more than a website to be found and thrive online. It all starts with your reputation. We make you look great with our industry-leading content and channel distribution. Nobody makes you and your firm look better than CountingWorks PRO.

How can I track the results?

We track all of your activity through multiple channels. Examples: How many people are reading your newsletter, website visitors, reviews, and other important metrics. All of this data is displayed within your marketing dashboard – the brains behind your practice. 

Still have questions or need help?

Get in Touch