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Product News: Customizable Overview Videos

December 17, 2019

Exciting news for all CountingWorks PRO clients: we’re rolling out our new customizable overview videos!

These promotional overview videos create a more personal connection between you – the professional – and your clients. In addition to well-written language, professionally-executed video making and voiceovers, the videos come with customizable practice info (e.g. logo, address, etc.) and can even be personalized with the viewer’s name.

These videos could be attached to welcome emails and sent directly to potential or existing clients and are certain to make a deeper impact than generic videos out there. They can also be left as a more generalized intro video (minus the viewer name personalization) and posted directly to your website.

What’s special about these videos?

  • Personalized viewer’s name – displayed in the welcoming message at the beginning of the video. If the name is in our library of the 1000 most common names, the voiceover will also pronounce that name during the welcoming message. That name library can grow in the future to include even more names.
  • Customizable firm info – includes logo, firm name, city & state (in some videos), phone number, and website.
  • Engaging and authoritative script
  • Professionally-made videos and voiceovers

What topics are available?

There are currently a total of six overview videos to choose from, with more to be added in the future:

  • Growing Your Business
  • Starting Your Business
  • Why Should You Work With a Professional?
  • Virtual CFO
  • Virtual Tax Prep
  • IRS Tax Problems

Here is a sample overview video for the “Starting Your Business” topic:


You can access the customizable overview videos via the video library in Portal 2.0. Login here.

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CountingWorks PRO Staff

Our marketing experts have years of experience helping independent tax and accounting professionals get the most out of their practices. Our proven methods have helped tens of thousands succeed. Follow us on @countingwkspro to get updated year round.

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