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Product News: Tax and Accounting Digital Workflow Integration for Trello®

June 12, 2020

The COVID-19 emergency has quickly disrupted how many tax and accounting professionals work.  

Operating with distributed workforces and working from home has made paper-based or manual processes impossible to complete. 

To assist our subscribers through this transition, we have developed multiple digital workflows and integrated our platform with the world’s most popular workflow tool: Trello®

Introducing CountingWorks PRO for Trello®.

With over 50 million users, Trello® allows tax and accounting professionals to work remotely and collaborate seamlessly on client projects. 

We started by designing over 20 Trello® workflows that can be started through the CountingWorks PRO dashboard, ranging from taxes to payroll to bookkeeping:

Bookkeeping Trello workflow example

Trello® cards are moved across workflow task lists as they’re being worked on or completed. 

Example of Trello "board" - digital workflow organization

As you move through each task, Trello® will automatically update the status in the activity feed of CountingWorks PRO 2.0.

Location of Trello integration in the CountingWorks PRO dashboard

Easily search and sort by task, due date, and workflow status directly in your CountingWorks PRO 2.0 dashboard. The free Trello® version includes one power-up that allows you to connect to a third-party app, like syncing to your calendar – helping you streamline your processes even further. 

Adding a new Trello workflow in CountingWorks PRO portal

We are open to suggestions for future workflows, so feel free to send your ideas to help@countingworkspro.com

Our Trello® workflows are meant to be simple to use, without requiring hours of staff training or a commitment to a high-priced practice management platform. 

We will continue to build even more automation into your portal. This is just the beginning. 

Before you get started, we recommend watching our Trello® workflow best practices training video:

We hope you enjoy these new tools and find them useful for your practice. And yes – they are available to all current subscribers free of charge.

We are not affiliated, associated, authorized, endorsed by or in any way officially connected to Trello, Inc. (www.trello.com).


Pro advice, ideas, and information to help your practice get going and grow.

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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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