Most tax and accounting firms blend into the background. They have the same website templates, the same copy, the same “trusted advisor” pitch. In a world where buyers have 10 tabs open and AI tools like ChatGPT filtering their options, existing in a boring beige box is a one-way ticket to being ignored.
That’s where we come in. Whether you’re working with high-profile executives every day or you’re a “no-suits-and-ties-allowed” firm, we’ll tell your story.
If your story doesn’t stand out,
you don’t make the list.
Google. ChatGPT. Perplexity. They're how your next clients find answers—and find you.
However, when every firm has the same site, the same pitch, and the same promises, algorithms don't know who to trust.
Modern search demands a narrative. One that connects. One that ranks. One that converts.
We build that for you.
We don’t stop at your website design.
CountingWorks PRO is a full-stack, AI-powered platform built specifically for independent tax & accounting pros who want to:
All under one roof.
MAX is your built-in AI co-pilot. It’s the brains behind your client experience, marketing, and firm automation. It’s how we scale agency-level strategy for solo and growing firms alike, giving you back hours a day while making your practice look premium.
Launch your custom brand narrative (done for you, by us)
Auto-generate blogs, emails, playbooks, and SEO-optimized content
Write fast, human-sounding responses to client messages — in your voice
Deliver landing pages, lead magnets, and newsletters with one click
Auto-respond to leads and route them into your sales pipeline
Generate tax strategy reports and client-ready planning proposals in seconds
Research tax code and client-specific scenarios using our human-curated knowledge layer
Upsell tax planning and advisory, automatically
No marketing team required. No copywriting skills needed. MAX handles it all — and helps you grow while you sleep.
AI is already part of everyday business — 72% of companies use it in at least one function. We built MAX so your use of AI works for you, not against you.
From first impression to ongoing engagement, we make sure every client-facing touchpoint reflects the firm you aspire to be.
It’s like having a 20-person team behind your practice.
One new client pays for your entire platform.
At the end of the day, this isn’t about cost. It’s about clarity.
Our setup process is fast, guided, and human-backed. We get you launched, loaded, and landing clients without the usual friction.
You’ll feel the momentum before your next billing cycle.
If you’re fine looking like every other accountant online, you won’t like us.
But if you believe your work deserves attention, if you want better clients and better systems, if you're ready to break the old pattern—CountingWorks PRO is how you stand out.
Narrative wins. And, the firms that win in this new era?
They're the ones clients remember.
Let’s make sure they remember you.
At CountingWorks, our leadership team brings a wealth of expertise from the tax and accounting industry to guide our platform into the future.
Discover how CountingWorks PRO can transform your practice, streamline your operations, and elevate your client relationships. Join us at the forefront of the tax and accounting industry's digital evolution and secure your practice's future success.
Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....
1. Establish a Robust Recordkeeping System
2. Manage Quarterly Estimated Tax Payments
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