CountingWorks PRO's ClientHub saves the average tax and accounting professional 2,400 hours per year.

Managing clients and engagements under pressure is challenging no matter how you slice it. Unfortunately, relying on numerous software products can overcomplicate things.
CountingWorks PRO is different.

ClientHub

Save time with every client by digitizing your workflows from start to finish.

Step 1 Use a professional proposal to communicate value and get paid upfront.

With CountingWorks PRO:

  • Make a great impression with a professional proposal
  • Get paid before you start the work
  • Offer transparent packages
  • Customize proposals per client
  • Trigger eSign engagement letter once payment is received
  • Create and build your own fee calculator

Step 2 Digital engagement letters save you time while being compliant.

With CountingWorks PRO:

  • Prepare your engagement letters in minutes
  • Choose from our library of pre written templates or make your own
  • Attach your engagement letters to automatically ask for signature upon payment
  • Easily organizes your legally binding agreements

With Old School Methods

  • Slow and frustrating process with faxed, mailed or paper-based options

Step 3 Use digital intake forms so clients can register on their own time from any device, saving you valuable time.

With CountingWorks PRO:

  • Automate the intake form to send after payment
  • Save 15-30 minutes by having the clients fill in the forms for you
  • Intake form answers can kick off client and pro to-do lists
  • Intake form answers can kick off workflow kanban boards

With Old School Methods

  • Ask clients intake questions during the interview process
  • making every appointment last a little longer

Step 4 Choose from over 30 pre-built workflows to manage and simplify every client engagement. 

With CountingWorks PRO:

  • Organize clients with personalized todos
  • Collaborate with your team, anywhere, anythine
  • One dashboard that shows all your client projects
  • Save time when billing for hours
  • Over 30 template workflows for any engagement

With Old School Methods

  • Paper-based systems make it tough to collaborate
  • More time spent collecting documents from clients
  • Higher expenses with paper, postage and time

Step 5 We make it easy for clients to securely collaborate with you.

With CountingWorks PRO:

  • Personalized ClientHub makes it easy to share secure communications
  • Manage team and security access
  • Documents all stored in same location
  • Client can see job progress
  • Client can request additional work
  • Client can access invoices and activity
  • One dashboard for all your CRM tools

With Old School Methods

  • Email is not secure

Step 6 If you need more staff, access our offshore team for additional help.

Get Tax Talent

With CountingWorks PRO:

  • Expert CPAs and tax professionals with years of experience
  • On demand flexibility to ramp up and down your team
  • Scale your team to match your growth rates
  • Save on labor and payroll costs

With Old School Methods

  • Working 80-120 hours per week
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