AI-Powered Marketing and Client Engagement Platform

We equip independent tax and accounting professionals to master every step of the client journey—from online discovery and seamless onboarding to long-term retention. Maximize your time, boost your ROI, and create lasting client relationships. Your path to efficiency and growth starts here.

How It WorksSee It in Action
REMINDER: Tax Appointment with Robert Hudson, CPA at 9:30 AM, March 4, 2024
Thank you! I will be there.
checkmarkcheckmark

Everything looks AMAZING!!! You have done wonderful work!! A website I can finally be proud of, thanks to you.

Geena Young, CEO
Washington DC Financial Accounting Firm

You guys are amazing! Thank you for the services you provided. I hate doing this kind of stuff and I'm horrible at it. Hiring a marketing director is costly and not worth it, so believe me when I say that CountingWorks PRO is the best thing to sliced bread! You can quote me on that too!

Linda Angeles
Celebration, FL
Accounting & Tax

I love CountingworksPro products and its team. The team is super attentive to your needs, very knowledgeable and a pleasure to work with!  Patrick, my dedicated account manager, is AWESOME!  I highly recommend CountingworksPro.

Rodney Carter Jr
Naperville, IL
Accounting & Tax

We are getting daily prospects and several new clients per week. Whatever you are doing is working!

Wesley Kirtz, CPA
Waynesboro, VA
Accounting & Tax

Top practices rely on CountingWorks

Transforming Tax and Accounting with Advanced AI Solutions

An automated workflow to send tax organizer to the client

At CountingWorks Pro, we revolutionize the way tax and accounting professionals manage their back-office operations. Our AI-powered tools are designed to streamline and improve every aspect of your practice, from client engagement to content creation and research.

Explore additional AI-powered features that can do everything from create a tax plan for small business owners to find individual deductions you might have missed. Think of CountingWorks PRO’s artificial intelligence engine as the best tax assistant you’ve ever had.

How We Help Your Practice

Grow your practice with specialized marketing.

Grow Your Practice

Modernize with a secure intake process that you and your clients can do from anywhere.

Modernize client intake process

Automate with our proprietary AI system, like having extra staff members without paying extra salaries.

Automate your practice

Features to help you thrive:

VIP clients
experience a

72%

increase

in new website visitors in the first 24 months with CountingWorks PRO.

Bookkeeper.com

increased page views by

19,321

3K+

keywords

are ranking #1 for VIP clients

Powering Accounting & Tax Firms since 2014

Stay informed with expert resources.

Build, grow, and run your firm with CountingWorks PRO

Talk to a human
Interface of the AI Co-Pilot tool by CountingWorks PRO. Get access to an extensive knowledge library of tax and accounting.