Most tax and accounting firms sound and look the same. In the age of AI search and client comparison, that’s killing your growth.
We help you stand out, scale up, and deliver a client experience that keeps people coming back.
If your firm sounds like everyone else, you’re already invisible.
They Google you. They ask ChatGPT who to trust. They judge you based on how you look, sound, and respond.
If you look like everyone else, you disappear. If your experience is clunky, they bounce. If you’re not proactive, they leave.
This is what CountingWorks PRO fixes.
It’s why your old website and scattered tools aren’t enough anymore.
Apple doesn’t describe its specs — it tells stories. When your firm does the same, your 'why' becomes your biggest competitive edge.
Not just a new website. Not just a CRM. Not just email marketing. Not just AI tools.
It’s everything you need to attract, convert, and retain better clients — connected in one easy-to-use platform.
MAX isn’t just another chatbot.
It’s a tax-savvy, marketing-smart assistant that helps your firm grow faster — without more work.
MAX can:
Draft custom responses for client emails
Suggest tax strategies or planning opportunities
Write blog posts, newsletters, bios, and campaigns
Trigger automations from client activity
Do research on complex topics
Help you deliver more value, more often
Human-reviewed, always accurate, trained on the tax code.
Built-in across your whole platform.
Marketing that runs on autopilot.
Once you’re onboarded, MAX and our built-in tools work behind the scenes to:
Send newsletters, social posts, and review requests
Automated social media content
Niche-focused email campaigns
Well-drafted proposals
Our goal? You get measurable ROI in 60 days.
I got 3 upsells and 7 five-star reviews — without sending a single email myself.
CountingWorks PRO Onboarding Journey
"CountingWorks transformed how I show up online. I went from invisible to page-one rankings — and I didn’t lift a finger."
“I love the playbook automation. It’s a great marketing tool.”
“Before CountingWorks PRO, our team was buried in repetitive administrative tasks. Now, with automation handling onboarding, follow-ups, and scheduling, we’ve cut down hours of busywork each week. It’s given us the freedom to focus on higher-value work and serve our clients more effectively.”
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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