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 Works See It in Action

REMINDER: Tax Appointment with Robert Hudson, CPA at 9:30 AM, March 4, 2024

Thank you! I will be there.

A single tax and accounting marketing and automation system that helps you achieve more with less effort.

Transform your tax and accounting practice with our intuitive platform. Unlock measurable improvements in client engagement, automate your workflow to stay on top of client progress, and start growing your firm today.

Join the revolution today

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Client Journey Cycle ClientHub CRM Upsell Campaigns Marketing Concierge Social Media Targeted Newsletter
‍AI Assistant Niche Pricing

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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

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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.

Unmatched AI-Driven Solutions for Your Practice

Our all-in-one back office suite uses cutting-edge AI technology to make your team more efficient and accurate every day. Discover how our AI tools can automate daily tasks, including the following feature and much more:

Engagement Letters & Proposals

Generate customized engagement letters and proposals quickly with our intelligent automation, ensuring consistency and professionalism in every document.

Social Media Content Creation

Our AI system can craft compelling and relevant social media posts, keeping your online community engaged without the hassle.

Blog Writing

Benefit from AI-assisted blog writing that produces high-quality, SEO-optimized tax and accounting content tailored to your audience’s needs.

Tax Research

Access comprehensive and up-to-date tax research with our AI, streamlining your research process and providing you with accurate insights from the IRS, state tax agencies, and more.

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.

Experience the future of the tax and accounting industry now.