CountingWorks PRO helps tax and accounting firms turn their story, visibility, onboarding, follow-up, client communication, and advisory opportunities into one connected client experience.
Powered by CountingWorks PRO, MAX, AI Workflows, ClientHub, and expert Marketing Concierge support.
Not practice management. Not another task tracker. The client-facing layer that helps your firm attract better clients, onboard faster, follow up smarter, and grow more valuable relationships.
Client Experience Layer
Command center
Future-Ready Firm Blueprint
Status: Ready to review
Lead Captured
Source: Website / TaxBuzz
Client Onboarding
Status: Missing documents
MAX Recommendation
Action: Follow-up suggested
AI Workflow
Document chase draft ready
Real firms use CountingWorks PRO to improve visibility, generate leads, strengthen reviews, and create more client-facing momentum.
R. Wesley Kirtz, CPA
Waynesboro, VA
Linda Angeles
Celebration, FL
Sylvia M. Singleton, CPA
Boston, MA
From first impression to ongoing growth, CountingWorks PRO connects the moments that shape the client experience.
Found
Help better clients discover and trust your firm.
Chosen
Give prospects a clearer reason to pick you.
Onboarded
Move clients from yes to started with less friction.
Served
Keep clients informed, organized, and moving forward.
Expanded
Grow relationships with smarter follow-up and advisory.
Most firm software manages the work behind the scenes: tasks, projects, and deadlines.
CountingWorks PRO manages the client experience around it, from the first impression and document request to ongoing communication, education, and trust-building.
Internal operations layer
Practice management territory
Client experience layer
CountingWorks PRO
Practice management keeps the work organized. CountingWorks PRO makes the client experience work.
Firms are not short on software. They are short on connected client-facing systems.
Practice management tracks the work. Website companies publish pages. CRMs store leads. Agencies run campaigns. Generic AI answers prompts. CountingWorks PRO connects the moments where trust, follow-up, and growth actually happen.
| Capability | Practice TaxDome / Canopy / Karbon | Website CPA Site Solutions / DIY sites | CRM / Automation HubSpot | Marketing Agency Outsourced | Generic AI ChatGPT- | CountingWorks PRO AI-first |
|---|---|---|---|---|---|---|
| Internal task tracking | - | Partial | - | - | Partial | |
| Firm story and positioning | - | Partial | - | Partial | Partial | |
| Website, SEO, GEO, schema, and visibility | - | Partial | - | Partial | - | |
| Reviews, TaxBuzz, and trust signals | - | Partial | - | Partial | - | |
| Lead capture and prospect follow-up | Partial | Partial | Partial | - | ||
| Proposals, payments, engagement letters, and intake | Partial | - | Partial | - | - | |
| ClientHub communication and client journey | Partial | - | Partial | - | - | |
| MAX Practice Intelligence | - | - | - | - | Partial | |
| AI Workflows and Skills Library | - | - | Partial | - | Partial | |
| Advisory growth, campaigns, and relationship expansion | - | Partial | Partial | Partial | Partial | |
| Expert Marketing Concierge support | - | Partial | - | - | ||
| One connected client-facing system | - | - | - | - | - |
CountingWorks PRO is not another tool in the stack. It is the client-facing layer that helps the rest of the stack create better outcomes.
Before you add more tools, see where your client-facing experience is already creating friction.
The Blueprint gives your firm a practical diagnostic of how you get found, chosen, onboarded, served, followed up with, and recommended. It shows where your story is clear, where the client journey is scattered, and where MAX AI Workflows could help your team move work forward.
Future-Ready Firm Blueprint
Sample Blueprint Preview
64
48
71
57
53
82
3 workflows recommended to reduce follow-up friction.
Every firm has a story. Most websites bury it beneath the same services and generic messaging. CountingWorks PRO helps uncover what makes your firm different — who you serve, why clients choose you, and what sets you apart.
That story becomes the foundation for your website, service pages, niche content, blogs, newsletters, campaigns, reviews, and client experience.
Before
“We provide tax preparation and accounting services.”
After
“We help business owners stop being surprised by taxes and start making decisions with confidence.”
From the Story Library
Narratives built around who you serveBusiness Owners
Confidence at every decision, not just at tax time.
Real Estate Investors
Strategy that keeps more of every deal working for you.
Dual-Income Households
Fewer surprises, clearer planning, more peace of mind.
CountingWorks PRO brings the core client-facing tools together so your team can attract, convert, onboard, serve, and grow relationships from one connected platform.
Narrative websites, service pages, niche pages, trust signals, and clear calls to action.
TaxBuzz, reviews, local visibility, content, schema, and AI search readiness.
Expert copywriting, SEO/GEO, schema, campaigns, reviews, and growth strategy behind your firm.
Lead forms, source tracking, visual pipeline, activity timeline, and follow-up tasks.
Branded proposals, secure payments, e-signature, engagement letters, and intake.
Secure messaging, documents, tasks, reminders, and client timelines.
Client insights, next-best actions, follow-up signals, and advisory opportunities.
Drafting, chasing, routing, reminders, onboarding, follow-up, and review requests.
Newsletters, social content, review campaigns, advisory playbooks, and relationship growth.
MAX is the intelligence layer inside CountingWorks PRO. It helps your firm understand the client, the context, the opportunity, and the next best action — not as another disconnected chatbot, but as intelligence inside the client-facing system.
MAX
Next best actions
MAX listens. MAX suggests. MAX drafts. The human decides. ClientHub executes.
This isn’t generic AI chat. CountingWorks PRO gives your team access to a growing library of MAX-powered skills designed for the everyday workflows tax and accounting firms manage.
From document chase and proposal follow-up to review requests, advisory triggers, and client communications, you can launch proven automations without building everything from scratch.
CountingWorks PRO customers have used stronger visibility, better content, reviews, client communication, and connected support to create measurable growth.
Nadia Maradiaga
My Tax Lady · Charlotte, NC
65+
five-star reviews
Daily
new clients call
3,000+
unique website visitors
CGC Accountants & Advisors
Advisory-minded tax and accounting firm
CGC used a more connected client-facing system to strengthen visibility, communication, and growth support.
Bookkeeper.com
Visibility and lead generation
Bookkeeper.com turned stronger authority and visibility into measurable lead generation momentum.
204%
Search visibility increase
Bookkeeper.com
762
New leads
Bookkeeper.com
80+
New clients
CGC Accountants & Advisors
65+
Five-star reviews
My Tax Lady