Efficiency is key in the tax and accounting industry, and CountingWorks PRO is here to minimize your daily workload. Our system automates key operations, saving you valuable time and resources. By creating repeatable digital workflows that trigger additional processes, such as sending engagement letters, e-signing documents, or initiating intake forms, we simplify your front-desk workflow with one solution.
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CountingWorks PRO is the first in our field to develop AI-powered automation features to assist tax and accounting professionals. From doing in-depth tax research to summarizing PDF documents uploaded into your ClientHub, our platform will change your life in the office. Say goodbye to manual tasks and tedious administration, and hello to streamlined operations and better practice performance than ever.
By minimizing day-to-day “busywork,” CountingWorks PRO helps you better utilize your resources. Free up front-desk staff to offer better client service, leading to happier, more invested staff and increased practice retention.
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Experience the difference in practice efficiency and performance with CountingWorks PRO. Simplify your operations, reduce administrative burdens, and retain clients at a higher rate. Discover how we can streamline your practice today.
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