Tax and accounting professionals like you often struggle with disconnected and outdated digital experiences that fail to resonate with today’s clients.
We help you create seamless, AI-driven touchpoints that engage clients across generations, from website interactions to email and social media campaigns.
Onboarding processes are often clunky and time-consuming, leading to frustration for clients and missed opportunities for firms.
Our tools streamline onboarding with AI-powered forms, automated workflows, and personalized client experiences, ensuring a smooth start to every relationship.
Many firms rely on outdated marketing strategies that fail to address the diverse needs and preferences of Boomers, Millennials, and Gen Z.
We modernize your marketing funnels, leveraging AI to deliver the right message to the right client, no matter their generation or platform of choice.
"The changes I have seen are great. I love that we can now push a password change for our clients. That is much better than the option before, praying that their email was secure and not hijacked. I also really like that the portal window shows our business name. Being generic before was a little awkward for some of our clients. Well done. Thank you for your hard work at making the technology grow with the times. Well done."
"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!"
"I must say that I am beyond impressed with CountingWorks PRO services, I truly wish I had found you sooner. I am extremely satisfied with your product and services; I truly believe that you have a visionary team and an exceptional package which sets you apart from the other CPA website providers out there. Keep up the great work!"
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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