If you’re a business owner in today’s world, staying up-to-date with current technology is not a matter of preference but a necessity. In recent years, search algorithm shifts and regulatory changes have made it more important than ever for tax and accounting professionals to pay attention to what is happening in the tech industry. 

We developed CountingWorks PRO 3.0 to make sure clients like you stay ahead of the curve when it comes to your website’s speed, your overall web presence, your digital marketing efforts, and much more. The importance of transitioning from our legacy 2.0 platform to 3.0 cannot be overstated. 

With the legacy platform sunsetting on July 31, 2025, now is the perfect time to make the switch. Here’s why upgrading is essential for your practice:

1. Compliance with IRS Multi-Factor Authentication Requirements

The IRS recently mandated multi-factor authentication (MFA) – with a minimum two-factor authentication (2FA) – for accessing sensitive tax information. This improves security by requiring multiple forms of verification, thereby protecting your clients against unauthorized access and fraud. Our CWP 2.0 legacy platform lacks the advanced security measures necessary to meet these new requirements. CWP 3.0 integrates optional state-of-the-art 2FA and MFA protocols, ensuring that your practice remains compliant and secure.

Overall Security Enhancements

Online security is a major concern for many professionals within the tax, accounting, and personal finance industry. That’s why we are committed to the highest security protocols. In addition to 2FA and MFA, CWP 3.0 brings significant overall improvements over the legacy platform. Thanks to our highly secure tax and accounting software, you’ll never have to worry about your clients’ sensitive data being compromised:

• Advanced Encryption: CWP 3.0 utilizes robust encryption protocols to protect your data both in transit and at rest. This ensures that sensitive information remains secure from unauthorized access and potential breaches. 

Much like banks, we do not send any documentation outside of our secure, encrypted portal. When a client messages you, you will receive an email alerting you that you have a message within the CountingWorks PRO system; the same process will occur vice versa when you message a client.

• Regular Security Updates: CWP 3.0 is designed to receive regular security updates and patches. This proactive action helps protect your practice against the latest threats and vulnerabilities.
• Single Sign-On (SSO): Simplify access and enhance security with SSO integration, which allows users to log in once to access multiple systems, reducing password fatigue and improving overall security.

2. Alignment with Google’s SEO and Accessibility Standards

Google's algorithms and search engine optimization (SEO) practices continue to evolve, with a strong focus on user experience and accessibility that originally began with the major May 2021 algorithm update. CountingWorks PRO 3.0 aligns with Google standards with numerous foundational feature updates, including:

• Alt Text for Images: Search engines and screen readers rely on alt text to understand and index images. CWP 3.0 ensures that all images are properly tagged with descriptive alt text, improving organic rankings and accessibility.
• Proper Schema Markup: Schema markup helps search engines understand the content of your website, improving your visibility in search results. The 3.0 platform includes updated schema integration to keep you in line with Google's standards.
• Mobile Responsiveness: With a growing number of users accessing websites from mobile devices, mobile responsiveness is crucial. CWP 3.0 offers a fully responsive design, ensuring your site looks and functions perfectly across all devices, from desktop monitors to smartphones.

3. Improved Dashboard and Integrated Basic Reporting

CWP 3.0 offers a more modern, aestheically appealing user experience than the 2.0 “Green Portal”. The user-friendly interface, combined with lots of exciting new functionality, makes it easier for you and your team to manage tasks, access information, and provide excellent service to your clients.

• User-Friendly Dashboard: The new dashboard provides a streamlined interface with intuitive navigation. It allows you to quickly access self-serve marketing materials, manage tasks, and communicate with clients with just a few clicks of your mouse.
• Integrated Basic Reporting: Gain valuable insights with integrated reporting tools. CWP 3.0 includes basic analytics, such as the number of visitors to your website each day and your bounce rate.

Remember, the legacy CountingWorks PRO 2.0 platform will officially sunset on July 31, 2025. Upgrading to CWP 3.0 before this deadline is crucial to ensure compliance, enhance user experience, and stay ahead in a competitive environment. With improved security features, alignment with modern SEO standards, a more intuitive dashboard, and future-proof capabilities, CWP 3.0 is the essential upgrade your practice needs.

Transition today to experience the benefits of a more secure, efficient platform. For more information on making the switch, schedule a 3.0 demo today.