Secure Client Portal & File Sharing for Accounting & Tax

Built for the modern world, this package includes a branded client portal that allows secure collaboration, communication, and document sharing anywhere on any device – start reading a contract on your computer, sign it on your iPad, and send it on your iPhone. Life is busy, we get it.

Get a demo and learn how you'll get more done in less time:

Branded client portal

Secure file sharing

Streamlined workflows

Speak with our team

We're here to help you build your firm—but we need to meet you first! Let's get you a demo.

A single accounting firm platform to achieve more with less work

Why Choose CountingWorks PRO?

You'll get all the tools and integrations you need to build an online presence, market your firm to attract better clients, and a powerful ClientHub that unifies every aspect of the client journey digitally.

With one place to send documents, receive information, assign client tasks, and send messages, you’ll save time while getting more accomplished.

Ensure you and your clients never miss a due date with customizable to-do task notifications that are designed to work for YOUR firm.

Integrated workflows that make it easy for clients to request new projects, follow the progress of existing projects, and provide feedback when necessary – keep an open line of communication from start to finish, reducing the risk of problems arising.

Rank in the AI Age with CountingWorks PRO

Create a year-long tax planning strategy for a freelancer earning $75,000 with multiple 1099 clients.

Below is a personalized, year-long tax planning strategy developed by CountingWorks, Inc., specifically for a freelancer earning $75,000 with multiple 1099 clients....

1. Establish a Robust Recordkeeping System

Dedicated Business Accounts: Open a separate business bank account and credit card to clearly define your income and expenses. This step not only simplifies your tax documentation but also aligns with our best-practices at CountingWorks.
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2. Manage Quarterly Estimated Tax Payments
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Thank you! This is so helpful.

Gladly! Remember, you can also turn this information into audio and send to your clients directly via ClientHub.