Experience the power of streamlined client interactions, advanced document management, and an exceptional client experience with CountingWorks PRO’s CRM & ClientHub system.
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Our Customer Relationship Management system (CRM), designed exclusively for tax and accounting professionals, consolidates all client interactions into one centralized platform. From e-signatures to task management and contact details to secure document storage, everything you need to manage client relationships effectively is at your fingertips. And, best of all, our ClientHub makes it easy to stay connected to your customers all year long, not just at tax time.
Take your document organization to the next level with advanced features like scanning inbound client uploads and automatically summarizing document contents. CountingWorks PRO simplifies file organization by setting up automated folder structures based on client-uploaded types, saving you valuable time and ensuring your documents are always at your fingertips whenever you need them.
A positive client experience is at the heart of our CRM. Clients have intuitive tools to stay organized, complete tasks such as intake forms, and securely upload documents for your review. Our platform takes your practice’s professionalism to the next level, leaving clients impressed and confident in your services.
Maintaining a large client database can be daunting but with our CRM for tax and accounting professionals, it's never been simpler. Say goodbye to disorganized data scattered across multiple software products. Our platform keeps everything—workflow, e-signatures, payments, intake, and secure chat—all under one “roof”, ensuring seamless coordination and organization across your practice.
As a bonus, many tax professionals who choose ClientHub save money by canceling other subscriptions.
Our commitment to innovation means that we're constantly working to automate and enhance your experience. Stay tuned for our upcoming release this summer, where we'll introduce automated folder structures based on client-uploaded types, further streamlining your workflow and saving you even more time.
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