How CountingWorks PRO Works

At CountingWorks PRO, we improve the client experience from end to end, giving your tax and accounting practice the edge you need in today’s competitive market. Our comprehensive platform combines multiple services into a single dashboard. No more juggling eight different software products—plus, you’ll save money.

Here's how it works:

1 Discover

Make it easier for prospects to find your tax and accounting firm:

Rank higher on search results
Optimize online profiles on directories and platforms like Google
Develop an intuitive, mobile-responsive website
Get highly visible ratings and reviews

2 Convert

Transform leads into clients:

Attract more clients to your firm using landing pages, upsell campaigns, and other tools
Retain clients in your niche for years, and develop long-term professional relationships that could lead to referrals

3 Engage

Enhance client interactions:

Digital onboarding and engagement tools make the process simple for tax professionals, accountants, staff, and clients
Monthly newsletters and self-serve email campaigns

4

Advocate

Foster client loyalty:

Save time on tedious tasks like writing blog articles, posting on social media, and requesting reviews with our automation features
Streamline marketing, website management, and client communication within one dashboard

5

Return

Build lasting client relationships:

Improve client retention by providing a modern user experience that allows people to interact with you no matter where they are
Increase the odds that satisfied clients will give you referrals, expanding your client base organically through word-of-mouth marketing
Easily follow-up with all client questions and interactions, reminding them of your value through timely advice, updates, and check-ins

How CountingWorks PRO Works

At CountingWorks PRO, we will help you...

Grow

Modernize

Automate

Here's how it works:

1

Discover

2

Convert

3

Engage

4

Advocate

5

Return

Build, grow, and run your firm with CountingWorks PRO