Starter
GROW
PREMIER
Most Popular
Premier +
Starter
$150/mo
Save 10% when you pay annually
Buy Now

Web Visibility Features

1 Lightning-Fast Website
(add on website $50/month)
Built-in SSL and CDN Network Security
Review Collection and Management
Automated Social Media Posting
Google Business Profile
On-Page Search Engine Optimization (SEO)
Automated Blog Feed
100+ Financial Calculators
Apple Business Profile
Custom Copywriting Pages
Automated Content Cluster SEO Articles
(Coming Soon)
Custom AI-Generated Social Media Posting
(Coming Soon)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Custom AI-generated Blog Feed
(Coming Soon)
No Landing Pages and Marketing Playbook
SEO Monitoring & Reporting (Not Included)
Citation and Directory Listing Management
Client Upsell Funnels with White Papers
Marketing Concierge
Link Building Assistance

AI Powered Features

MAX AI (included with ClientHub)

This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.

AI-Generated Audio Blog
AI-Generated Audio Client Notes
250,000 AI tokens per Month (4 characters per token)
Personalized Website Creator and Copywriter
Access to Template Prompt Library
Ai Agents
Website Ai Smart Bot
Deep Dive Firm Overview (Beta)
AI Social Campaign Writer

Front Office Features

Client CRM
(100 contacts)
Two-Factor Authentication Security
ClientHub + MAX Seats
(1 user)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (10 per year)
Engagement Agreements
Campaign Marketing Text Messages: 250 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Intake Forms
Client Questionnaires
To-Do Lists
Workflow Automation - 30 + Boards

PR & Thought Leadership Features

Monthly VIP Training Webcasts 
Social Media Video Scripts
GROW
$200/mo
Save 10% when you pay annually
Buy Now

Web Visibility Features

1 Lightning-Fast Website
(add-on website $150/month)
Built-in SSL and CDN Network Security
Custom Copywriting 10 pages (Home, About Us, Bio, 7 Service Pages)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Review Collection and Management
Automated Social Media Posting
Custom AI-generated Social Media Posting (Coming Soon)
Google Business Profile
On-Page Search Engine Optimization (SEO)
Custom AI-generated Blog Feed
Automated Blog Feed
100+ Financial Calculators
1 Landing Page + 1 Marketing Playbook
SEO Monitoring & Reporting
(quarterly)
Citation and Directory Listing Management
Link Building Assistance
Apple Business Profile
Client Upsell Funnels with White Papers
Automated Content Cluster SEO Articles
Marketing Concierge

AI Powered Features

MAX AI (included with ClientHub)

This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.

Ai Agents

Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.

AI-Generated Audio Blog
AI-Generated Audio Client Notes
1,000,000 AI tokens per Month (4 characters per token)
Website Ai Smart Bot
Personalized Website Creator and Copywriter
AI Social Campaign Writer
Deep Dive Firm Overview (Beta)

Front Office Features

Client CRM
(300 contacts)
Two-Factor Authentication Security
ClientHub + MAX Seats
(2 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
AI-Generated Custom Monthly Client Newsletter (Coming Soon)
Email Communication Library
eSign & KBA (50 per year)
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
Campaign Marketing Text Messages: 500 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
Workflow Automation - 30 + Boards

PR & Thought Leadership Features

Monthly VIP Training Webcasts 
Social Media Video Scripts
Most Popular
PREMIER
$300/mo
Save 10% when you pay annually
Buy Now

Web Visibility Features

1 Lightning-Fast Website
(add-on website $150/month)
Built-in SSL and CDN Network Security
Custom Copywriting 15 pages (Home, About Us, Bio, 12 Service/Industry Pages)
Automated Content Cluster SEO Articles (4 per month)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Review Collection and Management
Automated Social Media Posting
Custom AI-generated social media posting
(Coming Soon)
Google Business Profile
Apple Business Profile
On-Page Search Engine Optimization (SEO)
Custom AI-generated Blog Feed
Automated Blog Feed
100+ Financial Calculators
3 Landing Pages + 3 Marketing Playbooks
SEO Monitoring & Reporting
(monthly)
Citation and Directory Listing Management
Client Upsell Funnels with White Papers
Marketing Concierge
Link Building Assistance

AI Powered Features

MAX AI (included with ClientHub)

This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.

Ai Agents

Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.

AI-Generated Audio Blog
AI-Generated Audio Client Notes
Deep Dive Firm Overview (Beta)
2,500,000 AI tokens per Month (4 characters per token)
Website Ai Smart Bot
Personalized Website Creator and Copywriter
AI Social Campaign Writer

Front Office Features

Client CRM
(1000 contacts)
Two-Factor Authentication Security
ClientHub + MAX Seats
(3 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
AI-Generated Custom Monthly Client Newsletter (Coming Soon)
Email Communication Library
eSign & KBA (150 per year)
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
Workflow Automation - 30 + Boards
Campaign Marketing Text Messages: 750 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.

PR & Thought Leadership Features

Monthly VIP Training Webcasts 
Social Media Video Scripts
Premier +
$500/mo
Save 10% when you pay annually
Buy Now

Web Visibility Features


2 Lightning-Fast Websites
(add-on website $150/month)
Built-in SSL and CDN Network Security
Custom Copywriting 20 pages (Home, About Us, Bio, 17 Service/Industry Pages)
Automated Content Cluster SEO Articles (8 per month)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Review Collection and Management
Automated Social Media Posting
Custom AI-generated Social Media Posting
(Coming Soon)
Google Business Profile
Apple Business Profile
On-Page Search Engine Optimization (SEO)
Custom AI Generated Blog Feed
Automated Blog Feed
100+ Financial Calculators
10 Landing Pages + 10 Marketing Playbooks
SEO Monitoring & Reporting
(monthly)
Citation and Directory Listing Management
Client Upsell Funnels with White Papers
Marketing Concierge
Link Building Assistance

AI Powered Features

MAX AI (included with ClientHub)

This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.

Ai Agents

Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.

AI-Generated Audio Blog
AI-Generated Audio Client Notes
Deep Dive Firm Overview (Beta)
5,000,000 AI tokens per Month (4 characters per token)
Website Ai Smart Bot
Personalized Website Creator and Copywriter
AI Social Campaign Writer

Front Office Features

Client CRM
(3000 contacts)
Two-Factor Authentication Security
ClientHub + MAX Seats
(10 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
AI-Generated Custom Monthly Client Newsletter (Coming Soon)
Email Communication Library
eSign & KBA (unlimited)
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
Workflow Automation - 30 + Boards
Campaign Marketing Text Messages: 1,000 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.

PR & Thought Leadership Features

Monthly VIP Training Webcasts 
Social Media Video Scripts

* Marketing Playbook: 26 posts per year

Customize your plan with optional add-ons.

Add-ons give you access to more features and the ability to create a connected client experience that matches your firm’s unique needs.

Contact
Blocks

$10 per 200/Monthly
$108 per 200/Annually

Add more contacts to your subscription

Additional Website

Starter: $50/Month
($540/Annually)

Grow, Premier, and Premier +: $150/Month
($1620/Annually)

Manage multiple websites under one platform

Additional Landing Pages

$25/Month
$270/Annually

Get additional websites
for different niches
and services

AI Tokens

1,000,000
(4 characters per token)
$50.00

Add more AI tokens to your everyday use

Additional
Email

$3/Month Each
$36/Annually Each

Add more emails to your  subscription

50 E-Sign Pack

$50/pack

Add more E-signatures to your subscription
Starter
GROW
Most Popular
PREMIER
Premier +
Starter
$1620/year
Price shown reflects the 10% discounted rate.
Buy Now

Web Visibility Features

1 Lightning-Fast Website
(add on website $50/month)
Built-in SSL and CDN Network Security
Review Collection and Management
Automated Social Media Posting
Google Business Profile
On-Page Search Engine Optimization (SEO)
Automated Blog Feed
100+ Financial Calculators
Apple Business Profile
Custom Copywriting Pages
Automated Content Cluster SEO Articles
(Coming Soon)
Custom AI-Generated Social Media Posting
(Coming Soon)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Custom AI-generated Blog Feed
(Coming Soon)
Landing Pages
SEO Monitoring & Reporting (Not Included)
Citation and Directory Listing Management
Client Upsell Funnels with White Papers
Marketing Concierge
Link Building Assistance

AI Powered Features

MAX AI (included with ClientHub)

This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.

AI-Generated Audio Blog  
AI-Generated Audio Client Notes  
250,000 AI Tokens per Month (4 Characters per Token)  
Personalized Website Creator and Copywriter
Access to Template Prompt Library
Ai Agents
Website Ai Smart Bot
Deep Dive Firm Overview (Beta)
AI Social Campaign Writer

Front Office Features

Client CRM
(100 contacts)
Two-Factor Authentication Security
ClientHub + MAX Seats
(1 user)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
Email Communication Library
eSign & KBA (10 per year)
Engagement Agreements
Campaign Marketing Text Messages: 250 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Intake Forms
Client Questionnaires
To-Do Lists
Workflow Automation - 30 + Boards

PR & Thought Leadership Features

Monthly VIP Training Webcasts 
Social Media Video Scripts
GROW
$2160/year
Price shown reflects the 10% discounted rate.
Buy Now

Web Visibility Features

1 Lightning-Fast Website
(add on website $150/month)
Built-in SSL and CDN Network Security
Custom Copywriting 10 Pages (Home, About Us, Bio, 7 Service Pages)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Review Collection and Management
Automated Social Media Posting
Custom AI-Generated Social Media Posting (Coming Soon)
Google Business Profile
On-page Search Engine Optimization (SEO)
Custom AI-Generated Blog Feed
Automated Blog Feed
100+ Financial Calculators
1 Landing Page + 1 Marketing Playbook
SEO Monitoring & Reporting (quarterly)
Citation and Directory Listing Management
Link Building Assistance
Apple Business Profile
Client Upsell Funnels with White Papers
Automated Content Cluster SEO Articles
Marketing Concierge

AI Powered Features

MAX AI (included with ClientHub)

This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.

Ai Agents

Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.

AI-Generated Audio Blog
AI-Generated Audio Client Notes
1,000,000 AI Tokens per Month (4 Characters per Token)
Website Ai Smart Bot
Personalized Website Creator and Copywriter
AI Social Campaign Writer
Deep Dive Firm Overview (Beta)

Front Office Features

Client CRM
(300 contacts)
Two-Factor Authentication Security
ClientHub + MAX Seats
(2 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
AI-Generated Custom Monthly Client Newsletter (Coming Soon)
Email Communication Library
eSign & KBA (50 per year)
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
Campaign Marketing Text Messages: 500 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.
Workflow Automation - 30 + Boards

PR & Thought Leadership Features

Monthly VIP Training Webcasts 
Social Media Video Scripts
Most Popular
PREMIER
$3240/year
Price shown reflects the 10% discounted rate.
Buy Now

Web Visibility Features

1 Lightning-Fast Website
(add on website $150/month)
Built-in SSL and CDN Network Security
Custom Copywriting 15 Pages (Home, About Us, Bio, 12 Service/Industry Pages)
Automated Content Cluster SEO Articles (4 per month)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Review Collection and Management
Automated Social Media Posting
Custom AI-Generated Social Media Posting (Coming Soon)
Google Business Profile
Apple Business Profile
On-page Search Engine Optimization (SEO)
Custom AI-Generated Blog Feed
Automated Blog Feed
100+ Financial Calculators
3 Landing Pages + 3 Marketing Playbooks
SEO Monitoring & Reporting (monthly)
Citation and Directory Listing Management
Client Upsell Funnels with White Papers
Marketing Concierge
Link Building Assistance

AI Powered Features

MAX AI (included with ClientHub)

This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.

Ai Agents

Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.

AI-Generated Audio Blog
AI-Generated Audio Client Notes
Deep Dive Firm Overview (Beta)
2,500,000 AI tokens per Month (4 characters per token)
Website Ai Smart Bot
Personalized Website Creator and Copywriter
AI Social Campaign Writer

Front Office Features

Client CRM
(1000 contacts)
Two-Factor Authentication Security
ClientHub + MAX Seats
(3 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
AI-Generated Custom Monthly Client Newsletter (Coming Soon)
Email Communication Library
eSign & KBA (150 per year)
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
Workflow Automation - 30 + Boards
Campaign Marketing Text Messages: 750 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.

PR & Thought Leadership Features

Monthly VIP training webcasts 
Social Media Video Scripts
PREMIER +
$5400/year
Price shown reflects the 10% discounted rate.
Buy Now

Web Visibility Features

2 Lightning-Fast Websites
(add on website $150/month)
Built-in SSL and CDN Network Security
Custom Copywriting 20 Pages (Home, About Us, Bio, 17 Service/Industry Pages)
Automated Content Cluster SEO Articles (8 per month)
Marketing Playbooks – Fuel growth with done-for-you industry and upsell campaigns.* (coming soon)
Review Collection and Management
Automated Social Media Posting
Custom AI-Generated Social Media Posting (Coming Soon)
Google Business Profile
Apple Business Profile
On-page Search Engine Optimization (SEO)
Custom AI-Generated Blog Feed
Automated Blog Feed
100+ Financial Calculators
10 Landing Pages + 10 Marketing Playbooks
SEO Monitoring & Reporting (monthly)
Citation and Directory Listing Management
Client Upsell Funnels with White Papers
Marketing Concierge
Link Building Assistance

AI Powered Features

MAX AI (included with ClientHub)

This intelligent AI engine creates targeted, SEO-optimized content, handles tax research, personalized client communications, streamlined workflows, and much more to significantly reduce your workload.

Ai Agents

Create individualized tax plans, income statement maximization reports, business entity selection analyses, and more with our turnkey Ai Agents. These tools can be monetized or used as effective lead magnets to attract new clients.

AI-Generated Audio Blog
AI-Generated Audio Client Notes
Deep Dive Firm Overview (Beta)
5,000,000 AI Tokens per Month (4 characters per token)
Website Ai Smart Bot
Personalized Website Creator and Copywriter
AI Social Campaign Writer

Front Office Features

Client CRM
(3000 contacts)
Two-Factor Authentication Security
ClientHub + MAX Seats
(10 users)
Leads & Nurture Campaigns
Online Scheduling
Video Meetings
Time Tracking & Billing

Client Experience Features

Secure Document Sharing
Secure Chat
Monthly Client Newsletter
AI-Generated Custom Monthly Client Newsletter (Coming Soon)
Email Communication Library
eSign & KBA (unlimited)
Proposals & Payments
(Processing rate 2.9% AMEX, Visa, MC, Discover plus $.25 per payout)
Engagement Agreements
Intake Forms
Client Questionnaires
To-Do Lists
Workflow Automation - 30 + Boards
Campaign Marketing Text Messages: 1,000 monthly messages
$0.015 per additional message. Each 160 characters count as one text. Longer messages will be billed as multiple texts.

PR & Thought Leadership Features

Monthly VIP Training Webcasts 
Social Media Video Scripts

* Marketing Playbook: 26 posts per year

Customize your plan with optional add-ons.

Add-ons give you access to more features and the ability to create a connected client experience that matches your firm’s unique needs.

Contact
Blocks

$10 per 200/Monthly
$108 per 200/Annually

Add more contacts to your subscription

Additional Website

Starter: $50/Month
($540/Annually)

Grow, Premier, and Premier +: $150/Month
($1620/Annually)

Manage multiple websites under one platform

Additional Landing Pages

$25/Month
$270/Annually

Get additional websites
for different niches
and services

AI Tokens

1,000,000
(4 characters per token)
$50.00

Add more domains to your subscription

Additional
Email

$3/Month Each
$36/Annually Each

Add more emails to your  subscription

50 E-Sign Pack

$50/pack

Add more E-signatures to your subscription

Rank in the AI Age with CountingWorks PRO

Talk to a human
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.
  • ...

2. Manage Quarterly Estimated Tax Payments
...

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