Choose the plan that fits your firm today. Every plan includes MAX Skills and Automations, giving you AI-powered tools to find opportunities, automate work, and grow your practice.
Start with included MAX credits and scale as your needs grow.
Plans unlock software. Credits power MAX. Add-ons support growth.
The plan ladder
More visibility. More automation. More intelligence. More support.
Starter
Launch Your Modern Firm
Grow
Automate and Scale
Premier
Automated Growth Engine
Premier Plus
Advisory-First Growth Platform
Not sure which plan fits? Start with your Blueprint.
Every CountingWorks PRO plan includes MAX Skills and Automations.
Use MAX to research, analyze, create content, identify opportunities, communicate with clients, and perform recurring work automatically.
MAX credits power the work. Each task consumes credits based on the AI activity required, so a quick summary generally uses fewer credits than a complex analysis involving hundreds of client records.
Your plan includes a monthly credit allocation, with additional credits available when you need them.
Credits are included
Every plan comes with monthly MAX credits you can use for Skills, Automations, and other supported AI activities.
Credits are used when MAX works
Simple tasks typically use fewer credits. More involved activities, such as reviewing large groups of clients, analyzing documents, or executing multistep automations, may use more. Scheduled automations consume credits when they execute, based on the work performed.
Add credits when you need them
Monitor your usage and add credit packs when your practice needs more capacity, without changing your entire plan.
The more work MAX performs, the more credits it may use. You're in control of how often it runs and the tasks you assign.
Your firm's AI-powered front office.
Website MAX turns your website and blog articles into an intelligent, conversational experience.
It answers questions about your firm's services, specialties, and expertise. It can explain educational content, help visitors determine whether your firm is the right fit, and guide interested prospects toward a consultation.
And with firm-approved MAX Knowledge, Website MAX can answer questions using information that doesn't necessarily appear on your website.
Your website becomes more than a place visitors read about your firm. It becomes a place where conversations begin.
Firm activity is not the same every month.
Tax season, onboarding pushes, advisory campaigns, prospecting, content creation, and follow-up can create heavier MAX usage. That is normal.
CountingWorks PRO is designed so firms can scale activity when they are getting more value from the platform.
Slow months
Use your included monthly credits for steady activity.
Busy months
Use more credits when workflows, campaigns, onboarding, prospecting, or content activity increases.
Top off when needed
Add credit packs when you need extra capacity, without changing the whole plan.
Start with your Future-Ready Firm Blueprint. We will help you see where your firm is clear, where your client-facing experience may be holding you back, and which plan best matches your goals.
Start with the plan that matches where your firm is today. Starter is for firms building a stronger foundation. Grow is for firms ready to improve visibility and lead growth. Premier is the recommended plan for a connected growth engine. Premier Plus is for firms that want the highest level of capacity, intelligence, automation, and strategic support.
Yes. MAX Automations are included with Starter, Grow, Premier, and Premier Plus. You can schedule recurring AI-powered tasks using everyday language. Running those automations consumes MAX credits based on the work performed.
MAX credits power AI-assisted activity inside CountingWorks PRO. Credits are used when MAX helps your firm create, analyze, draft, summarize, scan, automate, or move work forward through content, campaigns, AI Workflows, prospecting runs, advisory scans, and other MAX-powered tasks.
MAX credits are based on the AI work performed, not simply the number of automations you create.A simple summary generally requires fewer credits than a detailed analysis of hundreds of client records. Tasks involving more information, more steps, or more frequent execution can use additional credits.
Yes. When a scheduled automation runs and performs AI-powered work, it consumes MAX credits based on the activity involved.
The number of credits can vary depending on the scope and complexity of the task.
Monthly plan credits refresh each month and do not roll over. Annual customers receive rollover flexibility, allowing firms to build extra capacity ahead of busier periods. Rollover limits vary by plan and rollover credits expire after 90 days if unused.
Yes. You can add MAX credit packs when your firm needs extra capacity for campaigns, workflows, seasonal onboarding, prospecting, advisory scans, or content creation. Purchased credit packs roll over until used and expire 12 months after purchase.
You can manage usage by choosing which tasks MAX performs, how frequently automations run, and how many clients or records they evaluate. You can also add MAX credit packs when your firm needs more capacity.
Yes. CountingWorks PRO is designed so your firm can start where it is today and upgrade as your client-facing activity, team, contacts, credits, and growth goals expand.
Contacts include clients, prospects, leads, archived contacts, and imported marketing contacts. If your firm needs more contact capacity, you can add contact packs.
Yes. Start with your Future-Ready Firm Blueprint. It helps identify where your firm is clear, where the client-facing experience may be holding you back, and which plan best matches your goals.
Website MAX is an AI-powered front office for your firm's website and blog articles.
It can answer questions about your services, explain educational content, help visitors understand whether your firm is a good fit, and guide interested prospects toward a consultation.
It uses your published website content and approved MAX Knowledge to provide relevant answers.
Still deciding? The best way to see how CountingWorks PRO could support your firm is torequest your Future-Ready Firm Blueprint.
The right plan helps your firm attract better clients, onboard faster, communicate better, use MAX more strategically, and grow relationships with a more connected client-facing experience.
