Is CountingWorks PRO an alternative to TaxDome?+
Yes. CountingWorks PRO is an option for tax and accounting firms evaluating client management, AI-powered assistance, automation, and integrated growth tools. The platforms have different strengths, so the best fit depends on your firm’s priorities and required workflows.
How does CountingWorks PRO pricing compare with TaxDome?+
TaxDome’s new model is based on active client accounts, while CountingWorks PRO offers subscription plans with included usage credits. Actual costs depend on your firm’s needs, usage, and selected services. A personalized comparison is the best way to evaluate your options.
Does CountingWorks PRO offer AI capabilities?+
Yes. MAX brings together AI-powered assistance, purpose-built skills, automations, and practice intelligence to help firms work more efficiently and recognize opportunities. Available capabilities depend on the product and configuration.
Can I migrate my client information from TaxDome?+
Some information may be transferable through supported export and import processes. The scope depends on your TaxDome data, the available ClientHub import capabilities, and your firm’s requirements. A migration assessment can help identify what is feasible.
Does CountingWorks PRO replace every TaxDome feature?+
Not necessarily. TaxDome has established workflow and document management capabilities, and the two platforms are not identical. We recommend evaluating your essential workflows and seeing a personalized demonstration before making a decision.