Tax & Bookkeeping Solutions

At CountingWorks PRO, we understand the challenges that tax and accounting professionals face in managing their practices. That's why we've created an all-in-one solution designed to automate marketing, improve web presence, and save hours a day. Our platform is designed to help you grow your practice with specialized marketing, modernize your intake process, and automate your workflow.

How We Help Your Practice Grow

Our solution is designed to help you thrive in the competitive tax and accounting landscape. With our proprietary AI system, you can free up more time to focus on high-value tasks, while our marketing concierge service provides expert guidance to help you grow your practice. Our features include:

Marketing Concierge: Access to self-serve marketing tools and expert guidance when you need it.

21st-Century Website: A mobile-responsive tax and accounting website with basic local SEO built-in.

Client Retention & Upsells: Keep your clients for a lifetime with upsell packages designed to help you earn more with less work.

AI Co-Pilot: Save thousands of hours a year with our AI assistant, designed specifically for the tax industry.

Lead Funnels: Build lead funnels with niche landing pages designed for conversion.

Client Intake: Simplify the client intake process with a built-in appointment scheduler, engagement letter builder, and more.

Automated Workflows: Never lose track of a task with our automated workflow system to keep your entire team organized.

CRM & ClientHub: Manage workflows, communicate with clients, and more with our all-in-one client hub system.

Social & Reputation Management: Automated social posts keep your profiles active and integrated reputation management lets you see reviews in real-time.

Payments & Proposals: Create proposals and engagement letters using our AI-powered system, then accept client payments with our Stripe integration.

Success Stories

At CountingWorks PRO, we've helped numerous tax and accounting firms achieve success. Our clients have seen a significant increase in new website visitors, with one firm experiencing a 72% increase in the first 24 months. We've also helped firms increase page views by thousands, with one firm seeing a 19,321% increase.

Join the Revolution

Don't just grow your practice - revolutionize it. With CountingWorks PRO, you can achieve more with less effort. Join the thousands of tax and accounting professionals who have made the switch to our platform.