CountingWorks PRO
countingworkspro.comBuild Difficulty: 5/5
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Features
27 features across 24 categories
AI(2)
Your firm's 24/7 virtual assistant
AI assistant trained on tax code that writes blogs, emails, responses, and social posts with human-curated insights
Automation(2)
Fully automated workflows from proposal to payment at scale
Automated marketing and client management playbooks that run without manual intervention
CRM(1)
Centralized dashboard for all client messages, documents, and tasks with shared team view, automation triggers, built-in eSignature, file sharing, and payment capture
Client Portal(1)
Client portal for secure communication, document sharing, and task management
Communication(1)
Making client communication personal and efficient
Content(1)
AI-powered with human-verified content creation for blogs, emails, and social posts
Content Marketing(1)
Integrated blog and SEO optimization across platforms
Design & Branding(1)
Custom brand narrative and website design created by dedicated creative team
Email Marketing(1)
Automated email campaigns integrated with other marketing tools
Growth(1)
Automated triggers for upsells, client reviews collection, and referral generation
Implementation(1)
Handling of database migration and system configuration
Integrations(1)
Visibility and SEO boost through the TaxBuzz ecosystem for trusted advisors
Marketing Automation(2)
Lead generation, upsells, and referrals triggered automatically without manual effort across email, blog, and social media campaigns
Automated playbooks that upsell advisory, payroll, and more services at the right time to the right clients with easy follow-ups and scheduling
Onboarding(1)
Structured onboarding process with dedicated team (Chief Visibility Officer, Copywriter, Customer Success) to understand firm and goals
Onboarding & Intake(1)
Custom intake forms with smart routing that triggers proposals, letters, and first tasks with one-click approval and auto-file upload for clients
Payments(1)
ACH and card payment capture directly in the platform
Proposals & Payments(1)
Send polished proposals in minutes, auto-generate engagement letters, and capture ACH or card payments instantly
Reputation Management(1)
Auto-send review requests after key milestones, integrate social proof into your site, and boost search visibility through TaxBuzz profile
SEO(1)
Built-in SEO and AI optimization baked into website and content
Security(1)
Secure file sharing within the client portal
Signatures(1)
Built-in electronic signature capture for proposals and engagement letters
Website & Branding(1)
Custom websites with branded copy that stands out from competitors, built for SEO and AI-powered search engines, mobile-ready and designed to convert
Workflow(1)
Smarter, secure way to handle client approvals in one login with zero confusion
Pricing
Starter
- ✓Custom messaging
- ✓Built-in automation
- ✓Tax & accounting focus
- ✓Fast setup
- ✓SEO & AI optimization
- ✓AI + human content creation
Grow
- ✓Custom messaging
- ✓Built-in automation
- ✓Tax & accounting focus
- ✓Fast setup
- ✓SEO & AI optimization
- ✓AI + human content creation
- ✓Additional marketing features
- ✓Enhanced automation
Premier
Popular- ✓Custom messaging
- ✓Built-in automation
- ✓Tax & accounting focus
- ✓Fast setup
- ✓SEO & AI optimization
- ✓AI + human content creation
- ✓Content leadership tools
- ✓Visibility features
- ✓Retention marketing
- ✓Advisory scaling tools
Premier +
- ✓All Premier features
- ✓Custom solutions
- ✓Multi-office support
- ✓Compliance features
- ✓Dedicated support
- ✓Scalability for larger teams
Cost Calculator
Keep Paying CountingWorks PRO
Build It Yourself
Total Cost Comparison
DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 27 features at very easy complexity.
Build vs Buy
Should you build a CountingWorks PRO alternative or buy the subscription? Estimate based on 27 features.
Buy CountingWorks PRO
Build Your Own
Better ValueBuilding could save ~$35,520 over 3 years.
Estimates based on 27 features and a BuildScore of 5/5. Actual costs vary.
Integrations
2 known integrations