CountingWorks PRO
The #1 Marketing Automation Platform for Tax and Accounting Professionals.
Overview
CountingWorks PRO is a platform that combines marketing automation with practice management features for tax and accounting professionals. It helps firms attract new clients through websites, SEO, and content marketing, and then manage those clients with tools like a secure client portal, appointment scheduling, and billing. The platform is designed to be an all-in-one solution for growing and managing a modern firm.
✨ Key Features
- Marketing Websites and SEO
- Content Marketing (Blogs, Newsletters)
- Client Portal
- Appointment Scheduling
- Billing and Payments
- Reputation Management
🎯 Key Differentiators
- Combines marketing automation with practice management.
- Specialized focus on the tax and accounting industry.
- Provides ready-to-use content for marketing.
Unique Value: Provides a single platform to both attract and serve clients, integrating the marketing and operational sides of running a practice.
🎯 Use Cases (4)
✅ Best For
- Building a professional web presence to attract new clients.
- Using automated newsletters and social media posts to stay top-of-mind.
- Combining marketing and client management in a single system.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that only need internal workflow or task management.
- Users who already have a strong marketing system and just need practice management.
🏆 Alternatives
Offers industry-specific marketing tools that generic website builders lack, and marketing features that most pure practice management systems don't have.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
Free tier: N/A
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