CountingWorks PRO is an AI-driven platform designed for tax and accounting firms to transform advisory services from reactive to proactive. By automating educational content, nurturing client awareness, and orchestrating lifecycle-driven campaigns, firms can sell advisory at scale, reduce sales friction, and focus on high-value advisory work.
The platform includes features like automated content creation, client segmentation, AI-powered insights, and integrated workflows that align with firm-specific goals.
AI-driven advisory education and automation
Lifecycle-driven client nurturing
Integration of marketing, onboarding, and communication workflows
Services
Advisory Through Content & Positioning
Publishes educational blog content automatically, creates advisory-focused FAQs, and reinforces expertise through newsletters and social posts.
How does CountingWorks PRO help firms sell advisory services at scale? +
CountingWorks PRO automates educational content, nurtures client awareness, and orchestrates lifecycle-driven campaigns to sell advisory services consistently and at scale.
What is the role of the AI Insights Engine in the platform? +
The AI Insights Engine reviews tax returns and documents to highlight patterns, gaps, and opportunities, providing advisors with actionable insights.
Can CountingWorks PRO integrate with existing firm workflows? +
Yes, CountingWorks PRO connects marketing, onboarding, communication, and client workflows into a single system designed for tax and accounting firms.
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