Succentrix Business Advisors

At CountingWorks, we understand the challenges faced by independent tax and accounting professionals. To help them excel at every step of a client's journey, we have created an all-in-one marketing and automation system that simplifies client discovery, onboarding, and retention. Our system, CountingWorks PRO, is designed to help professionals like you grow their practices without the hassle of managing multiple marketing, automation, and client management tools.

Our team is dedicated to providing top-notch services that cater to the unique needs of tax and accounting firms. We believe in the power of technology to streamline processes, enhance client satisfaction, and boost your bottom line. Our platform is designed to help you manage your workflow efficiently, automate repetitive tasks, and provide exceptional client service that keeps clients coming back for more.

Our Services

Our platform offers a wide range of services designed to help you grow your practice. These 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 & Upsell Campaigns: 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 AI Co-Pilot, the most up-to-date and accurate AI assistant for the tax industry.
• Lead Funnels: Build lead funnels with niche landing pages designed for conversion.
• Client Intake: Make the client intake process simple with a built-in appointment scheduler, engagement letter builder, and more.
• Automated Workflows: Never lose track of a task with an automated workflow system to keep your entire team organized.
• CRM & ClientHub: All-in-one Client Hub system lets you manage workflows, communicate with clients, and more.
• Social Media & Reputation Management: Automated social posts keep your profiles active and integrated reputation management lets you see reviews in real-time.

How We Help Practices Grow

At CountingWorks, we are committed to helping independent tax and accounting professionals achieve success. Our platform is designed to help you:

• Modernize: Update your practice with a secure intake process that you and your clients can do from anywhere.
• Automate: Automate your workflow with our proprietary AI system, like having extra staff members without paying extra salaries.

By providing you with the tools you need to manage your practice efficiently, we help you focus on what matters most - your clients. With CountingWorks PRO, you can:

• Increase Client Engagement: Keep your clients informed and engaged with automated workflows and marketing campaigns.
• Reduce Overhead: Automate repetitive tasks and reduce the need for additional staff.
• Boost Revenue: Increase revenue with upsell packages and improved client retention.

Join the Revolution

Top practices rely on CountingWorks to help them grow their businesses. Join the revolution today and discover how our all-in-one marketing and automation system can help you achieve more with less effort. Get a demo and start growing your firm today.