CountingWorks PRO

CountingWorks PRO is a software and marketing platform built for tax and accounting firms. Its client portal, ClientHub, brings messages, documents, requests and reminders into one connected space, while MAX Intelligence reviews a firm's client base and flags items such as overlooked tax planning, stalled proposals and clients who need follow-up. The company also helps accounting firms with brand positioning, website work and search and AI visibility so the right clients can find them. Firms can start with a free Future-Ready Firm Blueprint that returns practical recommendations. Demos and pricing questions go to the sales team, and existing customers use the help center or email for support. The sales and support lines are staffed Monday through Friday, Pacific time.