---
title: How do I choose the right CountingWorks PRO plan?
description: Choosing the right plan is the most important step in setting up your marketing automation. Our goal is to ensure your marketing aligns with your business objectives, so we’ve outlined our different p
---

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1. [Help Center](https://help.countingworkspro.com/?hsLang=en)
2. [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en)
3. [Choosing the right CountingWorks PRO plan](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#choosing-the-right-countingworks-pro-plan)

# How do I choose the right CountingWorks PRO plan?

- Choosing the right plan is the most important step in setting up your marketing automation. Our goal is to ensure your marketing aligns with your business objectives, so we’ve outlined our different packages for you below:
  
    - Our Scale package personalizes your digital presence with a SEO-dominating website, done-for-you blog content, video meetings, and much more. You’ll be thrilled to see how affordable this high-value package is in comparison to other options on the market.
    - Spotlight is all about attracting attention for your practice with a SEO-dominating holistic online presence that Google will love. Attract more prospects and convert them to leads while giving your current client base an outstanding experience.
    - Our Premier package is perfect for firms who are looking to grow their practice significantly. Escalate your practice with our all-in-one solution for digital excellence. From your website to SEO to CRM to eSign, we check all the boxes of an outstanding lead pipeline and client experience so you can focus on the tax and accounting work that matters.

- [Getting Started with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#main-content)

    - [Signing up with CountingWorks PRO](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#signing-up-with-countingworks-pro)
    - [Choosing the right CountingWorks PRO plan](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#choosing-the-right-countingworks-pro-plan)
    - [CountingWorks PRO Pricing](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-pricing)
    - [Building my Website](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#building-my-website)
    - [CountingWorks PRO Onboarding Process](https://help.countingworkspro.com/getting-started-with-countingworks-pro?hsLang=en#countingworks-pro-onboarding-process)
- [CountingWorks PRO 3.0](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#main-content)

    - [General](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#general)
    - [MAX AI](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#max-ai)
    - [Website](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#website)
    - [Reviews](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#reviews)
    - [PracticeBot](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#practicebot)
    - [Social Media](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#social-media)
    - [Leads](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#leads)
    - [Subscriber Lists](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#subscriber-lists)
    - [Newsletters](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#newsletters)
    - [Campaigns](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#campaigns)
    - [ClientHub](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#clienthub)
    - [Appointments](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#appointments)
    - [Manage Team](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#manage-team)
    - [AI Agents](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#ai-agents)
    - [Client View](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#client-view)
    - [Marketing Library](https://help.countingworkspro.com/countingworks-pro-3-0?hsLang=en#marketing-library)
- [Portal 2.0](https://help.countingworkspro.com/portal-2-0?hsLang=en#main-content)

    - [Getting Started](https://help.countingworkspro.com/portal-2-0?hsLang=en#getting-started)
    - [Messages](https://help.countingworkspro.com/portal-2-0?hsLang=en#messages)
    - [TeleAccountant](https://help.countingworkspro.com/portal-2-0?hsLang=en#teleaccountant)
    - [Clients](https://help.countingworkspro.com/portal-2-0?hsLang=en#clients)
    - [Social Media](https://help.countingworkspro.com/portal-2-0?hsLang=en#social-media)
    - [Communications](https://help.countingworkspro.com/portal-2-0?hsLang=en#communications)
    - [Leads](https://help.countingworkspro.com/portal-2-0?hsLang=en#leads)
    - [Admin Users and Roles](https://help.countingworkspro.com/portal-2-0?hsLang=en#admin-users-and-roles)
    - [Website](https://help.countingworkspro.com/portal-2-0?hsLang=en#website)
    - [eSign](https://help.countingworkspro.com/portal-2-0?hsLang=en#esign)
    - [Marketing Library](https://help.countingworkspro.com/portal-2-0?hsLang=en#marketing-library)
    - [Appointment Scheduler](https://help.countingworkspro.com/portal-2-0?hsLang=en#appointment-scheduler)
    - [Trello](https://help.countingworkspro.com/portal-2-0?hsLang=en#trello)
    - [Blog Content](https://help.countingworkspro.com/portal-2-0?hsLang=en#blog-content)
    - [Email Notifications](https://help.countingworkspro.com/portal-2-0?hsLang=en#email-notifications)
    - [Marketplace](https://help.countingworkspro.com/portal-2-0?hsLang=en#marketplace)
    - [Cancellation](https://help.countingworkspro.com/portal-2-0?hsLang=en#cancellation)
    - [Miscellaneous Issues](https://help.countingworkspro.com/portal-2-0?hsLang=en#miscellaneous-issues)
    - [Portal Client View](https://help.countingworkspro.com/portal-2-0?hsLang=en#portal-client-view)
    - [2.0 System Performance](https://help.countingworkspro.com/portal-2-0?hsLang=en#2-0-system-performance)
- [CountingWorks Learning Center](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#main-content)

    - [Virtual Tax Update & Review Conference](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#virtual-tax-update-review-conference)
    - [How do I take a course?](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#how-do-i-take-a-course)
    - [Passwords and Settings](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#passwords-and-settings)
    - [General Information](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#general-information)
    - [ClientWhys Connect Tax Forum](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#clientwhys-connect-tax-forum)
    - [Big Book of Taxes](https://help.countingworkspro.com/countingworks-learning-center?hsLang=en#big-book-of-taxes)
- [Green Portal](https://help.countingworkspro.com/green-portal?hsLang=en#main-content)

    - [Automated Newsletter](https://help.countingworkspro.com/green-portal?hsLang=en#automated-newsletter)
    - [eSign](https://help.countingworkspro.com/green-portal?hsLang=en#esign)
    - [Online Appointments & Reminders](https://help.countingworkspro.com/green-portal?hsLang=en#online-appointments-reminders)
    - [Client Management](https://help.countingworkspro.com/green-portal?hsLang=en#client-management)
    - [Improve Your Presence](https://help.countingworkspro.com/green-portal?hsLang=en#improve-your-presence)
    - [Message Center](https://help.countingworkspro.com/green-portal?hsLang=en#message-center)
    - [Professional View Portal](https://help.countingworkspro.com/green-portal?hsLang=en#professional-view-portal)
    - [Tips & Tricks](https://help.countingworkspro.com/green-portal?hsLang=en#tips-tricks)
    - [Domains](https://help.countingworkspro.com/green-portal?hsLang=en#domains)
    - [Website Editor Plugins](https://help.countingworkspro.com/green-portal?hsLang=en#website-editor-plugins)
    - [Website Editor](https://help.countingworkspro.com/green-portal?hsLang=en#website-editor)
    - [Social Media](https://help.countingworkspro.com/green-portal?hsLang=en#social-media)
    - [Admin Users and Roles](https://help.countingworkspro.com/green-portal?hsLang=en#admin-users-and-roles)
    - [Security](https://help.countingworkspro.com/green-portal?hsLang=en#security)
    - [Leads - Automated Lead Management](https://help.countingworkspro.com/green-portal?hsLang=en#leads-automated-lead-management)
    - [Communication - Special Announcements](https://help.countingworkspro.com/green-portal?hsLang=en#communication-special-announcements)
    - [Subscriber Management](https://help.countingworkspro.com/green-portal?hsLang=en#subscriber-management)
    - [Client Alerts](https://help.countingworkspro.com/green-portal?hsLang=en#client-alerts)
    - [Greetings](https://help.countingworkspro.com/green-portal?hsLang=en#greetings)
    - [Portal Client View](https://help.countingworkspro.com/green-portal?hsLang=en#portal-client-view)
- [TaxBuzz / CountingWorks](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#main-content)

    - [TaxBuzz Ai](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#taxbuzz-ai)
    - [Tools](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#tools)
    - [Section Heading](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#section-heading)
    - [Update Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#update-your-listing)
    - [Claim Your Listing](https://help.countingworkspro.com/taxbuzz-countingworks?hsLang=en#claim-your-listing)
- [Rackspace Email Set Up](https://help.countingworkspro.com/rackspace-email-set-up?hsLang=en#main-content)

    - [Leaving Rackspace](https://help.countingworkspro.com/rackspace-email-set-up?hsLang=en#leaving-rackspace)
- [General](https://help.countingworkspro.com/general?hsLang=en#main-content)

    - [System Status](https://help.countingworkspro.com/general?hsLang=en#system-status)
    - [Announcements](https://help.countingworkspro.com/general?hsLang=en#announcements)
    - [Billing](https://help.countingworkspro.com/general?hsLang=en#billing)
    - [Managing My Account](https://help.countingworkspro.com/general?hsLang=en#managing-my-account)
    - [Domains](https://help.countingworkspro.com/general?hsLang=en#domains)
    - [Support and Technical Issues](https://help.countingworkspro.com/general?hsLang=en#support-and-technical-issues)
    - [Email Security and Spam Warnings](https://help.countingworkspro.com/general?hsLang=en#email-security-and-spam-warnings)
    - [ADA Compliance](https://help.countingworkspro.com/general?hsLang=en#ada-compliance)
- [ADP](https://help.countingworkspro.com/adp?hsLang=en#main-content)

    - [ADP Video Tutorials](https://help.countingworkspro.com/adp?hsLang=en#adp-video-tutorials)
    - [Profile and Settings](https://help.countingworkspro.com/adp?hsLang=en#profile-and-settings)
- [CW Employees](https://help.countingworkspro.com/cw-employees?hsLang=en#main-content)

    - [Account Basics](https://help.countingworkspro.com/cw-employees?hsLang=en#account-basics)
    - [Bugs](https://help.countingworkspro.com/cw-employees?hsLang=en#bugs)
    - [Website Launching](https://help.countingworkspro.com/cw-employees?hsLang=en#website-launching)

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