Choosing the right CountingWorks PRO plan

Getting started with Scale

Welcome to CountingWorks PRO! Thanks for joining us and here’s your Scale guide.

  • A draft of your new website. No cookie-cutter templates here: this website is uniquely branded for your practice.

  • Add clients to your account. See how you can utilize the CountingWorks PRO portal to securely share files with clients, send newsletters, and much more.

  • Access to the CountingWorks PRO Marketing Library. Engaging, informative, done-for-you content like articles, videos, and more,

  • Two-Way HD Video Meetings. Our technology is built to deliver crystal-clear, high-definition video connections, providing an in-person experience with contactless technology.

  • Manage your CountingWorks and TaxBuzz marketplace profiles. Ask us if you do not see tabs for these in your account.

  • Help & technical support. Have questions? Reach out anytime. Use our chat feature in the bottom right-hand corner of your portal account or email us at