Getting Started with CountingWorks PRO
CountingWorks PRO 3.0
CountingWorks Learning Center
- Automated Newsletter
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Portal Client View
TaxBuzz / CountingWorks
Rackspace Email Set Up
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.