Getting Started
      Back to home
      1. Help Center
      2. Portal 2.0
      3. Getting Started

      Your Guide to Migrating from Legacy to 3.0

      Why We're Retiring the Old Platform, What It Means for Your Firm, and How to Make a Seamless Transition Before December 31, 2025

      Change is never easy, especially when it involves the tools you’ve relied on day after day to run your firm. But as the digital landscape evolves—driven by stricter IRS requirements, AI-powered search, modern website standards, and automated content solutions—it’s no longer practical or secure to continue investing in the CountingWorks PRO legacy platform. 

      We know it’s hard to understand why we’re getting rid of a system you’ve come to know inside and out, and we haven’t taken this decision lightly. Here, we explain why we’re sunsetting the old system, outlines key dates, and show you how to transition seamlessly to our exciting, new CountingWorks PRO 3.0 platform.

      1. Why We’re Moving On

      Over the past several years, the demands placed on tax and accounting professionals have become more complex. To serve you better, our focus has shifted toward:

      • IRS Compliance: The IRS now enforces more rigorous security controls and reporting standards. Our new platform is fully aligned with the latest IRS requirements for data storage, encrypted communications, and audit trails, ensuring your practice stays compliant without manual workarounds.

      • AI-Powered Search & Website Standards: Cookie-cutter websites don’t perform in today’s AI-driven search environment. CountingWorks PRO’s next-generation website builder and integrated AI search ensure that your firm will rank higher in modern search engines and offer prospective clients a more intuitive, relevant experience.

      • AI & Presentation Automation: Manual report generation, proposal creation, and client presentations are time-consuming. Our new system uses AI to auto-generate engagement letters, visual tax summaries, and voice-over overviews of returns—so you can focus on advising clients instead of wrestling with repetitive tasks.

      • Custom Narratives: Differentiation starts with storytelling. The legacy platform never had the horsepower to tailor custom narratives for each firm or client segment. CountingWorks PRO’s AI-driven narrative engine delivers personalized marketing copy, blog content, and client communications that reflect your firm’s unique voice and value proposition. In short, we’re here to tell your story, and yours alone.

      The world has changed: most of the developers who built and maintained our legacy platform have since retired, and keeping that code secure, compliant, and up to date is no longer sustainable. To support the high standards your clients expect—and to give you the tools to compete in an AI-centric marketplace—you must migrate to CountingWorks PRO.

      2. End-of-Life Timeline

      • Deprecation Date: December 31, 2025
        As of this date, the legacy platform will be officially deprecated. We will no longer release security patches, feature updates, or performance enhancements for the old system.

      • Extended Access Through Tax Season 2026:
        Understanding that most firms operate on a January–April cycle, we will keep the legacy platform live (read-only for critical filings and data retrieval) through April 30, 2026. However, you will be using it entirely at your own risk, as no further support or maintenance will be provided.

      Important: After December 31, 2025, the legacy system may experience unexpected downtimes, performance degradation, or even security vulnerabilities (e.g., increased risk of DDoS and other attacks).

      3. What This Means for You

      1. No More New Features or Fixes:
        After the deprecation date, we’ll shift all resources to CountingWorks PRO. You should not expect any enhancements—even critical bug fixes—to the legacy platform.
      2. Security & Compliance Risks:
        • Data Breach Vulnerability: Without ongoing security patches, the platform becomes increasingly susceptible to cyberattacks or malware.
        • IRS Non-Compliance Risk: As IRS rules evolve, legacy workflows may fall out of alignment, leaving you exposed during an audit.
      1. Potential Performance Issues:
        • Servers running the old code may slow down or go offline unexpectedly.
        • Third-party integrations (e.g., payment gateways, tax-form providers) may deprecate their own APIs for older platforms, causing disruptions.
      1. Future Data Access:
        • You will retain read-only access to retrieve client records and archived files through April 30, 2026, but new data will not synchronize.
        • After April 30, 2026, we’ll provide an exported archive of your data, but you will no longer be able to log into the old system.

      4. Thank You for Your Loyalty

      We know how much time, effort, and trust you’ve invested in our legacy platform over the years. Your feedback, suggestions, and loyalty have helped shape every iteration. Although it’s hard to say goodbye to our legacy system, everyone on our team is deeply grateful for your partnership. We understand that adopting new software can feel disruptive, especially when your whole staff knows the old workflows backward and forward, but we’re committed to making this transition as smooth as possible.

      Many of our legacy clients have already made the transition and they’re loving the new system!


      I have been with CountingWorks for more years than I can remember. I have found that they are attentive to my needs and for me personally the customer service is outstanding.

      They are sincere and quite caring in seeing me be as successful as possible. Anyone looking for help grow there business should be talking to them and seriously considering using them.

      Steve Shapiro

       

      I started using CountingWorks PRO in 2020 when the pandemic forced my firm to go fully virtual, and I could not be happier with that decision. This platform has helped me scale my business tremendously, enhance my online presence, and boost my visibility on the web beyond what I ever imagined.

      The Client Portal is a game-changer—my clients love having one secure place to store documents, keep conversations organized, send reminders, assign tasks with due dates, e-sign documents, and more. It has streamlined our workflow and made communication effortless.

      A huge shoutout to Abel, Alex, and Patrick for their incredible support! Whether it’s tech guidance, troubleshooting, or implementing new features, they always go above and beyond. I’ve even requested specific features, and their team works tirelessly to improve and update the platform to meet the needs of their users.

      I also love the social media content, videos, due date reminders, and articles they provide—it keeps me relevant and allows me to offer valuable insights to my clients.

      There’s no way I could run my business without CountingWorks PRO. If you’re looking for a powerful solution to manage your firm, grow your online presence, and keep everything running smoothly, I highly recommend them!

      Nadia Maradiaga


      5. How to Get Started with the New Platform

      Migrating to CountingWorks PRO is straightforward, and our dedicated migration team will guide you through every step:

      1. Schedule Your Migration Call
        • Click [here] to book a 30-minute onboarding call. We’ll review your current setup, answer questions, and build a custom migration plan that fits your timeline—ideally before December 31, 2025.
      1. Data Transfer & Setup
        • We’ll securely extract your client data, documents, and engagement histories from the legacy system.
        • Our AI-driven import tools automatically map client profiles, workflows, and tax-form templates into the new platform.
      1. Personalized Training & Custom Narratives
        • Once your data is in place, we’ll configure your new website and AI search settings.
        • We’ll also help you craft custom firm narratives—headlines, blog post templates, email sequences, and social media copy—so you can hit the ground running.
      1. Go-Live & Continued Support
        • During your first 30 days on CountingWorks PRO, you’ll have dedicated access to our migration specialists and trainers.
        • Any questions or roadblocks during April 2026 will still be covered under our standard support policy, so you can wrap up the 2026 tax season with confidence.

      6. FAQs

      • Q: If I don’t migrate by December 31, 2025, can I still file critical extensions or retrieve data?
        A: Yes—but only in read-only mode and entirely at your own risk. We strongly recommend that all firms complete migration by December 31, 2025, to avoid any service disruptions.

      • Q: Will my pricing change when I move to the new platform?
        A: For current legacy customers, we are offering discounted pricing through April 30, 2026. Beyond that, standard CountingWorks PRO rates will apply. Detailed pricing will be reviewed during your migration call.

      • Q: Can I run the legacy platform in parallel with the new one for a short time?
        A: Yes. We encourage you to test both systems side by side. Our goal is to ensure you feel comfortable before fully committing to the new environment.

      • Q: What if I have custom reports or integrations built in the legacy platform?
        A: Our migration specialists will work with you to rebuild or replace custom workflows using CountingWorks PRO’s updated APIs and AI automation tools.

      7. Moving Forward—Together

      We don’t take your loyalty for granted. It’s thanks to firms like yours—trusting us with sensitive client information and complex tax workflows—that we’ve grown and innovated. We firmly believe that migrating to CountingWorks PRO isn’t just an upgrade; it’s a transformation.

      • You’ll gain peace of mind knowing your data is secure and IRS-compliant.
      • You’ll save dozens of hours each month through AI-powered search, presentation automation, and custom firm narratives.
      • You’ll enjoy a modern website that ranks better in AI-driven search engines and converts more visitors into new clients.

      Change is hard. We get that. But staying on an unsupported platform is riskier—both to your practice’s security and your ability to serve clients at the highest level. It’s time to move forward with the times.

      8. Next Steps & Call to Action

      1. Book Your Migration Call
        Schedule Migration Call with Our Team
        Don’t wait until the last minute. The sooner we begin, the smoother your transition will be.

      2. Explore CountingWorks PRO Features
        Visit our website to see a demo of AI search, presentation automation, and custom narrative tools in action.

      3. Contact Support with Questions
        If you have any concerns about data security, IRS compliance, or timeline specifics, please email help@countingworkspro.com or call 800-442-2477.

      Thank you again for your trust and partnership. We can’t wait to help you unlock the full potential of your firm with our next-generation platform.

      —
      The CountingWorks Team