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CountingWorks has proven to be a valuable tool for accounting professionals, addressing several key use cases based on user experiences. …
Starting at $29.95 per month
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What is CountingWorks?
CountingWorks PRO is an AI-powered platform offered by CountingWorks PRO that aims to assist tax and accounting firms in building their brand, attracting and retaining clients, streamlining client communication, and potentially increasing revenue. According to the vendor, the platform provides a range...
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Basic
$29.95
Cloud
per month
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Details
- About
- Tech Details
What is CountingWorks?
CountingWorks PRO is an AI-powered platform offered by CountingWorks PRO that aims to assist tax and accounting firms in building their brand, attracting and retaining clients, streamlining client communication, and potentially increasing revenue. According to the vendor, the platform provides a range of tools and features to optimize websites, manage marketing campaigns, automate client communication, and more.
Key Features
Build your firm's reputation: According to the vendor, users can create an optimized website to attract and retain clients, manage online visibility, utilize review management tools, and access marketing tools to compete with larger corporations.
Serve your clients with ease: The vendor claims that users can save time with seamless digital communication through a secure IRS-compliant portal, manage clients in a frictionless end-to-end ClientHub, access tools and integrations for establishing an online presence, and automate digital marketing campaigns.
Put your growth on autopilot: The vendor states that users can customize their website and automate digital marketing campaigns to potentially enhance revenue generation, target client marketing campaigns to expand margins and potentially increase revenue, provide a personalized digital experience with a branded ClientHub, and manage the entire client relationship digitally in one place.
All-in-one and user-friendly interface: According to the vendor, users can manage marketing, onboarding, client communication, and more in a single user-friendly interface, use an intuitive interface for easy execution of their vision, establish thought leadership and potentially outrank competitors with AI, content, and PR tools, and access tools and resources to potentially save time and increase efficiency.
Web Presence: The vendor claims that users can upgrade their tax and accounting website with personalized design and compelling calls to action, get expertly crafted and well-researched blog content, amplify their expertise and reach through exposure on industry-leading community platforms, and streamline client communication with automated email newsletters, social media posting, and client marketing campaigns.
Increase Revenue: According to the vendor, users can keep clients engaged and potentially increase revenue with automated client marketing campaigns, use landing pages to connect with their target audience and capture leads, increase exposure and attract more clients with social media posting and an optimized Google Business Profile, and leverage search engine optimization (SEO) strategies to potentially improve online rankings and visibility.
Streamline Communication: The vendor states that users can simplify client communication with secure and private chat, appointment scheduling, and video meetings, collaborate and share documents with clients through a centralized document sharing platform, provide a branded client portal for a personalized digital experience, and automate payment collection and engagement letters to streamline client onboarding.
Lead Nurturing: According to the vendor, users can develop trust and reinforce relationships with prospects through effective lead nurturing campaigns, create and manage landing pages to capture leads and potentially drive conversions, increase client engagement and upsell opportunities with client campaigns and automated client communication, and showcase expertise and positive reviews on marketplace sites to potentially build trust with prospects.
Complimentary Website Updates and Training: The vendor claims that users can save time and effort with complimentary website updates and maintenance, access a team of website designers for efficient changes, receive regular updates of fresh blog and video content on their website, and consolidate analytics, reporting, newsletters, blogging, and social media management in one integrated platform.
ClientHub: According to the vendor, CountingWorks PRO's ClientHub allows accounting and tax professionals to digitize their workflows from start to finish. It enables professionals to use professional proposals to effectively communicate value and potentially receive upfront payments. Users can create a positive impression with professional proposals, customize proposals per client, and offer transparent packages. It also enables users to trigger eSign engagement letters once payment is received and create and customize their own fee calculator.
CountingWorks Features
- Supported: Campaign Management
- Supported: Content Management
- Supported: Customizable Branding
- Supported: Customizable Templates
- Supported: Drag & Drop
- Supported: Multi-Channel Campaigns
- Supported: Publish Scheduling
- Supported: Reporting & Statistics
- Supported: SEO Management
- Supported: Social Media Integration
- Supported: Workflow Management
CountingWorks Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Web-Based, Android, iPhone, iPad |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
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CountingWorks has proven to be a valuable tool for accounting professionals, addressing several key use cases based on user experiences. Users have praised the easy accessibility and helpfulness of customer support, allowing them to quickly resolve any issues or questions that arise. The platform generates a significant amount of content, which users appreciate as it saves them time and effort in creating materials for their clients.
While some users have encountered difficulties in getting their questions answered or issues resolved, overall, CountingWorks has been useful in streamlining various tasks and processes. Many users have found that the all-in-one nature of the platform eliminates the need to use multiple programs, enabling them to focus more on their clients' needs rather than technicalities. The secure portal provided by CountingWorks allows for seamless document exchange between users and clients, enhancing collaboration and privacy.
Another important use case of CountingWorks is its ability to handle email, website, and social media management. Users have appreciated how the platform takes care of resolving issues with these communication channels such as email, website, Facebook, and Twitter. This feature allows accountants to maintain a professional online presence without having to invest too much time or effort.
Especially during the pandemic, CountingWorks has provided an easy option for sending related emails to clients. This functionality has been highly valued by users as it allows them to stay connected with their clients and provide necessary updates without any hassle.
Despite some reported issues with multiple client profiles and message notifications, electronic signatures, backend discrepancies, and Trello connectivity, CountingWorks still offers significant benefits and convenience for accounting professionals. Its all-encompassing nature provides numerous features that streamline accounting processes and help professionals better serve their clients.
Ease of Use and Setup: Reviewers have consistently found CountingWorks to be easy to use and set up, making it simple for them to manage their business. Several users have mentioned the user-friendly interface and straightforward deployment process.
Comprehensive Services: Users appreciate that CountingWorks provides a comprehensive range of services, including monthly newsletters, social media postings, website management, and an appointment calendar for clients. Many reviewers consider it a complete package with valuable information for their clients.
Automation and Integration: CountingWorks offers automation features that allow users to streamline their marketing efforts. The integration with Trello has been particularly praised by reviewers as it enables seamless task tracking throughout the office. Some users have also highlighted the convenience of the bulk email feature in creating and scheduling emails according to their desired timing.
Scheduling and Communication Issues: Some users have experienced difficulties with scheduling, lead notifications, and messages in CountingWorks. They have found that the time it takes to scroll through messages is longer than expected, which can be frustrating when trying to stay organized and responsive.
Buggy Software: Several users have reported encountering numerous bugs while using CountingWorks. These issues range from minor glitches to more significant problems throughout the software. This can disrupt workflow and hinder productivity for those relying on a smooth user experience.
Automatic Addition of Clients: The automatic addition of clients by ClientWhys when contacted through the website has been seen as a drawback by some users. They feel that this feature increases their client list without their control, ultimately affecting their monthly billing. This lack of autonomy over client management can be an inconvenience for these users.