Home / Marketing, Websites & Lead Generation for Firms
CountingWorks PRO
Website, marketing automation, lead capture, CRM and client-hub platform for tax and accounting firms, run on its MAX AI layer.
| What the AI does | MAX AI layer: MAX Practice Intelligence, MAX Marketing Autopilot, MAX Automations; AI Workflows and AI Skills (Client Reply Drafting, Document Chase, Proposal Follow-Up, Review Request Workflow) |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Bookkeeping practices, Tax offices, CAS practices |
| Starting price | $150/mo |
| Pricing model | Per month flat |
| Free trial | Not stated on the vendor site |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Marketing, Websites & Lead Generation for Firms |
| Also fits | Client Communication, Portals & AI Receptionists |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
CountingWorks PRO is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms, bookkeeping practices, tax offices and CAS practices on its own site. The job it gets hired for: getting the firm found, keeping clients informed and turning website visitors into enquiries. It also fits the Client Communication, Portals & AI Receptionists category.
What it costs
CountingWorks PRO starts at $150/mo, per month flat. Ask the vendor about a trial when you reach out.
Good to know
CountingWorks PRO, formerly ClientWhys, is a marketing and client platform built only for tax and accounting practices: website, campaigns, lead capture, CRM, proposals and payments, and a client hub, all run on its MAX AI layer (Practice Intelligence, Marketing Autopilot and Automations) with AI Skills such as client reply drafting, document chase and review requests. Starter is $150/mo with one website, two users and 1,000 contacts; Grow $200, Premier $300 and Premier Plus $500 add users, contacts and MAX credits, with 10% off annually. A Marketing Concierge adds human strategy. Sales run through a demo.
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