CountingWorks PRO
Accounting practice management software
Tax practice management software
Accounting & finance software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if CountingWorks PRO and its alternatives fit your requirements.
$150 per month
Free Trial
Free version unavailable
Small
Medium
Large
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What is CountingWorks PRO
CountingWorks PRO is a cloud-based practice management platform designed for accounting and tax firms to manage client relationships, workflow, documents, and billing in one system. It supports common firm operations such as client onboarding, task and deadline tracking, e-signature, and payment collection. The product is positioned for small to mid-sized firms that want an integrated portal and workflow layer around their accounting and tax services.
Client portal and e-signature
CountingWorks PRO provides a client-facing portal for exchanging documents and messages and collecting approvals. It includes e-signature capabilities to support common tax and engagement workflows. This reduces reliance on email attachments and separate signing tools for routine client interactions.
Workflow and task tracking
The platform includes workflow features for assigning work, tracking task status, and managing deadlines across engagements. Firms can use it to standardize recurring processes such as tax return preparation and monthly bookkeeping. This aligns with core practice-management needs where visibility into work-in-progress is a primary requirement.
Billing and online payments
CountingWorks PRO supports invoicing and payment collection as part of the client experience. This can streamline the path from completed work to cash collection without moving clients to a separate payment portal. For firms that want fewer systems, having billing and payments in the same environment is operationally convenient.
Limited public technical detail
Publicly available documentation on APIs, data export options, and integration depth is limited compared with some established practice-management ecosystems. This can make it harder to validate fit for firms with complex toolchains before purchase. Firms may need vendor-led demos or support to confirm integration and migration requirements.
May not fit complex firms
Larger firms with highly specialized workflows, multi-entity structures, or strict compliance requirements may find the platform less configurable than enterprise-oriented alternatives. Advanced reporting, granular permissions, and custom workflow automation may require workarounds. Fit tends to be better for standardized small-to-mid firm processes.
Accounting production not primary
While it supports practice operations, it is not positioned as a full accounting ledger or tax preparation engine. Firms typically still rely on separate accounting and tax production software for core compliance work. This means CountingWorks PRO often functions as the operational layer rather than the system of record for financials.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Starter | $150 per month (or $1,620 per year — save 10% when billed annually) | Includes 1 website (website add-on $50/mo), built-in SSL/CDN, review collection, automated social posting, Google Business Profile, on-page SEO, automated blog feed, 100+ financial calculators, Playbooks (3 regular + 1 VIP), MAX AI (250,000 AI tokens/month), Client CRM (250 contacts), ClientHub + MAX (1 user), eSign & KBA (10/year), payment processing available (fees apply). |
| Grow | $200 per month (or $2,160 per year — save 10% when billed annually) | All Starter features plus expanded marketing/automation, larger contact limits, upgraded AI/token allotments and additional Playbooks. (See vendor site for exact feature differences.) |
| Premier | $300 per month (or $3,240 per year — save 10% when billed annually) | Higher-tier marketing automation, additional websites (website add-on pricing differs), increased MAX AI allotments, more contacts and users, premium support. |
| Premier + | $500 per month (or $5,400 per year — save 10% when billed annually) | Most feature-rich package; includes expanded sites, higher limits, priority support and advanced marketing/playbooks. |
Notes: Optional add-ons (official site): contact blocks ($10 per 200/month), additional websites (Starter: $50/mo; Grow/Premier/Premier+: $150/mo), additional landing pages ($25/mo), additional email seats ($3/mo each), 50 E-sign pack ($50/pack). Payment processing fees (CountingWorks Payments): credit/debit 2.9% per transaction; ACH 0.5% capped at $10 per transaction. Vendor also lists legacy/scale-tier pricing elsewhere on the site; see notes below for trial info.
