CountingWorks PRO
CountingWorks PRO is a US-based vertical SaaS company that sells an integrated digital front-office platform — anchored by MAX AI and ClientHub — to thousands of solo, small, and advisory-focused tax and accounting firms via subscription tiers.
- Company typePrivate
- Founded2017
- HeadquartersNewport Beach, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CountingWorks PRO does
CountingWorks PRO is a US-based vertical SaaS company that sells an integrated digital front-office platform to tax and accounting firms. Its core product consolidates CRM, website and SEO tools, client portal, workflow automation, billing and payments, and marketing automation into a single subscription offered in three tiers (Grow, Premier, Premier Plus) targeting solo practitioners, growing 3–10+ staff firms, and advisory-focused firms respectively. The platform is anchored by MAX AI, a proprietary assistant trained on tax and accounting domain content and each customer's brand voice, which generates content, executes client communication, and surfaces advisory opportunities such as QSBS eligibility and R&D credit potential. A companion client portal, ClientHub, provides secure messaging, file sharing, e-signature, scheduling, and payments. The company also operates the CountingWorks Learning Center (CPE education) and the TaxBuzz content platform as sub-brands.
The technology stack is cloud-native: hosted on AWS (ISO 27001, SOC 2, FedRAMP-aligned infrastructure), fronted by Cloudflare CDN with DDoS protection and TLS 1.3, and integrated with HubSpot for scheduling. The platform is software-agnostic on the back end, coexisting with Drake, UltraTax (Thomson Reuters), and Lacerte (Intuit) for tax preparation. CountingWorks PRO 3.0 was launched in 2024 with an updated portal and expanded AI capabilities, and the company introduced Generative Engine Optimization (GEO) as a native capability to position customer firms in AI-driven search results.
The business model is predominantly recurring SaaS subscription revenue across Grow, Premier, and Premier Plus tiers with monthly or annual billing, supplemented by advertising and content revenue from TaxBuzz and professional services revenue from the CountingWorks Learning Center (CPE courses reported to the IRS and CTEC). Distribution is direct, sales-assisted via the company website, free trials, and inside sales, with an additional structured referral program. The company is a privately held Delaware C Corporation headquartered in Newport Beach, California, led by Founder and CEO Lee Reams II and Chief Visibility Officer Rebekah Barton, with no disclosed institutional funding or parent company relationships in the available data.
CountingWorks PRO firmographics
Firmographics- Name
- CountingWorks PRO
- Legal name
- CountingWorks, Inc.
- Website
- https://countingworkspro.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CountingWorks PRO is a US-based vertical SaaS company that sells an integrated digital front-office platform — anchored by MAX AI and ClientHub — to thousands of solo, small, and advisory-focused tax and accounting firms via subscription tiers.
- Ownership category
- akta.pro rank
CountingWorks PRO industry classification
Industry- Product category
- Accounting Practice Management Software
- NAICS
- Business Support Services (5614)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Process Mining & Task Mining Platforms (HDAEAHAD)
Keywords
Where CountingWorks PRO is headquartered
LocationHeadquarters
- HQ city
- Newport Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CountingWorks PRO business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Subscription (CountingWorks PRO): Monthly or annual subscription plans (Grow, Premier, Premier Plus tiers) providing access to the full platform including ClientHub, MAX AI, website/SEO, workflow automation, marketing tools, CRM, and billing/payments. Subscriptions auto-renew unless canceled. No refunds for partial use or unused features. Upgrade/downgrade available anytime.
- CountingWorks Learning Center (CPE): Continuing professional education (CPE) courses for tax and accounting professionals. Courses designed to meet or exceed IRS and state board requirements. Reports to IRS and CTEC weekly.
- TaxBuzz: Tax news and information platform, sister company providing content and news services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Grow Plan — for Solo Firm Owners |
| Subscription | Monthly | Premier Plan — for Growing Firms (3–10+ staff) |
| Subscription | Monthly | Premier Plus Plan — for Advisory-Focused Firms |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels9 records
CountingWorks PRO product offering
Product offeringCore offering
CountingWorks PRO is an all-in-one digital front office SaaS platform built exclusively for tax and accounting firms. It combines a domain-trained AI engine (MAX), a branded client portal (ClientHub), website/SEO/GEO, CRM and lead capture, workflow automation, billing/payments/e-signature, marketing automation, and reputation management into a single subscription product sold in Grow, Premier, and Premier Plus tiers. Related offerings include a concierge marketing support service, the CountingWorks Learning Center CPE education sub-brand (taxcpe.com), and the sister TaxBuzz tax news platform.
Product overview
CountingWorks PRO is a unified digital front office platform purpose-built for tax and accounting firms. The platform integrates multiple capabilities into a single ecosystem: the core CountingWorks PRO platform serves as the central hub, powered by MAX AI for content generation and automation. ClientHub provides the branded client-facing portal with secure messaging, file sharing, scheduling, e-signatures, and payments. Additional modules include Workflow Automation (intake forms, proposals, engagement letters), Web+SEO Tools (website builder, local SEO, GEO optimization), CRM+Lead Capture, Billing+Payments, Marketing Automation, and Review+Retention Systems. Concierge Marketing Support is offered as a human-assisted service layer alongside the software. A separate sub-brand, CountingWorks Learning Center, provides CPE education for tax and accounting professionals. The platform is designed to replace multiple disconnected tools with one integrated system.
Differentiator
Problem solved
Functional benefit
Products and services
- CountingWorks PRO Platform An all-in-one digital front office SaaS platform designed exclusively for tax and accounting firms that streamlines client engagement, communication, onboarding, marketing, and practice management into a single subscription product sold in Grow, Premier, and Premier Plus tiers.
- CountingWorks Learning Center A continuing professional education (CPE) platform for tax and accounting professionals offering courses designed to meet or exceed IRS and state board requirements, with CPE credits reported to the IRS and CTEC weekly.
- Concierge Marketing Support A human marketing concierge service providing strategy guidance, custom marketing ideas, and industry-specific targeting for tax and accounting firms, delivered alongside the CountingWorks PRO software platform to help firms execute their marketing initiatives.
Quantifiable outcome
- Revenue growth of 58% in one year reported by a solo firm customer
- +4 more outcomes
Companies that use CountingWorks PRO
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
CountingWorks PRO technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability6 records
Feature6 records
CountingWorks PRO partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- AWS (Amazon Web Services)coreCountingWorks PRO is hosted on AWS infrastructure — the industry-standard secure cloud platform trusted by government agencies, financial institutions, and Fortune 500 companies. AWS provides ISO 27001, SOC 2 Type II, and FedRAMP-compliant infrastructure; automatic redundancy and failover zones; network firewalls, DDoS mitigation; encrypted S3 and RDS data storage; and physical access controls. All data is stored in U.S.-based AWS data centers.
- CloudflarecoreCloudflare provides CDN (Content Delivery Network) layer for fast, secure global content delivery. DDoS attack prevention, edge caching, TLS 1.3 encryption for all client-facing traffic, and real-time bot detection and firewall rules are all powered through Cloudflare.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
CountingWorks PRO competitors and assessment
Company assessmentBroad incumbents
- Constant Contact: Email marketing and basic marketing automation platform targeted at small businesses and accounting/bookkeeping firms. A potential alternative for the email/newsletter portion of CountingWorks PRO's offering.
- Keap (Infusionsoft): CRM, marketing automation, and sales pipeline platform aimed at small businesses and solo professionals, with built-in payments and appointment scheduling. Competes for the same solo-practitioner and small-firm buyer that CountingWorks PRO targets.
- ActiveCampaign: Marketing automation, email, and CRM platform serving SMBs across industries. Overlaps with CountingWorks PRO's email marketing, automation, and CRM capabilities and represents a horizontal alternative for firms evaluating point tools.
- HubSpot: Broad CRM, marketing automation, and content platform for SMBs and mid-market, with scheduling, email, and pipeline management. CountingWorks PRO already integrates HubSpot for appointment scheduling and could be displaced if HubSpot deepens accounting-specific features.
Direct peers
- Jetpack Workflow: Workflow automation and process management for accounting firms, providing templated client journeys and recurring process checklists. Overlaps with CountingWorks PRO's workflow automation and engagement-letter automation features.
- Canopy: Practice management suite for accounting firms with CRM, document management, client portal, workflow, and billing modules. A direct competitor offering an integrated front-office experience to the same tax and accounting professionals.
- SuiteDash: All-in-one client portal, CRM, project management, and billing platform for service businesses. Competes with CountingWorks PRO's bundled front-office offering, though SuiteDash serves a broader professional-services audience.
- Karbon: Workflow and practice management SaaS for accounting firms, focused on team collaboration, client communication, and work automation. Targets the same growing-firm and mid-market accounting buyer as CountingWorks PRO.
- Liscio: Client collaboration and secure messaging platform purpose-built for accounting firms, with e-signature, request lists, and file sharing. Competes with CountingWorks PRO's ClientHub and client experience modules.
- TaxDome: All-in-one practice management platform for accounting and tax firms, offering client CRM, document management, workflows, invoicing, and a client portal. Directly competes with CountingWorks PRO in the same vertical and SMB customer base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CountingWorks PRO social profiles
Digital presenceCountingWorks PRO financial estimates
Financial estimateRevenue estimate
Valuation estimate
CountingWorks PRO leadership team
Management profileNumber of profiles
Profiles2 records
CountingWorks PRO funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CountingWorks PRO M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CountingWorks PRO
What does CountingWorks PRO do?
CountingWorks PRO is an all-in-one digital front office SaaS platform built exclusively for tax and accounting firms. It combines a domain-trained AI engine (MAX), a branded client portal (ClientHub), website/SEO/GEO, CRM and lead capture, workflow automation, billing/payments/e-signature, marketing automation, and reputation management into a single subscription product sold in Grow, Premier, and Premier Plus tiers. Related offerings include a concierge marketing support service, the CountingWorks Learning Center CPE education sub-brand (taxcpe.com), and the sister TaxBuzz tax news platform.
Is CountingWorks PRO a public or private company?
CountingWorks PRO is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CountingWorks PRO founded?
CountingWorks PRO was founded in 2017. It employs 11 to 50 people.
Where is CountingWorks PRO based?
CountingWorks PRO is headquartered in Newport Beach, United States, in the North America region.
How does CountingWorks PRO make money?
Three revenue lines are on record. SaaS Subscription (CountingWorks PRO) is the primary driver. The others are countingWorks Learning Center (CPE) and taxBuzz.
Who are CountingWorks PRO's main competitors?
Broad incumbents on record are Constant Contact, Keap (Infusionsoft), ActiveCampaign and HubSpot. Direct peers are Jetpack Workflow, Canopy, SuiteDash, Karbon, Liscio and TaxDome.
Does CountingWorks PRO have an API?
No public API is recorded for CountingWorks PRO.
What industry is CountingWorks PRO in?
CountingWorks PRO's product category is Accounting Practice Management Software. Its primary akta.pro industry code is HDAEAHAD, Process Mining & Task Mining Platforms. Its NAICS code is 5614 and its SIC code is 7370.