Stover and Stover

What Stover and Stover does

CountingWorks PRO is a subscription SaaS platform built specifically for tax, accounting, and bookkeeping firms in the United States. Its offering bundles website and content production, SEO and visibility tooling, marketing automation, lead capture and CRM, proposals, payments and e-signature, client communications, and a native client portal (ClientHub) into a single integrated suite. The product is aimed at independent practitioners, SMB practices, and mid-market firms that need to professionalize their digital presence and client engagement without operating multiple point tools.

The platform's technology stack is anchored by an AI layer branded as MAX Practice Intelligence and an AI Workflows Skills Library, which applies process automation, a recommendation engine, generative AI, and knowledge retrieval to firm operations. Supporting modules include Marketing Concierge (managed services), Campaigns and Advisory Growth content, and the Future-Ready Firm Blueprint diagnostic. The platform is designed to be AI-ready for emerging generative and search surfaces, with explicit human-in-the-loop positioning rather than full autonomous automation.

The business model is subscription-based SaaS sold through a consultative, sales-led motion with quote-based pricing rather than self-serve tiers. Revenue is generated from SaaS subscriptions and the higher-margin Marketing Concierge managed service. Customers are exclusively US-based tax and accounting firms (e.g., CGC Accountants & Advisors, Bookkeeper.com, My Tax Lady, Cherokee CPA, TradeFirm Tax and Accounting), making the company a focused vertical SaaS vendor rather than a horizontal marketing or CRM player. No public financials, funding, headcount, or M&A activity are disclosed.

Name

Stover and Stover

Legal name

CountingWorks PRO

Website

https://stoverandstover.com

Company type

Private

Operating status

Operating

Short description

CountingWorks PRO is a US-based subscription SaaS platform that bundles website, marketing, CRM, payments, and AI workflow tools for SMB and mid-market tax and accounting firms, with optional managed marketing services.

Ownership category

akta.pro rank

Headquarters

HQ city

Pasadena

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Platform Subscription Services: CountingWorks PRO operates as a SaaS platform providing subscription-based access to their client-facing experience layer, including website services, SEO/visibility tools, AI workflows, marketing concierge services, and practice intelligence. The platform connects multiple components including lead capture, proposals, payments, ClientHub communication, and advisory growth tools.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Stover and Stover provides a unified SaaS client-facing growth platform for tax and accounting firms that combines a narrative-driven website builder, SEO/visibility (including AI search readiness for ChatGPT and Google), marketing concierge services, lead capture CRM, proposals/payments/engagement-letter workflows, ClientHub secure messaging and document sharing, MAX AI Practice Intelligence, and a library of MAX AI Workflows (document chase, proposal follow-up, advisory scanning, review requests, owner morning briefings) along with campaigns and advisory growth tools in one connected client-facing system.

Product overview

CountingWorks PRO is a unified client-facing experience platform for tax and accounting firms, combining a modular suite of tools with an AI intelligence layer. The platform architecture centers on MAX Practice Intelligence (AI-powered client insights and next-best actions) and MAX AI Workflows (pre-built automation skills), integrated with Website & Story, SEO/Visibility, Marketing Concierge, Lead Capture & CRM, Proposals/Payments & Engagements, ClientHub & Communication, and Campaigns & Advisory Growth modules. The Future-Ready Firm Blueprint serves as a diagnostic entry point. Multiple login portals (CountingWorks Pro 3.0, Pro 2.0, Green Portal) indicate a multi-version product ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• ClientHub: Secure messaging, documents, tasks, reminders, and client timelines for client communication and journey management.
• MAX Practice Intelligence
• AI Workflows
• TaxBuzz
• Future-Ready Firm Blueprint

Products and services

• Stover and Stover Client Experience Platform (Pro 3.0) Unified SaaS client-facing growth platform for tax and accounting firms combining website/SEO, AI Workflows, MAX Practice Intelligence, ClientHub, marketing concierge, lead capture CRM, proposals/payments/engagements, and campaigns in one connected system.
• MAX Practice Intelligence AI-powered client intelligence layer that listens to client signals, suggests next-best actions, drafts outreach, and surfaces advisory and upsell opportunities within the firm's existing client base; the human reviews and ClientHub executes.
• MAX AI Workflows Skills Library Growing library of pre-built AI-powered automation skills for tax and accounting firms, covering document chase, proposal follow-up, engagement letter nudges, advisory opportunity scanning, review requests, owner morning briefings, onboarding sequences, and client communications, with human review required before actions are executed.
• Future-Ready Firm Blueprint Diagnostic assessment that evaluates how a tax or accounting firm gets found, chosen, onboarded, served, followed up with, and recommended, identifying friction in the client-facing experience and qualifying firms for the platform.
• Marketing Concierge Done-with-you marketing service providing expert in-house copywriting, SEO/GEO, schema implementation, campaigns, reviews management, and growth strategy support for tax and accounting firms that do not want to hire a marketing director.
• ClientHub Secure client communication and engagement hub providing messaging, document sharing, task management, reminders, and client timeline tracking for tax and accounting firms and their clients.

Quantifiable outcome

• 204% search visibility increase
• +5 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature4 records

Scale indicators9 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Mango Practice Management: Practice management and client portal for accounting firms, including workflow, CRM, and document management; competes for the same client-facing layer that CountingWorks PRO targets.
• Liscio: Client communication and engagement platform purpose-built for accounting firms, offering secure messaging, document collection, and e-signature — overlapping with CountingWorks PRO's ClientHub and Proposals modules.
• Karbon: Workflow and practice management software built for accounting firms, covering collaboration, client communication, and project tracking; called out by CountingWorks PRO in its competitive comparison.
• TaxDome: All-in-one practice management and client portal for accounting and tax firms, including workflow, document management, invoicing, and CRM — directly named by CountingWorks PRO as a competitor in practice management territory.
• Canopy: Practice management platform for accounting firms with client engagement, workflow, and document tools; explicitly listed by CountingWorks PRO as a comparable practice management solution.
• CPA Site Solutions: Website templates and marketing services specifically for accounting and tax firms; referenced by CountingWorks PRO as a website-template competitor that only partially covers visibility and trust.

Others

• HubSpot: General-purpose CRM, marketing automation, and content platform explicitly cited by CountingWorks PRO as a CRM/automation alternative; comparable on lead capture, campaigns, and workflows but not accounting-domain specialized.

Emerging players

• ClientWhys: Tax and accounting firm marketing services platform, sharing domain overlap with CountingWorks PRO; the source data itself references a ClientWhys Green Portal login URL under the CountingWorks PRO ecosystem, suggesting an affiliated or closely related brand.
• SmartVault: Document management and secure client portal built for accounting firms; overlaps with CountingWorks PRO's ClientHub and document workflow capabilities.

Broad incumbents

• Intuit: Owner of QuickBooks and an expanding ecosystem of marketing, payments, and practice tools for small accounting firms; a broad incumbent whose Lacerne/Tax Software and Mailchimp assets can encroach on CountingWorks PRO's marketing and client experience layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stover and Stover