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Choose the right virtual taxand accounting package

For the virtual tax and accounting pro


Digital solutions for all your needs – from a secure portal to video calls to E-Sign and more


From                     /month

10% discount with an annual package

  • Two-way HD video meetings
  • Secure, branded client portal
  • Secure document sharing
  • Portal link for customer login
  • Digital client onboarding
  • E-Sign / KBA
  • Secure messaging
  • Digital workflows
  • Client note tracking
  • Online appointment calendar
  • Due date reminders
  • 1 account user

Done-for-you content creation

Content Pack

Engaging, informative, done-for-you 

content like articles, videos, and more



  • Expert-created PDF, video, and article database, including:
    • Client Information Brochures
    • Occupation Brochures
    • Form-Fill Tax Organizers
    • Pocket Tax Guide
    • Privacy Policy Brochures
    • 7216 Disclosure Brochures
    • 7-15 Monthly Newsletter/Blog Articles in Word Format
    • Over 50 Videos Covering Business Issues, Tax Planning, COVID-19, and Other Services
  • Compelling content written for you
  • Custom-branded videos and print 
  • Downloadable & shareable videos 
  • Wide range of topics
  • Content updated year-round 


Personalize your digital presence with a 

full-service website and dedicated designer


From                     /month

10% discount with an annual package

Everything in TeleAccountant™ &

Content Pack plus:

  • Customizable, full-service website
  • Dedicated website designer
  • Website ready in an average of
    5-10 business days
  • Live training, onboarding, and Q&A
  • Done-for-you professional blog content
  • Real-time marketing dashboard
  • Automated Client Relationship Management
  • Automated monthly email newsletter 
  • Marketplace profiles
  • Nurture campaigns
  • And MORE!

All-in-one marketing and growth platform

Recommended Package

Customize your plan with optional add-ons

Add-ons are only applicable to the Scale package

Social Lite

Showcase your practice with automated social media posting.

  • Facebook, Twitter, and Linkedin: Portal connection assistance & continuous posting
  • Google My Business and YouTube: Account setup assistance and configuration
  • Branded social media cover art


Social PRO

Supercharge your social media presence. Includes everything in Social Lite, plus:

  • Google My Business: Social posting including reviews, due date reminders, and blog content
  • YouTube: Generate and auto-post videos (incl. branded)
  • Branded social media cover art


Convert & Grow Pack

Attract and convert more web visitors to paying clients.

  • Conversion kit: Chatbot, interactive tools, white papers, and landing pages
  • TaxBuzz and CountingWorks marketplaces: preferred placement and trust badges


Expert Coaching & SEO Optimization

One-on-one coaching, setup and maintenance for website and SEO. 

Live training and assistance to configure your account.

  • Custom SEO optimization
  • Monthly coaching workshops
  • On- and off-page SEO setup
  • Directory syndication and management
  • Keyword tracking
  • Monthly reporting


+ $495 one time fee

Have Questions?

Or looking for something not listed here? No worries, we are here to help.

Try us outfor free first

No contracts. Cancel anytime.

Need morebandwith?

More than 500 contacts? Need more users? Call us for a quote.

"I must say that I am beyond impressed with CountingWorks PRO services. I am extremely satisfied with your product and services; I truly believe that you have a visionary team and an exceptional package which sets you apart from the other CPA website providers out there. 

Keep up the great work!"



Frequently Asked Questions

Is the 30-day trial free?

Yes, you do not have to enter your credit card to start the free trial. You can utilize all of the tools and familiarize yourself with the platform. When you are ready to go live on your domain, payment will be required. 

What is a contact?

A contact is any person or business that has been added to the platform. That ranges from imported lists to “contact us” and lead forms to newsletter opt-ins.

What type of payments do you accept?

All plans are billed via credit card in USD. We accept MC, VISA, and AMEX. 

How can I track the results?

We track all of your activity through multiple channels. Examples: How many people are reading your newsletter, website visitors, reviews, and other important metrics. All of this data is displayed within your marketing dashboard – the brains behind your practice. 

How are you different?

By focusing on the tax and accounting profession we have seen it all. We have tested various technologies, optimized for best results and continue to quickly adapt to the latest marketing and social trends or Google algorithm changes. We understand it takes much more than a website to be found and thrive online. It all starts with your reputation. We make you look great with our industry-leading content and channel distribution. Nobody makes you and your firm look better than CountingWorks PRO.

© 2020 CountingWorks. All Rights Reserved.
3300 Irvine Ave, Suite #208, Newport Beach, CA 92660