CountingWorks PRO
Pricing: Starter $150/month, Grow $200/month, Premier $300/month and… Last checked: October 20, 2026 Latest update: October 1, 2026 Visit website
What is CountingWorks PRO?
CountingWorks PRO is a client-facing growth and practice management platform for tax and accounting firms. It combines firm websites and marketing, lead capture and CRM, proposals and payments, a ClientHub client portal, and MAX, an AI layer with skills and scheduled automations such as tax return review and client opportunity scans.
Who it's for
Tax and accounting firms, from solo practitioners to growing teams, that want to win clients, market advisory services and run client communication from one platform.
Key features
- MAX Practice Intelligence flags client opportunities such as tax planning, entity strategy and retirement planning, and prepares outreach for review
- MAX Automations: recurring AI tasks set in everyday language, such as weekly follow-ups on unsigned engagement letters
- MAX Tax Return Review: a first-pass review of an uploaded return package that flags items such as shareholder basis support and depreciation treatment
- ClientHub portal that brings client communication, documents, requests and reminders into one place
- Firm website, SEO and marketing campaigns, with Website MAX answering visitor questions
- Lead capture and CRM, proposals, payments and engagements
- External MCP connections so MAX can work with other software the firm uses
Integrations
CountingWorks PRO added external MCP connections in its fall 2026 release so MAX can work with other systems a firm uses. The release post gives Gmail and Zoom as examples but does not publish a full connector list.
Recent updates
- : CountingWorks PRO released a MAX dashboard that surfaces what needs attention each day, a MAX Tax Return Review skill for first-pass return review, and external MCP connections, and said autonomous client onboarding is coming next. [3]
Pricing
Starter $150/month, Grow $200/month, Premier $300/month and Premier Plus $500/month, or 10% off billed annually ($1,620, $2,160, $3,240 and $5,400 per year). Every plan includes MAX Skills and Automations with 10,000 to 250,000 MAX credits per month; extra credit packs start at $49 (per CountingWorks PRO's pricing page) (from the vendor's public pages, last checked October 20, 2026; confirm with the vendor)
Frequently asked questions
What is CountingWorks PRO?
CountingWorks PRO is a client-facing growth and practice management platform for tax and accounting firms. It combines firm websites and marketing, lead capture and CRM, proposals and payments, a ClientHub client portal, and MAX, an AI layer with skills and scheduled automations such as tax return review and client opportunity scans.
Who is CountingWorks PRO for?
CountingWorks PRO is for tax and accounting firms, from solo practitioners to growing teams, that want to win clients, market advisory services and run client communication from one platform.
How much does CountingWorks PRO cost?
CountingWorks PRO pricing, per its public pages: Starter $150/month, Grow $200/month, Premier $300/month and Premier Plus $500/month, or 10% off billed annually ($1,620, $2,160, $3,240 and $5,400 per year). Every plan includes MAX Skills and Automations with 10,000 to 250,000 MAX credits per month; extra credit packs start at $49 (per CountingWorks PRO's pricing page). Confirm current pricing with the vendor.
Sources
- https://www.countingworkspro.com
- https://www.countingworkspro.com/pricing
- https://www.countingworkspro.com/blog/max-is-becoming-the-ai-operating-layer-for-your-firm
Last checked: 2026-10-20