Business Details
46 Years
experience
Transform Your Tax & Accounting Practice with AI-Powered Growth Solutions
We are a pioneering platform designed specifically for tax and accounting professionals seeking to elevate their digital presence and client engagement. Founded in 1980, our platform combines cutting-edge technology with industry expertise to deliver AI-powered solutions that streamline operations, automate marketing, and enhance client relationships. Our proprietary AI assistant, MAX, is trained on the tax code and designed to handle content creation, client communication, and tax strategy development, allowing firms to focus on advisory services rather than administrative tasks.With over 8,000 professionals relying on our tools, we provide a comprehensive growth engine that includes custom narrative websites, automated client onboarding, and retention-focused marketing playbooks. Our commitment to innovation is reflected in our partnerships with industry leaders and our track record of delivering measurable ROI within 60 days of implementation.
Services
AI-Powered Marketing Automation
ClientHub Portal
MAX AI Assistant
Narrative Website Design
Automated Client Onboarding
Tax Strategy Development
Retention Playbooks
Review Management
Content Generation
CRM Integration
Details
- Year established: 1980
Highlights and features
- We offer AI-powered tools trained on the tax code for accurate, efficient client service.
- Our all-in-one platform integrates CRM, marketing, and client onboarding systems.
- Proven ROI within 60 days through automated client acquisition and retention strategies.
- Expert support from setup to ongoing optimization with human-reviewed AI outputs.
- Custom narrative websites designed to rank higher in AI-driven search results.
What people say
Beyond impressed
Transformed my business
Grew 58% this year
Saves hours daily
Ranking improved
Services
AI-Powered Marketing Automation
Our AI-driven system automates content creation, email campaigns, and social media management. MAX generates tax-specific blogs, newsletters, and client communications while optimizing SEO strategies. This reduces manual work by 70% and ensures consistent messaging across all platforms.
MAX AI Assistant
This proprietary assistant handles tax research, client responses, and strategy development. Trained on current tax codes and client interaction patterns, it delivers accurate proposals, automates follow-ups, and provides real-time compliance guidance for accounting professionals.
Narrative Website Design
We create SEO-optimized websites with unique brand storytelling. Our designs focus on converting visitors through client-centric narratives and mobile-responsive layouts that improve search visibility in AI-driven environments.
Automated Client Onboarding
This system streamlines intake processes with smart forms that trigger engagement letters, payment requests, and task assignments. It reduces administrative time by 60% while maintaining compliance and creating upsell opportunities.
Retention Playbooks
Our automated playbooks schedule tax planning offers, review requests, and educational content. These strategies increase client lifetime value by 40% through timely, personalized interactions that encourage referrals and upsells.
People
Lee Reams II
Founder & Chief Content Officer
Lee Reams II combines tech expertise with marketing innovation to lead AI development. He guides strategies for integrating automation into accounting workflows and tax research processes.
Lee T. Reams, Sr
Founder & Tax Expert
With decades of experience, Lee Reams Sr. provides tax code expertise and industry analysis. He educates professionals through our platform and develops compliance-focused AI training protocols.
Therese Tucker
Board Member
As BlackLine founder, Therese Tucker brings software innovation experience to our strategic direction. She focuses on enhancing automation capabilities and financial technology integration within our platform.
Questions
What makes CountingWorks PRO different from other accounting platforms?
We combine AI-powered tools with tax-specific training to automate marketing, client communication, and tax strategy development in one integrated system.
How does MAX assist accounting professionals?
MAX handles content creation, tax research, client responses, and proposal generation while maintaining compliance with current tax codes and regulations.
Can the platform help with client acquisition?
Yes, our narrative websites and automated marketing tools improve search visibility and convert visitors into clients through targeted content strategies.
What setup time is required?
Most firms complete implementation in 2-4 weeks with our guided onboarding process, including custom website design and system integration.
How does the retention system work?
Automated playbooks schedule timely tax planning offers, review requests, and educational content to increase client lifetime value through strategic interactions.
