Instance of ClientHub to-do record performance.
CPAs, EAs, and Tax Professionals Can Now Provide an Environment friendly System to Begin Each Engagement, Saving Time & Organizing Shoppers Like By no means Earlier than
NEWPORT BEACH, CALIFORNIA, UNITED STATES, August 15, 2023/EINPresswire.com/ — CountingWorks PRO, an on-line software program platform that helps tax and accounting professionals digitize their complete entrance workplace, launches its ClientHub, an all-in-one shopper consumption platform that enhances each shopper touchpoint. This new digital answer is designed to assist pivot from the legacy paperwork mindset and save the typical tax and accounting skilled 2,400 hours per yr.
ClientHub supplies instruments for execs to create their shopper proposals, settle for funds, eSign engagement letters, and automate consumption types, questionnaires, to-do lists, and companion workflows in a single easy-to-set-up sequence. Customers have the power to select from a library of pre-written templates or create their very own to finest go well with their wants. Moreover, ClientHub eliminates the necessity for a number of software program applications and digitizes each step of the shopper journey.
“We created ClientHub to face out from the advanced follow administration techniques being marketed right this moment. It shouldn’t take 30 days to get educated on find out how to use software program,” said Lee Reams II, Founder and CEO of CountingWorks, Inc. “Extra importantly it shouldn’t break the bank to handle your follow both.”
For greater than three many years, CountingWorks PRO has been servicing unbiased CPAs, EAs, and tax and accounting professionals. The corporate is dedicated to serving to finance professionals construct extra environment friendly practices by harnessing the ability of the digital age. ClientHub is simply one of many ways in which CountingWorks PRO helps right this moment’s tax and accounting corporations carry the trendy shopper expertise to life. The CountingWorks PRO platform digitizes each contact level of a tax or accounting skilled’s follow, giving professional’s the power to handle their net design, advertising, and shopper communication in a single place.
“I began digitizing my shopper proposals and intakes, making it simpler for prospects to say sure and saving me hours chasing funds and shutting offers,” stated Kalisha Jackson, a tax skilled from Ok.B. Daniel Firm.
For extra particulars and a pricing overview of ClientHub, go to CountingWorks PRO on-line. Free trials and demos can be found with one among CountingWorks PRO’s software program specialists.
About CountingWorks
Our mission is to assist tax accounting professionals ship higher recommendation and shopper monetary outcomes by modernizing their processes. CountingWorks removes the headache of constructing, operating, and rising an accounting or tax agency. The CountingWorks platform permits corporations to construct a totally digitized follow, with minimal effort. The CountingWorks PRO platform brings collectively web site creation, automated advertising, social media, public relations, search engine optimization, and shopper relationship administration right into a one-stop-shop.
Julia Patterson
Interdependence PR
juliap@interdependence.com
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