AI-first platform helps tax and accounting firms find opportunities, strengthen client relationships and grow.
NEWPORT BEACH, CA, UNITED STATES, October 8, 2026 /EINPresswire.com/ — CountingWorks PRO, a technology platform built specifically for tax and accounting professionals, today announced the transformation of its platform around a different approach to practice management: starting with the client, not the workflow.
Rather than treating websites, marketing, client communication, practice management and artificial intelligence as separate systems, CountingWorks PRO brings them together in one platform built around the entire client relationship.
The company calls the approach practice management from the client out.
“For decades, practice-management technology has largely been designed around what happens inside the firm: tasks, deadlines, documents and workflow,” said Lee Reams II, CEO of CountingWorks. “Those things matter, but they are not why clients hire an accounting professional or stay with one. We rebuilt CountingWorks PRO around the relationship itself — what the client needs, where opportunities exist and what the firm should do next.”
From Managing Work to Understanding Clients
The new CountingWorks PRO platform combines a firm’s digital presence, client relationships and AI-powered intelligence so professionals can do more than manage work already assigned to them.
Through MAX, CountingWorks PRO’s AI intelligence layer, firms can identify potential opportunities within their existing client base, understand why those opportunities may matter and prepare the next step for the professional.
That could include recognizing a planning opportunity, identifying a change in a client’s circumstances, preparing client communication or helping the professional determine where proactive advice may create value.
The objective is to help firms move from a largely reactive, compliance-centered model toward a more proactive and predictive client experience.
“Tax professionals have enormous amounts of knowledge about their clients, but historically that knowledge has been scattered across returns, conversations, documents and disconnected systems,” said Mike Gleeson, Director of Tax Intelligence at CountingWorks. “The opportunity with AI isn’t simply to answer more tax questions. It’s to help the professional recognize what matters for a specific client and turn that intelligence into a timely conversation.”
One Platform for the Client Relationship
CountingWorks PRO brings together capabilities that have traditionally existed across separate systems, including AI-powered client opportunity intelligence, practice management, firm websites, client communications, marketing automation, lead generation, onboarding and engagement tracking.
The company has also introduced AI-powered skills that help firms act once an opportunity is identified, including tools for onboarding clients, tracking progress and preparing communications.
Instead of adding another standalone AI application to the firm’s technology stack, CountingWorks PRO is designed so intelligence operates within the client relationships and workflows firms already manage.
“AI should make the professional more valuable to the client, not make the relationship more impersonal,” Reams said. “The goal isn’t to replace the accountant. It’s to help the accountant see more, know sooner and act faster.”
More Than an AI Add-On
CountingWorks PRO’s transformation represents a broader rebuild of the company’s existing platform rather than the launch of a separate AI product.
CountingWorks migrated its customer platform toward the new architecture, combining its established website, marketing and client-engagement capabilities with AI intelligence and expanded practice-management functionality.
“We didn’t want to bolt AI onto the side of traditional practice-management software,” Reams said. “We started with a different question: What would practice management look like if you designed it around the client first? That’s the platform we’re building.”
CountingWorks PRO plans to continue expanding the connection between client intelligence, a firm’s digital presence and AI-powered actions, including new capabilities that bring MAX intelligence directly into tax and accounting firm websites.
About CountingWorks PRO
CountingWorks PRO is an AI-first client experience and practice-management platform built for tax and accounting firms.
The platform brings together a firm’s brand, digital presence, client relationships, practice management and AI-powered opportunity intelligence so professionals can attract better clients, strengthen existing relationships and identify opportunities to deliver more proactive advice.
Learn more at CountingWorksPro.com.
Lee Reams
CountingWorks, Inc
+1 800-442-2477
lee2.reams@countingworksinc.com
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