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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The CountingWorks Pro marketing platform was specifically designed for CPAs, tax accountants and tax professionals. It provides easy, automated 360deg marketing to your practice to generate more clients, stay in touch and build a five-star business. Our services include custom-built websites, content, email marketing and search engine optimization. We also offer reputation building, lead management, reputation building, reputation management, and a secure client portal with appointment setting and eSign.

Description

Keep a close watch on the progress of campaign execution and ensure reporting can drill down to individual records. While it’s essential to trust the process, verification of all records being processed and delivered is crucial. Organize and initiate marketing events to enhance engagement and responses. Fostering client confidence can be achieved by offering them direct access to performance metrics of the campaign. Additionally, effective planning, communication, and coordination with your distinctive network of business partners are vital. Implement a cycle of testing, tracking, measuring, analyzing, and optimizing consistently. It is important to maintain open lines of communication and collaboration among all team members, both from within the organization and external partners. When issues arise during a campaign, having comprehensive data records readily available aids in responding more effectively and promptly. Identifying a problem at an early stage allows for quicker resolutions, ensuring that proper response mechanisms like staffed call centers or inventory-ready retail outlets are in place. Prepare for surges in traffic at just the right moments, as tighter timing controls significantly enhance marketing effectiveness and cost management. Ultimately, the goal is to create a seamless experience for the client that not only boosts engagement but also streamlines operational efforts.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ClientWhys

Country

United States

Website

www.countingworkspro.com

Vendor Details

Company Name

Totaltrac

Country

United States

Website

www.totaltrac.io

Product Features

Content Marketing

Audience Targeting No 
Brand Management No 
Campaign Management No 
Categorization / Grouping No 
Conversion Tracking No 
Distribution Management No 
Editorial Calendar No 
Multi-Channel Publishing No 
Publish Scheduling No 
SEO Management No 
Social Media Management No 
Video Management No 

Product Features

Content Marketing

Audience Targeting No 
Brand Management No 
Campaign Management No 
Categorization / Grouping No 
Conversion Tracking No 
Distribution Management No 
Editorial Calendar No 
Multi-Channel Publishing No 
Publish Scheduling No 
SEO Management No 
Social Media Management No 
Video Management No 

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