CountingWorks Pro

CountingWorks Pro

ClientWhys
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About

The CountingWorks Pro marketing software platform is built specifically for CPAs, tax accountants, enrolled agents and tax professionals, and provides easy, automated 360° marketing for your practice to generate more referrals, stay in touch with clients and build a five-star practice. Our suite of services includes custom-built websites, blogging & content, email marketing, search engine optimization, social media, lead & client management, reputation building, and a secure client portal (with appointment setting and eSign). Provide a personalized digital experience with a fully branded ClientHub and manage the entire client relationship all in one place. Expand your margins and generate more revenue with your existing client base with targeted client marketing campaigns. Put your growth on autopilot with fully automated digital marketing campaigns that drive more qualified traffic and turn visitors into qualified leads and clients.

About

Explore content marketing features that will put hours back in your day. Automate your blog or news feed into real-time email alerts or daily / weekly / monthly digests. Trigger RSS emails to send from: Salesforce Marketing Cloud, Pardot or Mailchimp automatically. Concert Alerts, Weather Alerts, Product Notification, Competitive Listening and Social Digests are just a few of the marketing automation programs our clients have dreamed up. StoryPorts Smart Filters can “listen” to any digital channel or signal and trigger alerts, digests, reminders and notifications based on your custom rules. Set it and forget it! Marketing Automation shouldn’t be scary. Content Radar Approvals let any manager, stakeholder or legal team review and approve the content of a message before it sends. The entire approval process is automated, don’t require a login and only take two clicks from any device, anywhere in the world.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CPAs, tax accountants, enrolled agents and tax professionals seeking a tool to improve their workflows

Audience

Marketing teams and companies looking for an email creation automation solution to automate their RSS-to-email campaigns

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClientWhys
United States
www.countingworkspro.com

Company Information

StoryPorts
Founded: 2014
United States
storyports.com/marketing-automation

Alternatives

Alternatives

AdvisorStream

AdvisorStream

Broadridge Financial Solutions
Unify CRM

Unify CRM

Unify
AdvisorStream

AdvisorStream

Broadridge Financial Solutions

Categories

Categories

Content Marketing Features

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management

Integrations

Mailchimp
Sailthru
Salesforce
Salesforce Agentforce Marketing
Salesforce Marketing Cloud Account Engagement
WordPress
YouTube

Integrations

Mailchimp
Sailthru
Salesforce
Salesforce Agentforce Marketing
Salesforce Marketing Cloud Account Engagement
WordPress
YouTube
Claim CountingWorks Pro and update features and information
Claim CountingWorks Pro and update features and information
Claim StoryPorts and update features and information
Claim StoryPorts and update features and information