CountingWorks Pro

CountingWorks Pro

ClientWhys
Xert Precision Suite

Xert Precision Suite

Xert Communications
+
+

Related Products

  • Aesthetic Insight
    10 Ratings
    Visit Website
  • 11x
    69 Ratings
    Visit Website
  • AestheticsPro
    721 Ratings
    Visit Website
  • Phonexa
    238 Ratings
    Visit Website
  • Canopy
    1,025 Ratings
    Visit Website
  • ArboStar
    564 Ratings
    Visit Website
  • Greatmail
    9 Ratings
    Visit Website
  • Nexo
    18,395 Ratings
    Visit Website
  • Docket
    59 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website

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

Xert Precision Suite is a fully integrated system that combines industry-leading email marketing capability with powerful contact management, events marketing, and forms management features. Fully comprehensive and feature-rich, Xert Precision Suite enables you to efficiently manage, measure, and optimize your marketing campaigns. By leveraging Xert Precision Suite, you can gain more customers, retain clients, generate more leads, capture public awareness, and boost your revenue stream.

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

For mid-size businesses and multi-national corporations wanting to automate, analyze, and optimize their marketing and communications 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

Xert Communications
Founded: 1999
United States
www.xert.com

Alternatives

Alternatives

Unify CRM

Unify CRM

Unify
AdvisorStream

AdvisorStream

Broadridge Financial Solutions
Unify CRM

Unify CRM

Unify
Self Service Email

Self Service Email

Email Experts

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

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Integrations

No info available.

Integrations

No info available.
Claim CountingWorks Pro and update features and information
Claim CountingWorks Pro and update features and information
Claim Xert Precision Suite and update features and information
Claim Xert Precision Suite and update features and information