List of CountingWorks PRO Customers
Newport Beach, 92660, CA,
United States
Since 2010, our global team of researchers has been studying CountingWorks PRO customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CountingWorks PRO for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CountingWorks PRO for CRM include: Upcloud Accounting, a Philippines based Professional Services organisation with 50 employees and revenues of $5.0 million, Wastvedt And Company, a United States based Professional Services organisation with 17 employees and revenues of $2.0 million, Erc Associates, a United States based Professional Services organisation with 17 employees and revenues of $2.0 million, S C Assoc, a United States based Professional Services organisation with 20 employees and revenues of $2.0 million, Team Tax, a United States based Banking and Financial Services organisation with 18 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using CountingWorks PRO, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The CountingWorks PRO customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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1040 Blues | Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
In 2022, 1040 Blues implemented CountingWorks PRO as a CRM embedded on their website to capture client contacts and intake. The deployment reflects the needs of a small professional services firm, aligning CountingWorks PRO with front-office client acquisition and ongoing client recordkeeping at a single-site United States practice.
CountingWorks PRO was configured to support standard CRM capabilities such as contact and client record management, web-based intake forms, appointment scheduling workflows, and client lifecycle tracking. The implementation emphasized client-facing form embedding on the public site, routing of incoming leads to named preparers, and centralized contact profiles to consolidate communications and engagement history.
Operational coverage is concentrated on tax preparation and client services, with the CRM in use by the firm’s client-facing staff across intake, scheduling, and client communication functions. Integrations are limited to the website embedding noted in the implementation, with no other external systems reported.
Governance focused on enforcing consistent intake and contact management processes, role-based access to client records, and standardizing how client communications are recorded in CountingWorks PRO. The narrative positions 1040 Blues CountingWorks PRO CRM as the system of record for front-office client interactions without asserting quantified outcomes.
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A & A Tax Svc | Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
In 2022, A & A Tax Svc deployed CountingWorks PRO as its CRM on its website. CountingWorks PRO is surfaced through web-embedded forms and client-facing pages to capture leads and initiate client intake directly from the public site, reflecting a small business implementation for a ten person professional services practice in the United States.
The implementation centralizes contact management, client record tracking, appointment scheduling and intake workflows typical of CRM systems for tax practices, aligning the CountingWorks PRO CRM with front-desk and preparer-level access to client profiles and engagement history. Operational scope covers website lead capture and internal tax preparation workflows, with configuration focused on web intake, secure document submission patterns and appointment orchestration, and governance appearing owner-operated with configuration and daily operations handled by internal staff.
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Accurate Bookkeeping & Tax | Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2023 | n/a |
In 2023 Accurate Bookkeeping & Tax implemented CountingWorks PRO as its CRM and embedded CountingWorks PRO components on its public website to support client intake and contact capture. The deployment targets a 10 person professional services firm in the United States and is configured to manage contact and client records, engagement workflows, appointment and task tracking, and basic sales pipeline functions typical of a CRM. CountingWorks PRO is used for client onboarding forms served from the site and for centralized client recordkeeping across client services and operations roles.
Configuration emphasis has been on role based access, administrative configuration of client intake forms, and embedding web forms and contact capture elements on the corporate site. Operational governance appears focused on small team workflows with a centralized administrator maintaining templates, client tags, and activity workflows to keep client contact data organized. No external integrations were identified in source notes, so system interactions are limited to the website embedding and internal CRM processes supporting client management, scheduling, and engagement tracking.
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Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
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Professional Services | 1 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
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Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
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Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
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Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
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Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
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Professional Services | 10 | $1M | United States | CountingWorks | CountingWorks PRO | CRM | 2022 | n/a |
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Buyer Intent: Companies Evaluating CountingWorks PRO
- Lr International, a United States based Transportation organization with 48 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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