# CountingWorks Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CountingWorks the right Content Marketing solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/167016/ClientWhys/reviews --- CountingWorks 3.8 (12) [View alternatives](https://www.capterra.com/p/167016/ClientWhys/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CountingWorks Ease of use 4.3 Customer Service 3.5 ## Showing most helpful reviews Showing 1-12 of 12 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Dianette B. Owner Financial Services Used the software for: 6-12 months ### "ClientWhys for TaxSlayer" October 11, 2021 4.0 I really enjoyed the platform and how much content it produced Pros I liked the website creation the most. I had a chatbot, along with links to all my products and services. Very professional Cons scheduling, lead notifications. Messages. the time to scroll through messages, was always longer than anticipated. clients would upload documents and it would take time before I could see it. Review Source Response from CountingWorks February 4, 2022 Hi Dianette, Thank you for your positive review, we appreciate your business! Best, The CountingWorks PRO Team JM Jennifer M. Office Manager Accounting Used the software for: 6-12 months ### "Clientwhys" February 9, 2021 5.0 Before we had client whys, we were using about 3-4 different programs to store, share, and upload files. Our previous software was not very user friendly to our customers. With client whys, its all wrapped up into one and integrated together. Pros This software was easy to deploy and implement with all of our employees, so far it is much more user friendly than what we previously used. We are able to implement Trello with it in order to track tasks throughout the office Cons So far I have not found any dislikes with this software, the other employees here enjoy its ease of use. Switched from [Revver](https://www.capterra.com/p/123400/revver/) The previous software was not all inclusive, we needed a separate program for tracking, signing, and so on. Our customers felt as if it was hard to use and navigate. Review Source Response from CountingWorks February 3, 2022 Hi Jennifer, Thank you for your kind feedback! We appreciate you! Best, The CountingWorks PRO Team TW Tanika W. CEO Accounting Used the software for: Less than 6 months ### "No value after you cancel" January 24, 2025 2.0 I used these services for about 3 months and probably received 1/3 of the services I was paying for. The company representatives are stretched thin and the turnaround time for tasks are extremely long (2-3 weeks). In addition, when I cancelled the services, all of the marketing became obsolete and my website is now going to countingworks.com which I find extremely disrespectful. None of the social media post links work anymore therefore, a extreme waste of money. Pros Very professional style, AI very useful, user friendly platform Cons Content sub-par, representatives take very long time to respond and complete tasks, the website and social media marketing is no good after you cancel the services resulting in a waste of money. After canceling, I would have preferred to not have counting works point the page to their website. Switched from [CPA Site Solutions](https://www.capterra.com/p/217035/CPA-Site-Solutions/) Unsatisfied with the website design and functionality Review Source HF Harvey F. President Accounting Used the software for: 2+ years ### "Great Product for any business" November 9, 2022 5.0 Overall experience has been great. Customer support is easy to reach and they are always very helpful. Pros Many pros that come along with using Countingworks. It has help my business grow signaficantly over the years. Easy to use and keep setup. Cons No cons that I can think of at the moment. Reason for choosing CountingWorks The tools and addons with countingworks is awesome. Review Source CR Cheryl R. Administrative Assistant Accounting Used the software for: 2+ years ### "Clientwhys" October 2, 2018 5.0 The benefits are that we can send our documents through a secure portal to clients. They can send their signed documents back to us and other documents that are needed. If there is a problem with our email, website, face book or twitter they take care of it. it is a one stop company. They take the headache off us so we can continue to take care of our clients. I highly recommend ClientWhys. Pros You can send connect with your clients easily and it is safe. They take care of monthly newsletter for us and also face book posting and twitter postings. They take care of our website and it has an appointment calendar for our clients. There is a lot of information our clients can receive from all of the above. It is like one big package. Cons The least I like about the software is sometimes you have to read through a lot of information to get to the issue, but their chat line is available and helps a lot with this. They point you in the right direction. Review Source Response from CountingWorks February 3, 2022 Hi Cheryl, Thank you for your kind review! We are happy you like the value you get from our platform. We are grateful for your continued business! Best, The CountingWorks PRO Team MH Michelle H. CPA/Woner Accounting Used the software for: 6-12 months ### "Cannot get questions answered or issues resolved" March 4, 2021 1.0 I can't get questions answered or issues resolved. I have many on a list for after tax season because I just didn't have time to deal with it anymore. I asked them open ended questions about functionality only to receive one sentence responses with "have you tried this?" I have multiple clients that I can't figure out how they are in their multiple times. I have message notifications that I can't clear, the Trello connection is buggy - i"ve disconnected, I was only able to get one electronic signature to work, and when I get a lead, I get a text, but the backend won't show that a message came in, I have to manually find it through resorting the leads by date - the same way every time - and if I respond via the website, the clients response only appears via email. At this point, I see no other alternative other than to find a different provider after tax season ends because of all the issues. If I could get even decent customer service, I would stay just for the content. Pros The newsletter and customer facing functionality of the website it fantastic. Cons Software seems to have a lot of bugs. At least I have a lot of little issues all around. Alternatives considered [CPA Site Solutions](https://www.capterra.com/p/217035/CPA-Site-Solutions/) Reason for choosing CountingWorks The content, the website and the pricing was super competitive. Switched from [Firm Central](https://www.capterra.com/p/136050/Firm-Central/) Content Review Source Response from CountingWorks February 3, 2022 Hi Michelle, We are so sorry you had a negative experience with our platform. This is never our intention. If you are still a user, please reach out to us via help@countingworks.com, we would be happy to take the time to walk through any portal issues. We have recently relaunched a new and improved version of our portal that may better suit your needs. If you are interested, let us know and we would love to walk you through it! Best, The CountingWorks PRO Team GG Gregory G. Owner Accounting Used the software for: 2+ years ### "Lack of options" February 25, 2021 2.0 Very poor customer service. Take or leave it attitude. Pros Easy to change front page when needed for new info. Cons Every time any one contacts you through the website, they get added by ClientWhys as a client which increases your client list and increases the amount you are billed monthly. I want control of who is gets my added as a subscriber to my newsletter and is added as a client. Review Source Response from CountingWorks February 4, 2022 Hi Gregory, We are sorry you had a negative experience with our platform. While we do charge for usage, you always have control over your client list within your portal. If you are still a client, please let us know how we can help at help@countingworks.com. Best, The CountingWorks PRO Team LF Lisa F. President Accounting Used the software for: 2+ years ### "Long time happy customer" July 5, 2022 5.0 Good service in Support. SEO staff misses the mark. Pros Marketing process is somewhat set it and forget it. Cons Referrals from TaxBuzz goes to multiple clientwhys clients in the area. I am in a large Metroplex and that results in more competition. Reason for choosing CountingWorks I have used Clientwhys since about 2008 or 2009. Over the years they have continually improved the product to meet the needs of accounting professionals. Review Source Emily P. Tax Associate Accounting Used the software for: 1-2 years ### "Great for email blasts " February 4, 2021 5.0 During the pandemic we had a lot of related emails to send to clients. Clientwhys provided an easy option to do that. Pros This software has many features but I’ve used bulk emails the most. It’s easy to create emails and schedule them to send out on the schedule you want Cons It took some time to figure how to do things In the software but customer support was very helpful and there were plenty of online tutorials to help. Review Source Response from CountingWorks February 3, 2022 Hi Emily, Thank you for your kind feedback! We appreciate you! Best, The CountingWorks PRO Team ZE Zakaria E. Enrolled Agent Accounting Used the software for: I used a free trial ### "Good but there are other forms that can do it for less" January 29, 2022 5.0 Pros The option of having everything in one place (website, email marketing, secure portal, etc) Cons Price and offering service to other practitioners in the same area causing the posts on the website and social media to be similar and making mistakes where they tag other firms in Facebook posts and other social media. Review Source Response from CountingWorks February 3, 2022 Hi Zak, We are sorry you did not see the value in our platform. Our goal is always to produce high quality content for our clients. If there is any way we can make this right for you, let us know at help@countingworks.com. Best, The CountingWorks PRO Team KS Kristopher S. Customer Service Rep Marketing and Advertising Used the software for: Less than 6 months ### "An effective piece of client management software" July 20, 2019 5.0 Pros The interface is friendly and intuitive, and I didn't experience any bugs. Especially notable is ClientWhy's "Convert to Client" feature, which takes care of a lot of the legwork associated with converting a potential lead into a client. Cons The only drawback to ClientWyse was that after completing a data field, you had to click a button to save and move on, instead of being able to press enter to save the data and move a bit more rapidly to the next field. It's a minor drawback, and overall ClientWyse is high caliber software. Review Source Response from CountingWorks February 3, 2022 Hi Kristopher, Thank you for your kind review! We appreciate it! Best, The CountingWorks PRO Team RS Rich S. Owner Financial Services Used the software for: 2+ years ### "Nice communications features but lousy portal" November 25, 2020 2.0 Pros I love the communications features which I use each month for my newsletter and FB posts. Cons The client portal is very wonky and is not user friendly at all! Review Source Response from CountingWorks February 3, 2022 Hi Rich, Thank you for your feedback, we appreciate it! We appreciate your patience with our portal, as we have made significant changes to our platform due to our rapid growth within the last few years. We have recently launched a new and improved version of our client portal that we think you would love! If you are ever interested in giving it a try, let us know at (800) 442-2477 ext 3! We would love to walk you through and see what you think! Best, The CountingWorks PRO Team Similar Products Featured ## Related categories [Content Marketing](https://www.capterra.com/content-marketing-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.