As we enter unprecedented times, we wanted to share our game plan in helping guide your practice through the Coronavirus disease (COVID-19) emergency.

CountingWorks PRO is a distributed work company with employees throughout the country. We already shut down our HQ and have transitioned to a 100% remote workforce for the foreseeable future. There will be no difference in our support or capabilities.

As for the CountingWorks PRO marketing platform...

We are actively monitoring fiscal and IRS policy changes and will provide client-facing content as things are finalized. There are a lot of rumors and announcement changes that are lacking detail. We are refraining from publishing this content until we have more clarity and official confirmation from the appropriate sources.

In addition, we know every practice is different and is setting up its unique office policies to meet the challenges ahead. To save some of you time, we have developed a free email message that can be edited and used as a template to establish your policy. This content is loaded in your Communications tab > Greetings and in the Marketing library > Articles.

We do recommend you lean more on our digital offerings like the client portal, E-Sign, and email communication tools during this time. If you need any assistance, please contact [email protected] or call us at 1-800-442-2477 x4.

With a major challenge like this, your role as your clients’ most trusted advisor is more important than ever. Whether that be guiding your clients through possible tax breaks and tax planning or helping your business clients through business and cash flow disruption, it is important that you continue to share your knowledge and support your clients.

We hope everyone is staying safe and healthy and following best practices on office hygiene.

As your partner, we are here to support you and your clients during this trying time.

All the best,

The CountingWorks PRO Team

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