What Is ClientWhys?

CountingWorks PRO is an all-in-one marketing automation platform and CRM, built for tax and accounting professionals. Move on from the slow, one-by-one referral mindset into the automated machine stage, where CountingWorks PRO develops your digital presence that will drive new business for years to come. The team at CountingWorks PRO promises better financial outcomes for pros and their clients. Easy communication, world class web presence, seamless video interviews, and client onboarding.

Who Uses ClientWhys?

Online marketing tool and CRM for small and medium-sized tax and accounting professionals looking to deliver a personalized client experience and digital presence to grow their practice in the digital age.

ClientWhys Details


ClientWhys videos and images

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ClientWhys Details


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Starting price


Free Version

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Free Trial

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ClientWhys deployment and support


  • Cloud, SaaS, Web-based
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Features of ClientWhys

  • AB Testing
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audience Targeting
  • Brand Management
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Categorisation/Grouping
  • Content Library
  • Content Management
  • Conversion Rate Optimisation
  • Conversion Tracking
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Data Visualisation
  • Distribution Management
  • Drag & Drop
  • Editorial Calendar
  • Email Marketing
  • Engagement Tracking
  • Filtering
  • Interactive Content
  • Monitoring
  • Multi-Channel Campaigns
  • Multi-Channel Marketing
  • Publish Scheduling
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • SEO Management
  • Social Advertising
  • Social Media Integration
  • Social Media Management
  • Social Media Monitoring
  • Social Promotion
  • Tagging
  • Template Management
  • Third Party Integrations
  • Video Management
  • Visual Analytics
  • Website Analytics
  • Workflow Management

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Reviews of ClientWhys

Read all 8 reviews

Average score

Ease of Use
Customer Service
Value for Money

Reviews by score


Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Emily P.
Emily P.
Tax Associate in US
Verified LinkedIn User
Accounting, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source

Great for email blasts

5 10 months ago

Comments: During the pandemic we had a lot of related emails to send to clients. Clientwhys provided an easy option to do that.


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


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.

Jennifer M.
Office Manager in US
Accounting, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source


5 10 months ago

Comments: 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.


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


So far I have not found any dislikes with this software, the other employees here enjoy its ease of use.

Dianette B.
Dianette B.
Owner in US
Verified LinkedIn User
Financial Services, Self Employed
Used the Software for: 6-12 months
Reviewer Source

ClientWhys for TaxSlayer

4 2 months ago New

Comments: I really enjoyed the platform and how much content it produced


I liked the website creation the most. I had a chatbot, along with links to all my products and services. Very professional


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.

Michelle H.
CPA/Woner in US
Accounting, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Cannot get questions answered or issues resolved

1 9 months ago

Comments: 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.


The newsletter and customer facing functionality of the website it fantastic.


Software seems to have a lot of bugs. At least I have a lot of little issues all around.

Cheryl R.
Administrative Assistant in US
Accounting, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source


5 3 years ago

Comments: 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.


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.


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.