★★★★★
4.2x more files per senior
"I went from 22 year-end clients to 47 in one season, same hours, no new staff. The portal alone paid for itself in week two."
SR
Sarah R., CPA
Solo Practitioner, Ontario
Year-end engagement platform built for CPA firms
Year-end engagements, automated.
On the cloud. Powered by AI.
The modern working-paper platform that replaces legacy desktop tools, automating prep so your firm can take on more engagements, faster reviews, and higher margin per file.
45-min onboardingGo live within a dayUnlimited support & template setupYear-one training included
4.1 hrs saved per file2 to 3× engagement capacityNo setup fees
The hidden cost of legacy year-end software
Every engagement leaks 8 hours to rework, chasing, and re-imports.
Desktop tools, email-driven collection, and manual mapping quietly absorb 40% of every file, before your team adds a single dollar of judgment.
Per engagement · 20 hr avg file
Client data chasing2.5 hrs
Data cleanup & mapping2.0 hrs
Rework from source changes2.0 hrs
Extra review rounds1.5 hrs
8 hrs
lost per engagement40% of every file
$1,000
cost per engagementat $125/hr blended
0%
billable recoverythis work is never billed
At 100 engagements per year
800
hrs lost
$100K
capacity leaked
0.4 FTE
absorbed by rework
You’re effectively paying for half a full-time staff member in wasted rework, every year.
Where the 8 hours go, and how Countable gets them back.
01Collection
Today
Data lives on the client’s desktop
PBC lists by email, status by phone, files dribble in over weeks.
− 2.5 hrs chasing
With Countable
Client data flows in automatically
Direct connections to QBO, Xero, banks, payroll. Status visible to everyone.
+ 2.5 hrs recovered
02Preparation
Today
Hours cleaning before real work starts
Manual mapping, trial balance imports, rework every time source data changes.
− 4 hrs rework
With Countable
AI drafts the file, you review it
Luka maps GL, builds working papers, flags exceptions. Your team starts at review.
+ 4 hrs recovered
03Review & Delivery
Today
Issues surface in the final review
Partners catch problems on day-of, sending files back through prep cycles.
− 1.5 hrs extra reviews
With Countable
Partner in control from day one
Real-time progress, exception flags, and reviewer notes throughout, not at the end.
+ 1.5 hrs recovered
Countable is the one stop solution.
The world's first platform thatbrings Cloud, AI and managedservices into one system,purpose-built to expand firm capacity.
Your Entire Year-End Workflow. One connected system.
Countable gives your firm a proven workflow foundation, then layers AI on top to do the heavy lifting automatically.
QBQuickbooks
XXero
SSage
PDFPDF Files
DClient Docs
XLExcel
COUNTABLE
Luka Processing ...
0%
Processing now
Chart of accounts
Trial Balance
Working Papers
Compliance Checks
Exceptions flagged
3 material items surfaced for review before staff touch the file.
Drafts prepared
Support schedules and working paper shells built to firm format.
Mapped
Generated
Checked
Complete File, Ready for Review
CPAs sign off
Everything modern firms need to close engagements.
Countable combines platform workflows, AI preparation, and flexible capacity.
Auto-advances in 5s
Cloud-native platform
Every file, every partner, every engagement, in one platform. Real-time, anywhere.
✓QBO & Xero integrated, live sync
✓End-to-end file management
✓Custom templates, build once, reuse forever
✓Financial statements, one click
Cloud Workspace
Live sync active
Connected sources
QBQuickBooks
XEXero
FDFile Docs
Engagement status
Compliance checklistSynced
Template appliedReady
Statement draftLive
Reusable templates
Compilation template
Client request list
Filing package
One-click outputs
Financial statements92%
Letters & reports76%
Final package88%
Built for every practice size.
The same platform underneath, tuned to what matters most for your size and growth stage.
Solo & Micro
Run a bigger CPA practice.
Without hiring before you're ready.
Countable gives solo and micro practices the working paper automation, client portal, and on-demand capacity to take on more year-end work without adding payroll, overtime, or admin chaos.
What matters most for you
Cloud PlatformCore
Luka AIHigh
Flex ResourcesCore
Not sure which plan fits your firm? Most firms find their fit in a 15-minute call. We'll walk you through the right setup for your size, engagement mix, and growth plan.
Book a 15-min call →Switching from desktop software? We make it easy.
Most firms are still running year-end on desktop software. Moving to Countable takes days, not months, and we're with you every step of the way.
01
Up and running. In days, not months.
No lengthy implementation projects. No IT department required. Your team logs in, connects your accounting software, and starts closing files, often within the same week.
✓Guided setup wizard, under 30 minutes to first engagement
✓QBO and Xero connect in one click, data syncs automatically
✓Pre-built templates for compilations, reviews & tax ready on day one
✓Dedicated onboarding specialist walks your team through setup
Custom Reports
Download Reports
Sales Report.xlsx
What Our Customers Say
Real feedback from CPA firms using Countable to modernize their practice.
★★★★★
4.2x more files per senior
"I went from 22 year-end clients to 47 in one season, same hours, no new staff. The portal alone paid for itself in week two."
SR
Sarah R., CPA
Solo Practitioner, Ontario
★★★★★
6 hrs to 45 min per engagement
"Our team went from drowning in December to finishing ahead of schedule. Countable standardized our entire process."
MT
Marcus T., CPA, CA
Partner, 7-person firm, BC
★★★★★
89% fewer document follow-ups
"Luka AI generated our working papers in 40 minutes. I reviewed, signed off, and delivered, all before lunch."
AK
Anita K., CPA
Managing Partner, Alberta
★★★★★
ROI clear within first month
"We used to dread year-end. Now it is our most profitable time of year. The ROI was clear within the first month."
JL
James L., CPA
Director, Ontario Mid-Market Firm, Ontario
★★★★★
40 min vs 6 hrs per file
"The migration took a day. By week two, we were faster than we had ever been. Zero regrets."
CB
Claire B., CPA
Co-founder, 4-person firm, Quebec
★★★★★
Cloud-native compilation workflow
"Ease of cloud-based use and linkable to Xero and QBO. I can customize statements by adding headers and subtitles, and the notes master templates are formatted in a way that is more usable for our needs."
DS
Danielle S.
Teaching Assistant
★★★★★
Compilation time cut by 70%+
"Countable has made our compilation engagements significantly faster. The interface is clean and intuitive. Pulling in trial balances and generating financial statements takes a fraction of the time it used to."
SP
Sebastien P.
Owner
★★★★★
4.2x more files per senior
"I went from 22 year-end clients to 47 in one season, same hours, no new staff. The portal alone paid for itself in week two."
SR
Sarah R., CPA
Solo Practitioner, Ontario
★★★★★
6 hrs to 45 min per engagement
"Our team went from drowning in December to finishing ahead of schedule. Countable standardized our entire process."
MT
Marcus T., CPA, CA
Partner, 7-person firm, BC
★★★★★
89% fewer document follow-ups
"Luka AI generated our working papers in 40 minutes. I reviewed, signed off, and delivered, all before lunch."
AK
Anita K., CPA
Managing Partner, Alberta
★★★★★
ROI clear within first month
"We used to dread year-end. Now it is our most profitable time of year. The ROI was clear within the first month."
JL
James L., CPA
Director, Ontario Mid-Market Firm, Ontario
★★★★★
40 min vs 6 hrs per file
"The migration took a day. By week two, we were faster than we had ever been. Zero regrets."
CB
Claire B., CPA
Co-founder, 4-person firm, Quebec
★★★★★
Cloud-native compilation workflow
"Ease of cloud-based use and linkable to Xero and QBO. I can customize statements by adding headers and subtitles, and the notes master templates are formatted in a way that is more usable for our needs."
DS
Danielle S.
Teaching Assistant
★★★★★
Compilation time cut by 70%+
"Countable has made our compilation engagements significantly faster. The interface is clean and intuitive. Pulling in trial balances and generating financial statements takes a fraction of the time it used to."
SP
Sebastien P.
Owner
★★★★★
Cornerstone of our practice
"The ease of use, adaptability and excellent customer support. This software has become one of the cornerstones of our practice."
DL
Dan L.
President and Founder
★★★★★
QBO integration, instant trial balance
"I love how Countable connects right with QBO. It pulls in the trial balance for me and posting back year-end entries is super quick and easy. They are always updating and adding new features, especially with AI, which keeps making the process faster and smarter."
AS
Alyssa S., CPA
Founder and Principal CPA
★★★★★
Best value for money
"Countable allows for the generation of financial statements that comply with the accounting standards of our region and for the completion of corporate tax returns. Once the template is set up, it becomes easier to produce the tax return. This allows us to save time."
DB
Diane B.
Actionnaire, Directrice, CPB
★★★★★
Up and running in 10 minutes
"Setup was a breeze. Up and running in just 10 minutes, ready for my first client. With auto-mapping hitting over 80% accuracy, mapping trial balances is fast and painless. Countable standardizes file prep, slashes errors, and eliminates manual headaches."
AS
Angus S.
President
★★★★★
Year-end prep simplified
"I recently started using it for year-end prep, as I do not do audits or reviews. The more familiar I become with the software, the more I like it."
CD
Christina D.
Owner
★★★★★
CSRS 4200 compliance built in
"As a sole practitioner, I valued its online format over costly desktop software. Countable streamlines CSRS 4200 compilations with direct integration to PACT/PEG checklists. The document repository keeps all files in one place, simplifying inspection submissions."
MR
Michelle R.
Practitioner/Owner, Saskatchewan
★★★★★
AI-powered working papers
"I really appreciate how easy it is to navigate, and I find the new AI features quite impressive. It integrates with accounting software, which makes managing my tasks much more convenient."
LT
Linda T.
Firm Owner
★★★★★
Cornerstone of our practice
"The ease of use, adaptability and excellent customer support. This software has become one of the cornerstones of our practice."
DL
Dan L.
President and Founder
★★★★★
QBO integration, instant trial balance
"I love how Countable connects right with QBO. It pulls in the trial balance for me and posting back year-end entries is super quick and easy. They are always updating and adding new features, especially with AI, which keeps making the process faster and smarter."
AS
Alyssa S., CPA
Founder and Principal CPA
★★★★★
Best value for money
"Countable allows for the generation of financial statements that comply with the accounting standards of our region and for the completion of corporate tax returns. Once the template is set up, it becomes easier to produce the tax return. This allows us to save time."
DB
Diane B.
Actionnaire, Directrice, CPB
★★★★★
Up and running in 10 minutes
"Setup was a breeze. Up and running in just 10 minutes, ready for my first client. With auto-mapping hitting over 80% accuracy, mapping trial balances is fast and painless. Countable standardizes file prep, slashes errors, and eliminates manual headaches."
AS
Angus S.
President
★★★★★
Year-end prep simplified
"I recently started using it for year-end prep, as I do not do audits or reviews. The more familiar I become with the software, the more I like it."
CD
Christina D.
Owner
★★★★★
CSRS 4200 compliance built in
"As a sole practitioner, I valued its online format over costly desktop software. Countable streamlines CSRS 4200 compilations with direct integration to PACT/PEG checklists. The document repository keeps all files in one place, simplifying inspection submissions."
MR
Michelle R.
Practitioner/Owner, Saskatchewan
★★★★★
AI-powered working papers
"I really appreciate how easy it is to navigate, and I find the new AI features quite impressive. It integrates with accounting software, which makes managing my tasks much more convenient."
LT
Linda T.
Firm Owner
0k
Engagements processed
and growing
and growing
0%
Reduction in prep time
average across all firms
average across all firms
0x
More files per staff member
same team, more output
same team, more output
Average firm rating
from accounting users
from accounting users
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headcount.
See how Countable cuts year-end prep time, eliminates re-entry, and gives your team back the hours they spend on manual work.