FIND IT ALL, IN ONE PLACE.
What do you need to do in order to complete engagements?
Communicate with clients and your team, access documents, procure e-signatures, customize financial statements, auto-fill forms with information you already have, check your work against CPA-required checklists. Oh, and manage the firm. Does that about cover it?
With Countable, there’s no need to switch between programs or even check your email.
| FEATURE TYPE | FEATURE | INCLUDED IN PLAN |
|---|---|---|
| Work | One-time template setup | |
| Work | Link with client bookkeeping systems | |
| Work | Auto-fill fields and charts | |
| Work | Auto-populate lead sheets & financial statements | |
| Work | Notes to financial statement | |
| Work | CPA Checklists | |
| Work | Automated time tracking | |
| Collaboration | Unified dashboard | |
| Collaboration | Changes and comments in real time | |
| Collaboration | Track all activities | |
| Collaboration | Control employee access | |
| Collaboration | Control client access | |
| Collaboration | Centralize Communication | |
| Collaboration | Get client documents faster | |
| Collaboration | Post adjusting entries | |
| Collaboration | Get e-signatures directly on the tool | |
| Compatibility | Browser | |
| Compatibility | Accounting Software: Xero, QuickBooks, and Sage | |
| Compatibility | Office Software | |
| Support | Explainer Videos | |
| Affordability | No up-front videos | |
| Affordability | Pay per user |