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Frequently Asked Questions
Cloud plan
Is there a free trial?
Yes, 30 days, no credit card required. Your trial includes initial template setup so you can test Countable on a real engagement before committing.
Is there a setup fee?
No setup fee on standard plans. Accelerate implementations with deep migration or custom template configuration may include a scoped onboarding engagement, discussed upfront.
Can I switch plans later?
Yes. Upgrade anytime, the prorated difference applies immediately. Monthly plans cancel anytime. Annual plans can be upgraded with the balance applied to the new tier.
How does annual vs monthly billing work?
Monthly billing charges your card each month at the full monthly rate. Annual billing is charged upfront for 12 months at a 15% discount. No lock-in on monthly, cancel anytime.
Is client data stored in Canada?
Yes. All client data is stored in Canada to meet Canadian data residency requirements.
Do you support QBO, Xero, Sage, and CaseWare migration?
Yes. Countable connects to QBO, Xero, Sage Business Cloud, and QuickBooks Desktop. We help firms migrate from CaseWare and desktop workflows with structured setup, template configuration, and validation.
Do you offer volume or multi-office discounts?
Yes. Firms with multiple offices, 200+ engagements, or enterprise needs should contact us for custom pricing. Multi-letterhead and French language support are available on Accelerate.
How is Countable different from what I'm using today?
Most legacy platforms were built for desktop workflows with expensive per-module licensing. Countable is cloud-native, per-user, and built around modern engagement workflows from day one.
Flex
Is Flex available on all plans?
Yes, Flex is available to every Countable customer. Ignite and Accelerate customers get priority staff matching and faster turnaround. First engagement is free on any plan.
What does Flex cover?
Flex covers compilation and tax engagements, delivered by Countable-trained staff inside your files. Commit to 12, 24, 36, or 48 engagements annually to lock in your rate. All work delivered within two weeks. See full details on the Flex page