Countable is an end-to-end cloud-based tool that makes engagements simpler for small to medium-sized accounting firms. It’s built by CPAs for CPAs. Its integrated dashboard centralizes email, document storage, engagement management and automation software and much more. Schedule a call with us today to learn more about how Countable can be tailored to your business needs.

Countable is perfect for any small to medium-size accounting firm, built for those who want to increase productivity and work smarter.

Yes, you can. Everything you need for your compilations is conveniently located in one central place. You can store documents, collaborate with your team and client, and sign off directly on the tool.

Absolutely not. Countable is a powerful, end-to-end tool suitable for everyone in your firm. It acts as a central hub, so that you can store all your documents and resources, manage your engagements and communicate with your team and clients all in one place. If you want to learn about how the tool can be customized to suit your needs, feel free to book a meeting here.

Yup. Try Countable for free for 30 days with no strings attached – we won’t charge your card. Once you click the Sign-Up button up top, just enter your name, email address, choose a password and you’re good to go.

Once your trial period finishes, you will be directed to a payment page where you can upgrade to a paid account and continue to enjoy the benefits with no interruption. You can choose to register at any point during the trial with just a few clicks. However, we recommend taking advantage of our free trial period as it gives you complete access at no additional charge.

You can permanently delete your account, but keep in mind that all your data will be lost. You can always put your account on pause instead of deleting it, which will save all your settings if and when you decide to jump back in.

All plans have the same access to our wide range of features. We typically recommend the Limitless plan for most firms. Firms of less than 3 people and under 100 engagements might benefit more from the Starter plan.

We recommend creating an account for every team member to take full advantage of the features. The beauty of using Countable is that it offers a central online hub for everyone to communicate and access firm resources.

Countable is compatible with most browsers, including Safari, Chrome and Microsoft Edge.

We will automatically charge your credit card at the beginning of every month, and email you a receipt after the payment has been processed. You can also access your invoice and receipt online, under Settings > Billing.

For Starter Plan only: We’ll include the additional charge for each new engagement on the next month’s bill.

You betcha. You have unlimited access to our support team. Our friendly support team is available 10 hours a day/5 days a week to assist you with anything you need.

Nope, we provide cloud storage free of charge. We promise you’ll never have to worry about running out of space.

It’s easy to cancel (but we’ll be sad to see you go). Click Settings in the top right corner of your account. Select Billing and find the “Delete Account” option at the bottom of the billing page.

You can adjust any user’s access level at any time by going to Settings>User and Access, selecting the team member and clicking the Edit icon on the far right.

Your client can access their very own Client Portal, where they can upload documents (and get reminders about missing documents), make comments on engagement letters and documents as well as sign off. You have complete control over what they have access to and can adjust their privacy settings at any time.

Absolutely. Countable is integrated with Xero, Sage, and Quickbooks. You can automatically sync up their bookkeeping and access any financial information you need through our tool. If you’re using a different bookkeeping system, you can request for it to be integrated.

Yes, Countable is fully integrated with MS Office 365 (Excel and Word). You can view and edit your documents directly on the tool as long as you have an MS Office 365 license. Otherwise, you can store them on the tool and download them in any format you want.

Yes, we are CSRS 4200 compliant. Users with a PEG/PACT subscription can access the Checklist and Notes to Financial Statements library derived from CPA Canada.

Countable has enhanced the trial balance mapping experience by enabling bulk mapping. This ensures a quicker mapping process and as few unmapped items as possible.

Yes, Countable enables users to approve and push back selected journal entries into Xero, QBO, and Sage after the engagement is completed. This ensures that the Xero and QBO finalized trial balance matches with your finalized financial statements and tax returns at year-end. It thereby prevents any retained earnings reconciliation differences next year if you forget to post the year-end adjusting entries or incorrectly post them.

You’ll always be the first person to know. The best part about a cloud-based tool is that you’re always using the latest version. Updates happen automatically and won’t affect your data in the slightest. If the tool has been updated, you’ll see a message when you log in. If you like to stay tuned with what’s coming in the next few quarters, don’t forget to sign up for our regular updates.

Please do! We take feedback very seriously and are always looking to improve our tool. You can email us at support@countable.co or fill out the Feedback Form under Help > Leave Feedback on the tool.

The Countable Founders Club (CFC) is an invite-only cohort of innovative and collaborative individuals from
the accounting community. The membership is on a first-come, first-serve basis, open to the first 100
accounting firms. Learn more