FREQUENTLY ASKED QUESTIONS
WHAT IS COUNTABLE?
What is Countable used for?
Countable is an end-to-end cloud-based platform 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.
What kind of accounting firms would benefit from using Countable?
Countable is perfect for any small to medium size accounting firm, built for those who want to increase productivity and work smarter.
Can I complete a Notice To Reader from start to finish with Countable?
Yes, you can. Everything you need for your NTR is conveniently located in one central place. You can store documents, collaborate with your team and client, and sign off directly on the platform.
Is Countable only used for NTRs?
Absolutely not. Countable is a powerful, end-to-end platform 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 platform can be customized to suit your needs, feel free to book a meeting here.
Is there a free trial period and how do I sign up?
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.
How do I continue using Countable after the trial runs out?
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.
What are my options if I don’t want to continue on after my trial period runs out?
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.
Which plan is right for my firm?
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.
Which staff in my firm should I create an account for?
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.
Which browsers can I use with Countable?
Countable is compatible with most browsers, including Safari, Chrome and Microsoft Edge.
BILLING & ACCOUNT
How am I billed?
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.
Will I get setup assistance and ongoing support for free?
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.
Do I pay anything extra for the cloud storage?
Nope, we provide cloud storage free of charge. We promise you’ll never have to worry about running out of space.
How do I cancel my Countable account if I decide it isn’t right for me?
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.
FEATURES AND INTEGRATIONS
Can I control what my employees can access?
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.
How do I collaborate with my client?
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.
Can Countable integrate with my client’s bookkeeping system?
Absolutely. Countable is integrated with Xero and Quickbooks. You can automatically sync up their bookkeeping and access any financial information you need through our platform. If you’re using a different bookkeeping system, you can request for it to be integrated.
Can I connect MS Office 365 with Countable?
Yes, Countable is fully integrated with MS Office 365 (Excel and Word). You can view and edit your documents directly on the platform as long as you have an MS Office 365 license. Otherwise, you can store them on the platform and download them in any format you want.
Can my client provide their esignature directly on the platform?
Not yet but stay tuned. This feature will be available on our platform by June 2021.
Am I entitled to platform upgrades and how do I upgrade?
You’ll always be the first person to know. The best part about a cloud-based platform is that you’re always using the latest version. Updates happen automatically and won’t affect your data in the slightest. If the platform 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.
Can I request new integrations?
Please do! We take feedback very seriously and are always looking to improve our platform. You can email us at firstname.lastname@example.org or fill out the Feedback Form under Help>Leave Feedback on the platform.