

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 |