Countable guides you through every step, from start to finish.
1
ONBOARDING IS QUICK AND EASY.
1
ONBOARDING IS QUICK AND EASY.
Simple setup.
With a 4-step onboarding process, making the switch is painless. Just input or upload your firm’s information, upload your client list and invite your team and clients.
Simple setup.
With a 4-step onboarding process, making the switch is painless. Just input or upload your firm’s information, upload your client list and invite your team and clients.
Simple to use.
We’ve created a friendly, intuitive interface built for even the most technically challenged. We haven’t changed the way you do engagements, we’ve just made it easy.
Simple to use.
We’ve created a friendly, intuitive interface built for even the most technically challenged. We haven’t changed the way you do engagements, we’ve just made it easy.
Simple to learn.
Our tutorials are embedded right in the platform, so you don’t need hours of staff training or a dedicated expert. If you do need extra help, we’re always happy to conference in.
Simple to learn.
Our tutorials are embedded right in the platform, so you don’t need hours of staff training or a dedicated expert. If you do need extra help, we’re always happy to conference in.
One-time template setup.
Select a template and it auto-fills with the info you’ve already provided. Once set up, templates are available for the whole firm to use, including roll-forward templates with all work saved, ready for use year after year.
One-time template setup.
Select a template and it auto-fills with the info you’ve already provided. Once set up, templates are available for the whole firm to use, including roll-forward templates with all work saved, ready for use year after year.
2
ENGAGEMENT KICK-OFF
AT WARP SPEED.
All you have to do is provide key engagement details, load the client’s existing information from your database and assign a team. You can even determine how many hours to allocate based on your client’s budget and the staff hourly rates, which are already on the platform.
2
ENGAGEMENT KICK-OFF
AT WARP SPEED.
All you have to do is provide key engagement details, load the client’s existing information from your database and assign a team. You can even determine how many hours to allocate based on your client’s budget and the staff hourly rates, which are already on the platform.
Compliance checklist included.
Every CPA-required checklist you need is embedded within each engagement.
Compliance checklist included.
Every CPA-required checklist you need is embedded within each engagement.
3
AUTOMATICALLY CONNECT AND COMPLETE YOUR ENAGAGEMENT WORK.
3
AUTOMATICALLY CONNECT AND COMPLETE YOUR ENAGAGEMENT WORK.
Link with your client bookkeeping systems.
Our platform syncs up with client bookkeeping so you can access all key financial information in one place.
Link with your client bookkeeping systems.
Our platform syncs up with client bookkeeping so you can access all key financial information in one place.
GENERATE LEAD SHEETS AND FINANCIAL STATEMENTS IN SECONDS.
Why finish everything in sequence? The second you import the trial balance, Countable maps it out, populates all relevant lead sheets and prepares draft financial statements.
GENERATE LEAD SHEETS AND FINANCIAL STATEMENTS IN SECONDS.
Why finish everything in sequence? The second you import the trial balance, Countable maps it out, populates all relevant lead sheets and prepares draft financial statements.
Fields and charts automatically filled and placed in sequence.
Watch your financial statements update in real time as you adjust entries. Just add relevant supporting work papers and sign off.
Fields and charts automatically filled and placed in sequence.
Watch your financial statements update in real time as you adjust entries. Just add relevant supporting work papers and sign off.
NOTES TO FINANCIAL STATEMENT.
Add, re-order or delete notes to a financial statement on any engagement, quickly and simply.
One-click tax prep.
Export mapped data for tax filings in one click.
4
CENTRALIZE EVERYTHING.
Everything from document handling to client communication is done in one central place. There’s no need to open another program.
4
CENTRALIZE EVERYTHING.
Everything from document handling to client communication is done in one central place. There’s no need to open another program.
Included cloud-based document repository.
At no extra cost, store all your firm and client documents safely online where you can easily find documents directly on any engagement to be used or adjusted as you need.
Included cloud-based document repository.
At no extra cost, store all your firm and client documents safely online where you can easily find documents directly on any engagement to be used or adjusted as you need.
Convenient sign-offs for your team and client.
Colour-coded sign-offs are conveniently available across the platform. Sign off on one working paper at a time, or on the whole file.
Convenient sign-offs for your team and client.
Colour-coded sign-offs are conveniently available across the platform. Sign off on one working paper at a time, or on the whole file.
Easy, accurate time tracking.
Your team’s hours are automatically logged for each project whenever that project account is opened.
Easy, accurate time tracking.
Your team’s hours are automatically logged for each project whenever that project account is opened.
5
KEEP EVERYONE IN THE LOOP.
5
KEEP EVERYONE IN THE LOOP.
A client interface you control.
Keep all client communication centralized and organized. Your client can fulfill document requests, make comments on shared documents and sign off. All documents are organized by section, making it clear which documents are still needed. Clients only have limited access to information that’s relevant to them, keeping your work process between you and your team.
Get client documents immediately.
Start requesting documents for the entire engagement right away, not just as needed. No more email reminders. Every document request is time-boxed. A due date and priority level can be specified, and reminders are sent directly on the platform.
Collaborate on one unified dashboard.
Make comments to your team or client directly on a specific section and flag issues that must get cleared during the sign-off process.
A client interface you control.
Keep all client communication centralized and organized. Your client can fulfill document requests, make comments on shared documents and sign off. All documents are organized by section, making it clear which documents are still needed. Clients only have limited access to information that’s relevant to them, keeping your work process between you and your team.
Get client documents immediately.
Start requesting documents for the entire engagement right away, not just as needed. No more email reminders. Every document request is time-boxed. A due date and priority level can be specified, and reminders are sent directly on the platform.
Collaborate on one unified dashboard.
Make comments to your team or client directly on a specific section and flag issues that must get cleared during the sign-off process.
6
USE THE POWER OF THE CLOUD.
6
USE THE POWER OF THE CLOUD.
Don’t be bound by the office!
Do your work 100% securely from anywhere in the world.
Everything is saved automatically and internet-accessible from your laptop.
Collaborate with your team in real-time, wherever you happen to be.
Don’t be bound by the office!
Do your work 100% securely from anywhere in the world.
Everything is saved automatically and internet-accessible from your laptop.
Collaborate with your team in real-time, wherever you happen to be.
7
Keep private files private.
We follow a strict set of guidelines and practices to protect all of your private information. We never share your information with third parties for their business or personal use.
Learn more about our commitment to your security.