Countable guides you through every step, from start to finish.
1
Quick and easy onboarding you won’t dread.
1
Quick and easy onboarding you won’t dread.
Simple 4-step onboarding process
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 4-step onboarding process
Making the switch is painless. Simply input or upload your firm’s information, upload your client’s documents and invite your team and clients. The entire process doesn’t leave the platform.
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 simplified it, staying true to the process you know.
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 simplified it, staying true to the process you know.
Simple to learn.
Our tutorials are embedded right in the tool, so you don’t need hours of staff training or a dedicated expert.
If you do need extra help, we’re always happy to chat.
Simple to learn.
Our tutorials are embedded right in the platform, so you don’t need hours of staff training or a dedicated expert.
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.
Take one of our preloaded CPA certified templates or create one from scratch directly on the platform. Now they’re available for the whole firm to use. Just select one and it will get filled out automatically with the info you’ve already provided.
2
Engagement kick-off
at warp speed.
All you have to do is provide the 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 tool.
2
Engagement kick-off
at warp speed.
All you have to do is provide the 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.
Complete your compliance checklist on the tool.
No need to visit the CPA website. Every CPA required checklist you need is embedded right inside each engagement.
Complete your compliance checklist on the platform.
No need to visit the CPA website. Every CPA required checklist you need is embedded right inside each engagement.
3
Automatically connect and complete your engagement work.
3
Automatically connect and complete your engagement work.
Link with your client’s bookkeeping system.
Our tool syncs up with your client’s bookkeeping so you can access all pertinent financial information all in one place.
Link with your client’s bookkeeping system.
Our platform syncs up with your client’s bookkeeping so you can access all pertinent financial information all 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 in seconds.
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 in seconds.
All fields and charts automatically filled and placed in sequence.
Watch your financial statements update as you adjust entries. Just add relevant supporting work papers and sign off.
All fields and charts automatically filled and placed in sequence.
Watch your financial statements update as you adjust entries. Just add relevant supporting work papers and sign off.
4
Centralize everything.
There’s no need to open another program. Everything from document handling to client communication is done in one place.
4
Centralize everything.
There’s no need to open another program. Everything from document handling to client communication is done in one place.
Goodbye private server. Hello document repository.
Store all your firm and client documents safely in the cloud. Find documents directly on an engagement, which can be used or adjusted as needed.
Goodbye private server. Hello document repository.
Store all your firm and client documents safely in the cloud. Find documents directly on an engagement, which can be used or adjusted as needed.
Colour-coded sign-offs for your team and client.
Sign-offs are conveniently available across the tool. Sign off on one working paper at a time or on the whole file.
Colour-coded sign-offs for your team and client.
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’ll both love.
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 sooner. No more email reminders
Start requesting documents for the entire engagement right away, not just as needed. Send a reminder directly on the tool. Every document request is time-boxed and has the option to specify the due date and priority level.
Collaborate on one unified dashboard.
Make comments to your team or client directly on a specific section. Flag an issue that must get cleared during the sign-off process.
A client interface you’ll both love.
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 sooner. No more email reminders
Start requesting documents for the entire engagement right away, not just as needed. Send a reminder directly on the platform. Every document request is time-boxed and has the option to specify the due date and priority level.
Collaborate on one unified dashboard.
Make comments to your team or client directly on a specific section. Flag an issue that must get cleared during the sign-off process.
6
Use the power of the cloud
6
Use the power of the cloud
Collaborate with your team in real-time, wherever you happen to be.
Do your work 100% securely from anywhere in the world.
Everything is saved automatically and internet-accessible from your laptop.
Don’t be bound by the office!
Collaborate with your team in real-time, wherever you happen to be.
Do your work 100% securely from anywhere in the world.
Everything is saved automatically and internet-accessible from your laptop.
Don’t be bound by the office!
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.
Schedule a
demo now
Our team is happy to walk you through the Countable tool and answer your questions.