Mid-market & Enterprise
Co-build the future of your firm.
A partnership for the next few decades, phased transition off legacy desktop tools, founder access, and a platform shaped around your firm.
Phased migrationFounder + dedicated CSMCustom-built for your industriesBuilt for the next generation
Our approach
Built for the next 20 years.
Not the next quote.
We don't show up with a deck. We show up with a question:
what should your firm look like in 2035?
Co-built with your firm
Phased at your pace
Built for decades
Founder-led partnership
What partnership looks like
Four commitments
we make to every firm we work with.
01Phased migration
File-by-file. Season-by-season.
Transition at a pace your firm can absorb.
- Start with one industry. 50 files in season one. Lowest-risk part of your book.
- Parallel run during transition. Legacy and Countable side-by-side until you're ready.
- Migrate around busy season. Year-end is sacred. We work around your calendar.
Three-year transition plan
No big-bang migration
Year 1 Pilot
15%
One industry · 50 to 100 files · parallel run
Year 2 Expand
50%
Pilot office · all industries · more reviewers
Year 3 Firm-wide
85%
System of record · legacy archived
CountableLegacy desktop
02Founder & CSM access
Direct line to the founder.
Roadmap that ships what you need.
You talk to the people building the product. Weekly.
- Dedicated CSM, embedded with product.
Your priorities reach engineering weekly. - Quarterly roadmap reviews with the founder.
Tell us what's missing. We build it. - Founding-firm status.
First access to new modules and Luka capabilities.
Countable team
F
Founder
Strategic roadmap · quarterly
CSM
Dedicated CSM
Weekly · embedded with product
P
Product & engineering
Your priorities → our roadmap
YF
Your firm
Partners · IT · power users
Priorities, edge cases, and growth plans feed directly into what ships next.
03Custom-built for your industries
Templates that match your book.
We keep customizing by industry, the platform gets sharper every year you're on it.
- Industry intake with your senior partners. Your standards, your workflow, captured.
- Regional intelligence built in. Province- and state-specific tax, regulatory, disclosure.
- Sharper every season. Templates evolve with your firm. Your IP, your way.
Prairies & Mountain West
AgricultureEnergy & resourcesRanching co-ops
Central & Northeast
Real estate & REITsManufacturingProfessional services
South & West Coast
Technology & SaaSHealthcare practicesHospitality
Scoped to your firm's actual book of business.
04Next-generation workforce
The tools that win you
the next decade of talent.
New accountants judge your firm by what you put in front of them in week one. Make modernization a recruiting advantage.
- Role-based training paths. Partners, managers, seniors, juniors, each focused on the work they actually do.
- Year-one training included. Onboarding, templates, refreshers, built into the partnership.
- Career pathing into advisory. AI handles prep. Your team does the work they came for.
73%
of Gen Z accounting candidates say tech stack influences whether they accept an offer
Partners
Firm-wide visibility · review dashboards
Managers
Workflow ownership · team coaching
Seniors
Engagement leadership · advisory shift
Juniors & new hires
Day-1 productive · zero re-entry
The table stakes, handled.
SOC 2 Type II
CA & US data residency
Multi-office capability
99.9% uptime SLA
Audit-grade trails
Open API · SSO/SAML
Start the conversation
The next decade of your firm
won't be decided in a demo.
Just the people building Countable and the people leading your firm.
Founder-led
Talk to the founder
A direct conversation about where you are, where you want to be in ten years, and whether Countable is the right partner.
- 30 to 45 minute call
- Founder + partners only
- A real conversation
A
Atin Gupta