Webinar: Platform Walk-Through

New technology can be intimidating, but Countable is not. Our experts are eager to show you all the exciting platform features that make your life easier, not harder. Grab your lunch and join us for a no-commitment, no-hassle webinar and see if Countable is right for your firm. Time: Second Wednesday of every month starting May 12, 2021 from 1-2 pm EST A few features we’ll cover:
  • Firm onboarding
  • General overview (settings, dashboard, etc)
  • Create engagement
  • Engagement features
  • Client workflow/request list
  • Workbook – FS preparation
  • Microsoft Office integration
  • Completion and sign off
Total demo time:  50 mins Q&A period:           10 mins We look forward to seeing you.
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