Overview
Built by CPAs for CPAs, Countable is a 100% cloud-based working paper automation and management tool. It is geared to help accounting professionals save time and improve profitability.
With Countable, your firm can integrate accounting software, automate engagements, and centralize workflows. This means you can rely on Countable to automap trial balances, populate lead sheets, and generate financial statements instantly.
Here are some of the key features that will help unlock the benefits of working paper automation for your firm:
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MS Office and pdf editor integration: edit and access all necessary information in one central place. No more downloading and uploading files.
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Auto mapping and adjusting entries: automap trial balance, populate lead sheets, and generate financial statements in one simple click and keep them updated in real-time.
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File roll forward: create a template from existing engagements and then roll-forward respective changes to the next engagement.
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Workbook and financial statements: one central place for you to review the trial balance by lead sheet along with referenced documents, balance sheets, and income statements.
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Real-time cloud-based collaboration: work with a unified client portal that allows team members to work on queries with clients, communicate via a secure network, and ensure version control.
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CPA-compliant checklists and templates: pick from our carefully crafted master library to add, edit, and arrange the notes to financial statements. Every CPA-required checklist you need is embedded right inside each engagement.
Countable.co + Xero
Countable seamlessly integrates with Xero and enables your firm to save time and effort in file completion while meeting compliance and regulatory requirements.
Through our partnership with Xero, your firm can:
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Login with Xero: Login using your Xero credentials and you won’t need to do it again during client data integrations
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Create new accounts under an engagement: Create a new account on Xero directly from Countable to avoid duplication of accounts or data on roll forwarded files
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Establish a real-time trial balance connection: Pull trial balances and continue to check that accurate data is reflected in your engagement while using Countable.
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Push back entries: Approve and push back selected journal entries into Xero after the engagement is completed.
In the coming months, Countable will offer additional capabilities such as data flow to & from Xero for adding & updating new users/clients, general ledger integration, and more.
Getting started
Countable is making the switch painless with a simple 4-step onboarding process:
- Create an account
- Add partners/staff
- Add clients (optional)
- Invite partners/staff
The entire process doesn’t leave the platform and is guided by self-paced video tutorials and free, unlimited support. This ensures that the average Countable user is working on their first engagement within thirty minutes of joining.
