COUNT

Running an accounting or bookkeeping practice often means juggling multiple software subscriptions—each serving a different purpose. You may be using Trello for task management, Keeper for workflow tracking, Zapier for automation, Bill.com for invoicing, and LastPass for secure client credentials. These tools add up quickly, costing firms hundreds (if not thousands) per year.

With COUNT Practice Manager, you get all these essential features in one seamless platform, eliminating unnecessary subscriptions and saving you time and money. Let’s break down exactly what COUNT replaces.

Tools COUNT Replaces & How It Saves You Money

1. CRM & Client Management – Replaces Keeper & Trello ($50+/mo)

• Instead of using Keeper for task tracking and Trello for workflow organization, COUNT provides an integrated Leads CRM and Client Manager. Track your sales pipeline, manage clients, and maintain detailed records—all inside COUNT.
• Savings: Keeper starts at $8–$10 per client, and Trello’s business plan is $12.50 per user/month.

2. Task & Workflow Automation – Replaces Trello & Zapier ($30+/mo)

• COUNT’s Universal Task Manager lets you create automated workflows, assign tasks, and set up recurring checklists (e.g., Monthly Close Checklists) without needing Zapier.
• Savings: Zapier’s automation tools cost $20–$50 per month, while Trello’s automation features require an upgraded plan.

3. File Storage & Secure Client Data – Replaces LastPass, Google Drive & Dropbox ($25+/mo)

• COUNT includes an encrypted Secrets Manager for securely storing client logins, passwords, and sensitive financial information.
• Plus, COUNT’s File Manager allows organized storage, searchability, and secure document sharing, replacing Google Drive and Dropbox.
• Savings: LastPass business plans start at $7 per user/month, Google Drive storage can cost $10–$20 per month, and Dropbox Business starts at $15 per user/month.

4. Invoicing & Billing – Replaces Bill.com, QuickBooks Invoicing & Harvest ($50+/mo)

• COUNT allows bookkeepers to send invoices, track payments, and manage client billing inside the platform.
• Each COUNT account includes a dedicated billing email to send receipts and bills, which automatically matches transactions—eliminating the need for Bill.com.
• Savings: Bill.com charges $39+ per user/month, Harvest starts at $11 per month.

5. PDF to CSV Conversion – Replaces DocuClipper ($25+/mo)

• COUNT Practice Manager includes free PDF to CSV conversion, which many bookkeepers currently pay for separately using tools like DocuClipper.
• Savings: DocuClipper starts at $25 per month.

6. Auto-Categorization of Transactions – Replaces Uncat ($20+/mo)

• COUNT automatically categorizes transactions, a feature similar to Uncat, but included at no additional cost.
• Savings: Uncat starts at $20 per month.

7. Built-In Communication – Replaces Slack & Email Management Tools ($8–$15/mo)

• COUNT includes internal messaging, allowing bookkeepers to communicate with their teams and clients in one place, reducing reliance on Slack or email-based communication systems.
• Savings: Slack’s paid plans start at $8 per user/month.

Total Monthly & Annual Savings with COUNT