The Operating System for
Accounting Firms.
General ledger, practice management, and client collaboration.
Unified in one secure platform built for accountants and bookkeepers.
Zero Context Switching.- Staff prepare, reviewers sign off, and partners monitor in the same tab. Power of a combined GL + PM.
Monthly Close Wizard.- Guided checklist combines transaction checks, A/R & A/P aging, and built-in variance analysis. Close in minutes.
Workflow Automation.- Task templates launch recurring projects with due dates, owners, and progress tracking baked in.
Inline Comments & @Mentions.- Discuss any entry in context, tag colleagues or reviewers, and resolve questions right on the GL.
Client Portal.- Securely request documents, share reports, and give clients live status without endless email threads.
Time & Billing.- Capture staff hours, convert them to invoices, and push to A/R in a single click — no separate timer app needed.
Trusted by the Most Innovative Firms
From boutique practices to top-tier advisory teams, COUNT is the go-to platform for accountants and bookkeepers who demand accuracy, collaboration, and efficiency.
Task Management
Template-Driven Workflows
Spin up recurring work with templates that set owners, due dates, and checklists; auto-repeat monthly/quarterly and drive task-level deadlines with notifications. See progress at a glance and prevent slippage across clients and seasons.
“We standardized recurring work and busy season stopped being chaos. The team ships on time even at peak.”
Period Close
Checklist-Driven Close & Approvals
Assign a preparer to run the close checklist for each client, then route to a reviewer who comments, reopens work, and signs off with a complete audit trail. Dynamic modules cover uncategorized transactions, missing vendors, AI-driven accuracy checks for miscategorized entries, variance reviews, financial report reviews, and custom close tasks per client.
“Recs and approvals live in one place, so audits are painless and leadership trusts the numbers.”
Client Management
Unified Client Records & Portal
From intake to invoice, your portal centralizes questions, document exchange, deadlines, and progress. Built-in project management, centralized messaging, invoice billing, and a credential vault keep teams aligned and clients responsive.
“Clients finally know exactly what we need, and we stopped chasing emails. Onboarding moved from days to hours.”
Get in Touch
Ready to transform your accounting practice? Discover how COUNT unifies your general ledger, practice management, and client collaboration in one powerful platform.
- hello@getcount.com