How COUNT Replaces Multiple Tools & Saves Bookkeepers Thousands

If you’re running an accounting or bookkeeping firm, chances are your tech stack is overflowing. One tool for managing clients, another for workflows, another for invoices — and before you know it, you’re paying for five or six different subscriptions every month.

Tools like Trello, Keeper, Zapier, Bill.com, and LastPass might each solve a small part of the puzzle, but they add up quickly. Not just in cost, but in time — switching tabs, chasing passwords, managing logins, and trying to make it all work together.

That’s exactly the problem we built COUNT Practice Manager to solve.

COUNT brings together everything a modern bookkeeping firm needs — client management, billing, task automation, secure storage, and communication — into one intuitive workspace. No juggling. No patchwork of subscriptions. Just one powerful platform designed to help bookkeepers scale profitably.

Let’s break down what that really means.

1. One Hub for Client & Task Management

Many firms rely on Keeper or Trello to track clients and tasks. COUNT replaces both with a built-in Client CRM and Task Manager that keep your team organized and accountable.
You can track your pipeline, assign work, and manage deliverables — all without leaving the platform.

💰 Savings: $50+/month per user on Keeper and Trello plans.

2. Automated Workflows — Without Zapier

COUNT’s Universal Task Manager lets you automate repetitive workflows — like monthly closes or reconciliations — without needing Zapier or other third-party tools.
Create recurring tasks, set up approval chains, and keep everything moving automatically.

💰 Savings: $30+/month on workflow tools.

3. Secure Storage for Client Data

COUNT includes an encrypted Secrets Manager for storing client credentials and sensitive data securely — no more juggling LastPass or shared spreadsheets.
And with COUNT’s File Manager, your team can store and share documents safely, replacing Google Drive or Dropbox.

💰 Savings: Around $25+/month on storage and password tools.

4. Built-In Billing & Invoicing

Whether you bill hourly, per project, or on retainer, COUNT makes client billing effortless.
You can send invoices, track payments, and even manage receipts inside the platform — eliminating the need for Bill.com or Harvest.

💰 Savings: $50+/month compared to traditional invoicing apps.

5. Free PDF-to-CSV Conversion

If you’ve ever paid for a separate tool like DocuClipper to convert financial documents, COUNT has that covered too — at no extra cost.

💰 Savings: $25/month on PDF conversion tools.

6. Automatic Transaction Categorization

COUNT uses AI to automatically categorize transactions, reducing time spent on manual bookkeeping and eliminating the need for tools like Uncat.

💰 Savings: $20/month.

7. Built-In Team Communication

With built-in chat, you can message your team or clients directly inside COUNT — replacing Slack or endless email threads. Everything stays connected to the right task or client record.

💰 Savings: $8–$15/month per user.

All Together, That’s Thousands Saved Every Year

Most firms spend hundreds each month on overlapping subscriptions. COUNT replaces them all — for a fraction of the cost.

That means:

• More profit margin on every client,
• Less time spent managing tools, and
• A simpler, more secure workflow that just works.

Why Pay for More When COUNT Does It All?

COUNT isn’t just another tool — it’s the foundation for a more efficient bookkeeping firm.

With COUNT, you can:

• Save money by eliminating unnecessary subscriptions.
• Save time through automation and streamlined workflows.
• Increase security with built-in encryption for client data.
• Boost productivity by keeping everything — and everyone — in one place.

Start Simplifying (and Saving) with COUNT

COUNT was built for bookkeepers who are ready to scale without the bloat of managing dozens of apps.

If you’re tired of paying for five tools to do the job of one — it’s time to make the switch.
Get started with COUNT today.