Countable Features

As reported in 11 Countable reviews. Provide portals for customers to communicate with accountants

Automate client requests and reminders This feature was mentioned in 11 Countable reviews.

As reported in 11 Countable reviews. Consolidate communication between accountants and clients

Provide repository to collaborate on email, clients, jobs and tasks 11 reviewers of Countable have provided feedback on this feature.

Create tasks and sub-tasks with assignee, status and due date This feature was mentioned in 10 Countable reviews.

Provide real-time access of files with the most updated versions This feature was mentioned in 10 Countable reviews.

As reported in 11 Countable reviews. Track the status of each project and calculate billable time

Run reports on billing, time, revenue, credits, etc. This feature was mentioned in 11 Countable reviews.

Based on 10 Countable reviews. Create invoices for services provided and track payments

Based on 11 Countable reviews. Standardize the onboarding process with templates

Assing tasks and checklists to new clients 11 reviewers of Countable have provided feedback on this feature.

Based on 11 Countable reviews. Create new client in system once propsal is accepted

Know where every job stands, who’s working on what, and what’s being said to clients This feature was mentioned in 11 Countable reviews.

Based on 11 Countable reviews. Track/uncover metrics to improve firm decisions and efficiency

Share, save, and organize files 11 reviewers of Countable have provided feedback on this feature.

Provide a detailed audit trail 11 reviewers of Countable have provided feedback on this feature.

Based on 11 Countable reviews. Receive real-time notifications via email and/or IM about new assignments, updates, and due dates

Manage integrations for accounting, project management, email, data integration, or similar platforms This feature was mentioned in 10 Countable reviews.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases