Countable is a year-end engagement platform that helps CPA firms move compilation, review, and tax files from setup through delivery in one cloud workspace.
– Engagement templates, assignments, request lists, and a branded portal standardize client onboarding and collection
– QuickBooks, Xero, bank, and document integrations feed connected working papers and financial statements
– Luka AI maps data, flags variances, drafts notes, and supports contextual partner review
– Fits North American accounting firms replacing disconnected desktop tools, spreadsheets, email, and file storage.
