Your entire firm.
One platform.

Countable replaces the patchwork of desktop software, spreadsheets, and email chains with a single cloud platform built around how North Canadian accounting firms actually do year-end engagements.

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Countable Engagement Dashboard
Active Engagements · March 2026
Thornton Holdings Ltd.
Review Engagement · Dec 2025 YE
Partner Review
88%
Riverside Dental Group
Compilation · Dec 2025 YE
In Preparation
62%
Maple Grove Bakeries
NTR · Aug 2025 YE
Awaiting Data
28%
Connected Data Sources
QB
QuickBooks Online● Live
Xe
Xero● Live
Bank Feed, TD & RBC● Live
Client Document Portal● 3 Pending

Why Countable

The old way doesn't scale.
The platform does.

Most firms still juggle disconnected tools. Countable brings the core workflow into one clean system.

Legacy Stack
Desktop tools
Work stays tied to one machine and collaboration slows down.
Email and file chasing
Requests, uploads, and follow-ups live in too many places.
Manual spreadsheets
Teams re-enter data and work across conflicting versions.
Scattered storage
Files end up across drives, inboxes, and local folders.
Limited visibility
Partners only see progress after asking, not in real time.
Countable Platform
One cloud workspace
Staff and partners work in the same engagement from anywhere.
One client flow
Documents, requests, and approvals move through a single portal.
Smart working papers
Templates fill from live data with version history built in.
Secure shared records
Everything stays in one place with controlled access.
One live view
Dashboards show engagement status, workload, and bottlenecks instantly.

End-to-End Engagement Workflow

From client setup to
final delivery, all in one place.

Every step of the year-end engagement lifecycle, from onboarding a new client to delivering final reports, happens inside Countable.

01
Engagement Setup

Launch the client file in one clean pass.

Create the engagement, set the year end, assign the team, and open a branded client portal without leaving the platform.

  • Templates are ready for Compilation, Review, and Tax.
  • Portal access and onboarding emails go out automatically.
  • Document requests and deadlines are generated at setup.
New Engagement
Configured
Engagement TypeReviewDec 31, 2025 year end
Assigned Team2 staffS. Patel and J. Kim
Setup summary
Client ready from day one
Westfield Properties Inc.
Target completion Apr 15, 2026
Live
Portal invitation
Branded login delivered automatically
Sent
Document checklist
Generated from engagement type
Ready
02
Data Collection

Pull source data straight into the file.

QBO, Xero, bank feeds, and client uploads all connect into the same engagement so staff stop chasing data across inboxes and folders.

  • GL data syncs directly from QBO and Xero.
  • Bank transactions flow in from major financial institutions.
  • Outstanding uploads stay visible with automated reminders.
Connected Sources
Syncing
Live Integrations4Accounting, bank, and portal sources
Documents Received7/12Five items still pending
Data sources
Everything linked into one engagement
QuickBooks Online
Westfield Properties synced 4 min ago
Live
TD Business Banking
847 transactions pulled automatically
Live
Client portal uploads
Staff notified as files arrive
5 pending
03
Working Papers

Let Luka accelerate prep without losing judgment.

Smart templates fill from live data while Luka AI flags unusual changes, drafts notes, and helps the team move faster on the work that actually needs attention.

  • Trial balance and lead sheets populate automatically.
  • Variance insights surface in context for partner review.
  • Cross-references and version history stay attached to the file.
Working Paper Completion
In Progress
Completed2 core setsMapping and lead sheets finished
Luka Insight41%Revenue variance explained
Prep board
Automation plus AI support in one view
Explanatory Notes
Drafting in progress with Luka
72%
Auto-drafted note readyPartner review next
Supporting Schedules
Linked to lead sheets
55%
Cross-references intactAudit trail enabled
04
Partner Review

Keep approvals, questions, and sign-off in context.

Partners review directly inside Countable, replacing scattered tracked changes and email threads with one shared review layer.

  • Comments stay attached to the exact working paper section.
  • Approvals are timestamped at the section and engagement level.
  • Open queries are visible without hunting for status.
Review Queue
Partner Review
Approved2 sectionsMapped and reviewed this week
Open Queries1Explanatory notes need attention
Partner actions
Approvals and issues in one list
Trial Balance & Mapping
Reviewed by J. Sharma on Mar 22
Approved
Lead Sheets
All sections cleared on Mar 23
Approved
Explanatory Notes
One partner query still open
Query
05
Delivery & Filing

Close the engagement without leaving the platform.

Final statements, approvals, delivery, and archive all happen through the same client-facing workflow, so the engagement closes cleanly and rolls forward to next year.

  • Final reports go out through the branded portal.
  • Client approval is digital and timestamped.
  • Archive and prior-year carryforward happen automatically.
Delivery Ready
Ready
Ready Items2Statements and management letter
CloseoutAutoArchive and carryforward enabled
Final delivery
Everything ready for the client portal
Financial Statements
Review engagement for Westfield Properties
Ready
Management Letter
Three recommendations included
Ready
Prior year carryforward
Next cycle opens with full history intact
Auto
Platform Capabilities

Built for every part of
a modern accounting firm

Countable isn't just engagement software. It's the operating system for your practice.

Smart Working Papers

Templates fill from live GL data with built-in workflows and cross-references.

Customised Financial Statements

Create firm-branded statements with flexible notes, formatting, and client-ready outputs.

Client Portal (Web and Mobile)

Clients upload, review, and approve through a portal branded to your firm.

Partner Oversight Dashboard

See deadlines, progress, review items, and workload in one view.

Direct Integrations

QBO, Xero, and bank feeds sync both ways, with read and write access connected directly to engagements.

Luka AI Assistant

Luka flags variances, drafts notes, and surfaces anomalies in context.

Security & Compliance

SOC 2, Canadian data residency, role-based access, and full audit trails.

Collaborative Review

Comments and queries stay in context while teams work in the same file.

Remote-First Architecture

Browser-based access from any device, with no VPN or remote desktop.

Integrations

Your client data, connected.

Countable connects directly to the accounting software and banking platforms your clients already use.

Connected Sources Live

QuickBooks logo
QuickBooks Online
Live GL sync and trial balance auto-pull.
Xero logo
Xero
Full GL data and multicurrency records linked.
Bank Feeds
TD, RBC, BMO, and major banks.
Document Portal
Client uploads land in the same workspace.
Platform Hub
Live Sync

Active Connected Workflows

Adobe logo
Adobe Integration
PDF workflows and client-ready documents stay connected.
Email & Calendar
Deadlines and follow-ups stay attached.
Microsoft logo
Microsoft Integration
Microsoft 365 files and workflows stay connected.
Luka AI Engine logo
Luka AI Engine
Variance analysis and note drafting.

Ready to replace the legacy stack?

See how Countable adapts to your firm, whether you're a solo practitioner or a growing multi-partner team. Book a 30-minute demo and we'll walk through your specific engagement workflow.

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