The all-in-one platform to grow your accounting firm
Hiring is hard and the compliance load keeps growing. COUNT gives New Zealand accounting and bookkeeping firms one rebuilt platform. Practice management and client accounting sit on the same record. Your team gains capacity for advisory instead of admin.
Build the firm you want to become
More capacity, stronger client relationships and room for advisory. A connected platform changes what your firm can deliver, not just how quickly it completes today’s work.
Grow capacity without growing the admin
Keep client work, people and deadlines connected so more of the day goes to productive work.
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When every job lives in a different tool, your team spends time assembling the picture before it can move the work forward. COUNT brings projects, tasks, time tracking and capacity planning into Practice Manager, giving the firm a shared view of what is underway, who is responsible and where attention is needed.
Recurring workflows give your team a consistent starting point. Documents and client context stay with the work, reducing repeated searches and handovers. Growth becomes a question of how you use the capacity you have, rather than how much coordination you can absorb.
Turn current client data into timely advice
Move the conversation beyond last year’s accounts to the decisions clients are making now.
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For clients on COUNT Workspace, accounting and practice work share the same platform. Your team can work from current ledger data and explore performance by project, department or tag without rebuilding the numbers in another system.
COUNT intelligence helps prepare the context, but the value of advice remains your team’s judgement. You bring the client’s goals, business realities and professional perspective to the numbers, helping them choose what to do next rather than simply explaining what happened.
Deliver compliance with confidence
Keep information requests, evidence, workpapers and reports connected from preparation through review.
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Compliance becomes harder when answers are in email, evidence is in folders and review notes are in a separate file. COUNT connects dynamic client questionnaires, customisable workpaper packs and report building to the client work they support.
Your team can gather missing information, prepare the work and review it with the supporting context in the same system. Clear responsibilities and an auditable trail make it easier to maintain a consistent standard across clients and team members.
Make working with your firm feel simple
Give every client a clear place for documents, questionnaires and tasks.
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Clients should not have to understand your internal systems to work well with you. The client portal brings requests, documents and tasks into one place, while your team manages the work behind them in Practice Manager.
The portal is available with a Client File and with COUNT Lite. Clients using COUNT Lite access their portal, not the ledger. Clients on COUNT Workspace have the full accounting experience, so you can give each relationship the right level of access. Collaboration also reaches right down to transaction level: alongside tasks, questionnaires, documents and the portal, you can chat and comment on individual transactions with your client, so a question is answered where the record itself lives.
Understand the economics of your firm
Connect the work delivered with the time spent and the invoices raised.
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A busy firm is not necessarily a profitable one. COUNT keeps projects, time tracking and client invoicing together so you can examine delivery effort alongside billings instead of reconciling separate systems.
That context helps you spot work that needs a different process or a better-scoped engagement. As routine work becomes more efficient, your firm can focus its service and pricing conversations on outcomes and professional value.
Move forward without moving everyone at once
Bring all clients into Practice Manager, then migrate accounting in controlled waves.
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You can import all your clients into Practice Manager at any time and start managing tasks, time and billing without first changing their accounting systems. Pilot a few ledgers, establish a reliable process and then move further groups when your team and clients are ready.
Where COUNT Lite is appropriate, financial data from another accounting system can be imported as trial balances, conversion balances and comparison balances for use by the firm. This is an import path, not a live connection to the other ledger. You gain a practical route towards a modern platform without making the transition an all-or-nothing event.
“The magic of COUNT is the ease of managing clients, staff and work from one platform. The built-in AI streamlines the processes, allowing me and my team to work on the important tasks first while continuing to oversee all other work being completed. I am excited to be part of a growing platform that will assist not only the practice but the clients and staff too.”
Director / Accountant, HJ Professionals
HJ Professionals
Frequently asked questions
- What does 'single system of record' actually mean?
- Your practice data and your clients' accounting data live in the same platform. A query raised on a job is the same object as the comment on the transaction, so nothing is re-keyed, re-exported or lost in email.
- Do our clients have to move to COUNT?
- Not on day one. You can run Practice Manager over clients still on other ledgers while you migrate them at your own pace, client by client.
- How does partner pricing work?
- Practice Manager is priced by the clients you manage. Clients on COUNT Workspace or COUNT Lite are free, other clients are 50 cents a month after a $50 base fee covering your first 100, and there are no per-user fees. Client workspace subscriptions can be billed to you or direct to the client.
- What support do we get during migration?
- Every partner firm gets a migration plan, data import, template configuration and team training. Larger or more complex migrations can include a named success manager and change-management support. Talk to us for details.
Migrate with Confidence
Start with a few clients, then move in well-managed waves. Import all your clients into Practice Manager at any time to start tracking tasks, time and billing.
- 1
Pilot
Weeks 1 to 4
Set up Practice Manager for the firm and move a small group of clients onto COUNT Workspace.
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Parallel run
One full cycle
Run a full monthly or GST filing cycle in COUNT alongside your current systems, then compare the results line by line.
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Transition
In waves you choose
Migrate clients into COUNT in progressive waves that suit your workload, avoiding busy season. Each wave brings clients fully onto COUNT Workspace. For clients on non-cloud or desktop accounting systems, you can still manage their tasks, time and billing in Practice Manager.
Learn more - 4
Firm-wide
Ongoing
Standardise jobs, workpapers and reporting, train the whole team, and retire the tools and connectors you no longer need.
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Works with the tools you already use
Connect engagement, identity and scheduling tools to the same client record.
- Anchor
- Microsoft SSO
- Google SSO
- Google Calendar
Become a COUNT partner firm
Practice Manager has no per-user fees, clients on COUNT are free to manage, and your firm is listed in our directory from day one.