Skip to main content
COUNT

Two products. One system of record

Practice Manager runs the firm. Client Workspace runs the business. They share the same ledger, the same documents and the same AI, so nothing has to be re-keyed between them.

Explore Practice ManagerExplore Client Workspace

Two experiences built around one shared record

  • Practice Manager gives the firm one place to manage clients, work, billing and delivery.
  • Client Workspace gives each business a complete accounting system for its day-to-day finances.
  • Shared data, documents, controls and AI keep both sides working from the same information.

COUNT platform

Live

Previewing: Practice Manager

Practice Manager

Run the whole firm from one system of record

36 features across 8 areas

  • Client portal and context gathering — Gather context, share deliverables and get client sign-off without endless email.
  • Documents — The file store that knows which client a document belongs to.
  • Jobs, workflow and capacity — Plan work, allocate staff and track every job through delivery.
  • Time and billing — Capture time, turn it into client invoices, and manage firm billing from one place.
  • Period close and workpapers — The month end file as software, with every workpaper linked, reviewed and signed off.
  • Reporting — From live statements to branded report packs, prepared once and published with confidence.
  • Platform — Shared across COUNT: entities, access, currency, documents and the API.
  • AI — Shared across COUNT: agents, chat and document work, with a person on every write.
See all Practice Manager features

Client Workspace

A modern accounting system people will actually use

51 features across 12 areas

  • Bookkeeping and ledger — Set up accounts, balances and migrations on a clean foundation.
  • Banking and reconciliation — Feeds in, coded, reconciled. The part of the ledger that should look after itself.
  • Invoicing and receivables — Quote, invoice, collect and credit. The payment lands back in the ledger, matched.
  • Bills, approvals and payables — Bills, approvals, payment runs and supplier obligations, with the evidence attached.
  • Expenses and receipts — Capture the receipt, match it to the spend and get staff claims into the ledger.
  • Fixed assets and depreciation — An asset register that talks to the general ledger.
  • Inventory — Track stock, costs and movements without a separate spreadsheet. (coming soon)
  • Tagging and dimensions — Slice the numbers by department, location, fund or any custom axis. (coming soon)
  • Tax and filing — Returns, registers and audit trails generated from the ledger itself.
  • Payroll — Pay runs, benefits and employee self service, posting straight to the ledger.
  • Platform — Shared across COUNT: entities, access, currency, documents and the API.
  • AI — Shared across COUNT: agents, chat and document work, with a person on every write.
See all Client Workspace features

Everything both sides rely on

One data model, one security posture, one AI layer. Whichever side of the relationship you sit on.

Shared ledger

Firm and client work on the same records, live, with no exports or file swaps.

Region-aware tax

GST and Inland Revenue in New Zealand, sales tax and IRS reporting in the United States.

AI throughout

Coding, matching, query drafting and anomaly detection built in, not bolted on.

Open platform

A documented API and webhooks at developers.getcount.com for everything else.

See the whole system in one demo

Get startedBook a demo