Run the whole firm from one system of record

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.

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.

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.

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.

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.

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.