There is never a quiet moment to change
Client deadlines do not pause for a software move. Start with a manageable group and plan each wave around the work already on your calendar.
Migrate with Confidence
A new platform should open up possibilities, not put your firm under pressure. Move to COUNT in a way that works for your people, your clients and the work you have to deliver.
Common challenges we hear
Changing systems is a decision about people, data and continuity. These are the things worth planning for.
The numbers need to be right
Agree what data needs to move, what history to retain and which balances to check. Reconcile and review the first clients before expanding the rollout.
The team needs time to find its feet
Begin with the tasks your people do every day. Build confidence with real client work before changing more workflows or introducing more automation.
Not every client is ready at the same time
Practice management and ledger migration can move at different speeds. Bring your client list into Practice Manager while moving client accounting into COUNT progressively.
A decision about the firm you are building
Saving time and money matters. It is not the reason to move. The bigger question is what your firm will be able to do once the way work gets done has changed again.
Choose the platform your firm can still be building on in five years.
The work is changing quickly
Routine accounting work is being handled by software at a pace few firms planned for. Judgement, advice and relationships are what clients will pay for next. Your platform decides how quickly your firm can get there.
One system keeps evolving with you
Practice management, client accounting, documents, data access and intelligence sit in the same place. New capability reaches the whole firm instead of arriving as another tool you have to bolt on.
Capacity you can reinvest
When routine work is handled by the system, your people have room for more clients, better advice and clearer outcomes. That is growth you can plan for, not a saving that disappears.
Migrate at your pace, your way
You do not need to move every client ledger before your firm can start working in COUNT. Separate the move into steps you can manage.
Bring your firm together first
Import all of your clients into Practice Manager at any time. Start tracking tasks, time and billing without waiting for every client to change accounting systems.
If you use COUNT Lite, you can import financial data from other systems, including trial balances, conversion balances and comparison balances, for use in Practice Manager. This is an import of data, not a live link to an external ledger.
Clients use the portal for documents, questionnaires and tasks. With COUNT Lite, the ledger remains accessible to your firm only.
Explore Practice Manager pricingMove client accounting in waves
Migrate a few clients first. Use that first group to check the data, settle into the workflows and build your team’s confidence. Then move progressively in well-managed waves.
- 1
Choose the first clients
Pick a manageable group with clear requirements and a team ready to learn.
- 2
Check and learn
Review balances and complete a working cycle before deciding what to change.
- 3
Expand when ready
Agree the next group, owners and checks. Repeat at a pace your firm can sustain.
Supported every step
Bring us into the conversation early. We will work through the approach with you, so the move reflects your firm rather than a fixed timetable.
A plan built around your firm
Talk through your current systems, client mix and priorities with us. Together, identify the first clients, the data required and a sensible sequence for the move.
Help with the move
Work with us on the import approach and the checks your team needs to make. Confirm the scope of history, balances and documents before relying on the new ledger.
People ready to use it
Plan onboarding around the roles in your firm. Give your team room to practise, ask questions and agree how they will work before the next wave begins.
Review before you expand
Use the first clients to learn what works. Discuss issues with us, refine the approach and carry those lessons into each subsequent wave.
Let’s work out your next step
Tell us what you use today, what you want to improve and what needs to stay steady. We can discuss migration scope, support and any costs before you commit.