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Practice Manager pricing for growing firms

Practice Manager pricing is based on the clients you manage. Clients on COUNT are free. For clients not on COUNT, $50 a month covers your first 100, then it's 50 cents a month for each one after that. Prices in NZD, GST exclusive.

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Practice Manager pricing

Pay for the clients you manage, not the people on your team. Clients on COUNT Workspace or COUNT Lite are free. For clients not on COUNT, $50 a month covers your first 100, then it's 50 cents a month for each one after that. Every client, on COUNT or not, gets a client file and portal (see Managing the clients below).

Practice Manager prices
ClientsPrice
Clients on COUNTFree
First 100 clients not on COUNT$50 a month
Each additional client not on COUNT50 cents a month

How many are on COUNT?

Clients using COUNT Workspace or COUNT Lite.

On COUNT
40
Free
Not on COUNT
110
$50 covers the first 100, then 50 cents each

Your Practice Manager price

$55 NZD / month

  • Every client on COUNT Workspace or COUNT Lite is free
  • $50 a month covers your first 100 clients not on COUNT
  • 50 cents a month for each one after that
  • Unlimited team members, no per-seat fees
Start with Practice Manager

Prices in NZD, GST exclusive.

Managing the clients

Every client gets a file and portal inside Practice Manager, included with your firm's subscription. Your team works in the client file, and the client signs in to the portal for documents, questionnaires and tasks. When you keep the books in-house, COUNT Lite adds a ledger for your firm with bank feeds* and built-in AI that codes transactions and reads documents for you. *Bank feed limits depend on the plan.

Client File and Portal

Included in Practice Manager

The client file includes:

  • Task tracking
  • Project tracking
  • Period close
  • Documents
  • Billing
  • Client Portal for client documents, questionnaires and tasks
Start with Practice Manager

Connect a COUNT ledger

COUNT Lite

$10 per month

A limited-access ledger account for Practice Manager use. The ledger stays with your firm and clients never see the books, while the client portal gives them a place for documents, questionnaires and tasks.

  • Built-in COUNT AI for coding transactions and reading documents
  • Bank feeds included
  • Easy import of financial data from other accounting systems: trial balances, conversion balances and comparison balances
  • Client Portal for client documents, questionnaires and tasks
  • No client access to the ledger
Start with Practice Manager

Design Together

We co-design a custom solution for firms operating at scale.

Talk to us
  • Co-design workshops with your team
  • Built to create significant efficiencies in how your team works
  • Workflow and efficiency review with our team
  • Priority input into the platform roadmap
  • Direct line to our product and engineering teams
  • Pricing on application, based on the scope of the co-design work

Compare Practice Manager plans

Every feature is available on Practice Manager. Pricing follows the clients you manage, not the features you can use.

Features included in Practice Manager
FeaturePractice Manager
Practice management
Projects and jobsIncluded
Tasks and checklistsIncluded
Time trackingIncluded
Capacity planningIncluded
Client invoicingIncluded
Team and clients
Team membersUnlimited
Client entitiesUnlimited
Single sign-on with Google and Microsoft Entra IDIncluded
Native link to client COUNT WorkspacesIncluded
Full read-write APIs and MCP service with tight roles and permissionsIncluded
Compliance
Dynamic client questionnaires for integrated client information requestsIncluded
Customizable workpaper packs for different types of compliance workIncluded
Comprehensive report pack builderIncluded
Integration with Taxlab for tax filingIncluded
Collaboration
Integrated emailIncluded
COUNT intelligenceIncluded
Google Meet and Microsoft Teams meeting integrationIncluded
Calendar integrationIncluded
Slack and Microsoft Teams integrationIncluded
Support
Email and live chat supportIncluded
Searchable help centerIncluded

Frequently asked questions

What are the pricing terms?
Prices are in NZD, GST exclusive. Every plan starts with a free 30-day trial. If we change our pricing, we'll email you at least 60 days before the new price applies.
How much does Practice Manager cost?
Practice Manager is priced by the clients you manage, not the people on your team. Every client on COUNT Workspace or COUNT Lite is free. For clients not on COUNT, $50 a month covers your first 100, then it's 50 cents a month for each one after that. There are no per-seat fees, so you can add as many team members as you like.
What is the difference between a Client File and Portal, COUNT Lite and COUNT Workspace?
A Client File and Portal is included in Practice Manager and available in unlimited numbers, and covers task tracking, project tracking, period close, documents and billing, with the client seeing only the portal for documents, questionnaires and tasks. COUNT Lite is a $10 per month ledger your firm keeps to itself, with built-in AI and bank feeds and no client access to the books, plus the same client portal for documents, questionnaires and tasks. COUNT Workspace is the full COUNT accounting experience, priced at the business plan tiers.
Who pays for client workspaces?
COUNT Workspace is priced per client. Clients can subscribe directly, or your firm can manage and pay for their subscription on their behalf.
Can I manage clients who are not on COUNT?
Yes. Clients on desktop or other accounting systems can still have their tasks, time and billing managed in Practice Manager while you move them across in waves. With COUNT Lite you can also import financial data from other systems, such as trial balances, conversion balances and comparison balances, so those clients' numbers are available in Practice Manager.
How secure is my data?
COUNT maintains a SOC 2 Type II program, encrypts data in transit and at rest, and publishes its Trust Center, subprocessor list and security architecture under NDA for firms performing due diligence.

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.

Migrate with Confidence

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No card required. Set up your firm and invite your team.

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