Beats CaseWare for NTR's - A Rival for Modern Firms

It's not quite there yet, but after some improvements Countable may be the leading software to manage NTR engagements for firms that are cloud-focused. My firm doesn't do Reviews/Audits and I wouldn't use Countable if we did... but there aren't many good alternatives for a truly cloud based engagement manager for Notice to Readers. If you're still doing the majority of your year-ends with desktop software backups (QB/Sage), then this may not be the product for you. But if you're a modern firm with a focus on the cloud, then Countable is a great option.

Pros

-Integrates directly with cloud accounting software like QBO/Xero -Uses AI/machine learning for account mapping - it's imperfect, but will improve over time -Easy to learn and fully usable right out of the gate. No customization required. -Best support I've ever received from any product/service. The Countable team is dedicated to this product and are constantly accepting feedback and improving it.

Cons

-Countable (at time of writing) is a new product, so there are still minor bugs and full functionality hasn't been reached yet - however, it works well for Notice to Reader engagements. I expect that it will improve considerably over the next 3-6 months.

Big time saver

Overall great experience. Lots of automation features built within the platform. My favorite one is the Office integration that let you update excel, word files within the tool without saving them on your computer.

Pros

Easy to use, great features, saves lot of time.

Cons

For bookkeeping firms, it would be good to add a billing and credit card feature.

Countable review

It was easy to onboard clients, set year-ends, and begin general file preparation, however, as it is still in the early stages, there were issues. The company is led by a [SENSITIVE CONTENT HIDDEN] who is a CA with firm experience which will ensure the product is developed to ensure efficient file completion.

Pros

Increases efficiency when preparing standard compilation engagements while following CPA practice standards. Having the most current templates (i.e. independence and planning) ensures compliance with ever changing standards.

Cons

As it is relatively new, it does not have the same features of Caseware, and therefore, can't replace it. Several months of development will be required to get on the same level as other providers. It may be geared for those firms wanting to outsource the preparation of engagements (or components of).

Excited about the future of things to come!

Service is amazing and they really understand and anticipate the needs of our industry.

Pros

Cloud based, very Intuitive and easy to use and well thought out. Has the potential to replace several pieces of software and free up a lot of time to provide more value added services to clients through automation of non-value added processes.

Cons

Some features still to be developed but I have every confidence they will happen.

Beautiful interface and easy to use

So far, I've had a pleasant experience with great support from the team.

Pros

The ease of transitioning from trial balance to a beautiful financial statements. I love the fact that this tool integrates with my Quickbooks accounting software

Cons

Nothing in particular. I know there are a few minor bugs and issues but that's ok with a new software like this. I would love to be able to use this for my audit engagements in the future.

Great product!

Overall I found it super easy to use and the customer support was awesome.

Pros

Really easy to use and stay compliant with CPA rules. I only used it for an NTR but found it comprehensive and easy to use.

Cons

Nothing that I didn't like. I would recommend it to anyone looking for a year end solution.