Elevate your Bookkeeping Practice
- Manage tasks for all clients in one central area
Introducing COUNT Practice Manager
COUNT Practice Manager is an all-in-one tool built for bookkeepers and accounting professionals. It connects seamlessly with COUNT as well as QBO and Xero, enabling you to manage your client relationships and internal workflows—everything in one simple, intuitive platform.
Key Features
Leads & Client Management
Leads CRM
Easily track your sales pipeline and convert prospects into loyal clients.
Client Manager
Maintain comprehensive client records—add notes, track time, send invoices, and store all client-related documents with our integrated file manager.
Universal Task Manager
Task Lists
Create and duplicate task lists (e.g., Monthly Close Checklist) that consolidate tasks from client workspaces and your internal firm operations.
Collaboration
Assign tasks and set deadlines to keep everyone on track.
Secrets Manager
Encrypted Vault:
Securely store client logins, passwords, and sensitive data in an encrypted vault. Maintain compliance and protect your clients’ information with industry-standard encryption.
In-Platform Communication
Seamless Messaging
Communicate directly with clients in COUNT to collaborate with your team and clients, ensuring all discussions and notifications remain centralized and secure. (Note: This feature is exclusive to COUNT, cross-platform communication is currently not available.)
Key Features
Leads & Client Management
Leads CRM
Easily track your sales pipeline and convert prospects into loyal clients.
Client Manager
Maintain comprehensive client records—add notes, track time, send invoices, and store all client-related documents with our integrated file manager.
Universal Task Manager
Leads CRM
Easily track your sales pipeline and convert prospects into loyal clients.
Client Manager
Maintain comprehensive client records—add notes, track time, send invoices, and store all client-related documents with our integrated file manager.
Secrets Manager
Encrypted Vault:
Securely store client logins, passwords, and sensitive data in an encrypted vault. Maintain compliance and protect your clients’ information with industry-standard encryption.
In-Platform Communication
Seamless Messaging
Communicate directly with clients in COUNT to collaborate with your team and clients, ensuring all discussions and notifications remain centralized and secure. (Note: This feature is exclusive to COUNT, cross-platform communication is currently not available.)
Why COUNT Practice Manager?
Seamless Integrations
Effortlessly connect with clients’ COUNT workspaces, and QuickBooks Online and Xero accounts to pull in all your financial data.
Tailored for Bookkeepers
Built specifically for accounting professionals—no more switching between multiple apps.
Boost Efficiency
Automate routine tasks and manage workflows so you can focus on growing your practice.
Enhanced Security
Protect sensitive client information with robust encryption and strict access controls.
Why COUNT Practice Manager?
Seamless Integrations
Effortlessly connect with clients’ COUNT workspaces, and QuickBooks Online and Xero accounts to pull in all your financial data.
Tailored for Bookkeepers
Built specifically for accounting professionals—no more switching between multiple apps.
Boost Efficiency
Automate routine tasks and manage workflows so you can focus on growing your practice.
Enhanced Security
Protect sensitive client information with robust encryption and strict access controls.
Feature
COUNT Practice Manager
QuickBooks Practice Manager
Xero Practice Manager
Integration with other platforms
Connects with COUNT, QBO & Xero
QBO Only
Xero Only
Leads & Client CRM
Yes
No
No
Universal Task Management
Yes
Yes
Yes
Recurring Task Lists
Yes
Yes
No
Secure Client Data Vault
Yes
No
No
File Manager for Clients
Yes
Yes
Yes
Pricing
Free to use – $7/mo per client for QBO & Xero Connections
Free for select users, high fees for others
Free for 14 days – $149/mo for up to 10 clients
COUNT Practice Manager gives you everything you need to run your bookkeeping business efficiently, with more automation, flexibility, and security than others.
| Feature |  |  |  |  |
|---|---|---|---|---|
| Integration with other platforms | Connects with COUNT, QBO & Xero | QBO Only | Xero Only | QB & Xero |
| Leads & Client CRM |  |  | | |
| Universal Task Management | | | | |
| Recurring Task Lists | | | | |
| Secure Client Data Vault | | | | |
| File Manager for Clients | | | | |
| Built-In Communication | | | | |
| Workflow Automation | | | | |
| Pricing | Free to use – $7/mo per client for QBO & Xero Connections | Free for select users, high fees for others | Free for 14 days – $149/mo for up to 10 clients | $8 - $10 per client ( extra price for additional features) |
Feature
Integration with other platforms
Connects with COUNT, QBO & Xero
QBO Only
Xero Only
QB & Xero
Leads & Client CRM
Universal Task Management
Recurring Task Lists
Secure Client Data Vault
File Manager for Clients
Built-In Communication
Workflow Automation
Pricing
Free to use – $7/mo per client for QBO & Xero Connections
Free for select users, high fees for others
Free for 14 days – $149/mo for up to 10 clients
Free for 14 days – $149/mo for up to 10 clients
COUNT Practice Manager gives you everything you need to run your bookkeeping business efficiently, with more automation, flexibility, and security than others.
Ready to Elevate Your Bookkeeping Practice?
Experience the future of practice management.
© 2025 COUNT Financial, Inc.