Understanding PM, Workspace, and Employee Accounts in COUNT

COUNT uses three account types to separate practice management, business operations, and employee self-service access.

Practice Manager (PM) Account

PM accounts are used by accounting firms and finance teams managing multiple clients or businesses.

PM users can:

• Manage clients and workflows
• Access projects, files, and intake forms
• Collaborate with clients
• Launch and manage workspaces

PM Roles

Admin

• Full access to all PM features
• Can invite staff and manage clients

Manager

• Can manage projects and workflows
• Cannot add clients or invite staff

Limited

• Access only to assigned clients or workspaces

Learn more on how to invite a user to your COUNT Practice Manager: How to Invite a User to Practice Manager

Workspace Account

A Workspace is used for the accounting and financial operations of a single business.

Workspace users can:

• Manage accounting and banking
• Run payroll
• Handle AP/AR
• Access reporting and tax tools

Common Workspace Roles

Owner/Admin

• Full workspace access

Accountant/Bookkeeper

• Accounting and reporting access

Payroll Admin

• Payroll management access

Limited User

• Restricted operational access

Learn more on how to invite a user to your COUNT workspace: How to Invite a Team Member to Your Workspace

Employee Account

Employee accounts are for payroll self-service only.

Employees can:

• View pay stubs
• Access tax documents
• Review payroll history
• Update personal information (if enabled)

Employees cannot access:

• Accounting data
• Banking information
• PM tools
• Other employee records

Learn more on how to invite an employee to COUNT: How to add People (Employees or Contractors) and Invite Them to the COUNT Go Mobile App

Which Account Should I Use?

Use a:

• PM Account for managing clients and workflows
• Workspace Account for accounting and financial operations
• Employee Account for payroll self-service access only

Updated on: 04/06/2026