• Understanding Task Management in Practice Manager

  COUNT’s Practice Manager helps you organize and track the work required to serve your clients and run your firm. Tasks can be assigned to clients or staff, grouped into projects, or generated from templates. Creating a Task Tasks can be created from several places: From a client profile inside practice manager Within a client's workspace in the Tasks tab Within a project Inside a project template Or directly from the Tasks tab in Practice Manager, where youSome readers

• How to Create Project Templates in COUNT Practice Manager

  If you regularly manage similar projects for multiple clients, creating a Project Template will save you time. Instead of manually building out each project and adding tasks one by one, you can set up a reusable template with predefined tasks. For example, if you need to prepare year-end tax returns for many clients, a template helps you create consistent projects quickly. Create a New Project Template In Practice Manager, go to Settings → Project Templates. ![](https://storageFew readers

• Understanding Client Account Types in COUNT: Client Portal vs Full Accounting Workspace

  When onboarding clients in COUNT through the Practice Manager, you can choose between two different account types depending on the level of service you provide. These are: Client Portal Full Accounting Workspace Each serves a distinct purpose and is designed to support different types of client relationships. Client Portal A Client Portal is a lightweight collaboration space designed for communication and task management between you and your clients. What It IncludesFew readers

• How to Send an SMS from Count Practice Manager

  Count Practice Manager’s Inbox allows you to communicate directly with your clients from one centralized place. You can send SMS messages, view message history, manage client details, and keep internal notes, all without leaving the Practice Manager workspace. This guide walks you through how to send a new inbox message to a client. 1. Navigate to the Inbox Log inFew readers

• How to Add a Client in Practice Manager

  Adding a client in Practice Manager allows you to manage their books, track tasks, and collaborate—all in one place. The video below gives a complete walkthrough: How to Add a Client & Request Migration in COUNT Practice Manager 1. Steps to Add a Client Go to the Clients tab from the top navigation bar. Click the orange** + Add Client** button. ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/addclient-1_pt9zzlFew readers

• How to Invite a User to Practice Manager

  You can invite team members to your Practice Manager (PM) account so they can access the platform and collaborate with your organization. When sending an invitation, you'll assign a role that determines the user's permissions within PM. Before You Begin Before inviting a user, make sure you have: Access to the PM account. Permission to manage users and team members. The email address of the person you want to invite. An understanding of which role the user should have. Steps to IFew readers

• How to Configure Period Close in COUNT Practice Manager

  Period Close in COUNT Practice Manager helps accounting firms standardize recurring month-end, quarter-end, and year-end close processes. You can collect information from clients, complete review workpapers, prepare financial reports, and manage approvals from one centralized workflow. This guide walks you through configuring the required templates and creating a Period Close for one or more clients. Before you begin Before creating a Period Close, you'll need to configure the templatesFew readers

• How to Set Up the Inbox in COUNT Practice Manager

  The Inbox in COUNT Practice Manager allows your firm to communicate with clients through a shared messaging workspace. || Note: Inbox currently supports two-way SMS messaging for firms in the United States and New Zealand. Multimedia messaging (MMS) is currently available in the United States only. Support for Microsoft 365 and Google Workspace email integration is planned for a future release. Before you can send your first message, your client must have a Primary Contact with a valid mobFew readers

• How to Run a Monthly Close in COUNT Practice Manager

  Period Close in COUNT Practice Manager guides you through your recurring month-end, quarter-end, or year-end close from one workflow. You can: Collect information from your client Complete your workpapers Generate a client report pack Publish the report to your client This article explains how to complete a Monthly Close after you've already configured your Close Template, Questionnaire Template, and Report Template. || Note: Before following these steps, make sure you've already configFew readers

• How to Create and Manage Report Pack Templates in COUNT Practice Manager

  Report Pack Templates allow you to create reusable report structures that can be applied when starting a Period Close. Templates help standardize your reports by defining the sections, branding, and display settings your firm uses most often. Accessing Report Pack Templates There are two ways to access Report Pack Templates. Option 1: From Period Close Navigate to Period Close from the main navigation bar. Click Report Templates in the top toolbar. ![](https://sFew readers

• How to Create and Manage Questionnaires in COUNT Practice Manager

  Questionnaires allow you to collect information from clients before starting work or during your engagement. You can create reusable questionnaires with different question types, preview them before publishing, and use them as part of your Period Close workflows. Accessing Questionnaires There are two ways to access the Questionnaires page. Option 1: From Period Close Navigate to Period Close from the main navigation bar. Click Questionnaires in the top toolbar.Few readers

• How to Create and Manage Close Templates in COUNT Practice Manager

  Close Templates allow you to standardize your Period Close process by creating reusable templates with predefined modules, questionnaires, and reviewer assignments. Using templates helps ensure consistency across engagements and reduces setup time when starting a new Period Close. Accessing Close Templates There are two ways to access Close Templates. Option 1: From Period Close Navigate to Period Close from the main navigation bar. Click Close Templates in theFew readers