RecountioMake the workload
visible.
See assignments and approaching deadlines together. Spot an uneven workload and make informed decisions about who takes on what next.
Explore the overview ↑ BUILT FOR ACCOUNTING FIRMS
A clearer picture
of your practice.
Know what’s due. See who’s carrying the work.
Keep your team moving—from assignment to payment.
90 days free for approved beta firms. A personal start, with room to grow.
YOUR PRACTICE, IN FOCUS
A LITTLE LESS“Who’s working
on that?”A LOT MORE CLARITY.
on that?”A LOT MORE CLARITY.
YOUR FIRM AT A GLANCE
Good morning, Morgan.
Here’s what’s moving across your practice.
Active engagements42Across your team
Due this week12Keep deadlines in view
Ready for review7Ready for the next step
Outstanding invoices$8,450Follow work through to payment
See what’s on everyone’s plate.
Team workload■ In progress■ In review■ Not started
Engagement counts show assignments—not estimated hours or available capacity.
Clear ownership. Visible deadlines. Fewer loose ends.Made for the way firms work.
LESS CHASING. MORE FORWARD MOTION.
Your work is connected.
Your practice tools should be, too.
From the first assignment to the final invoice, Recountio gives your firm a shared place to keep track of the details.
Make the workload
A clear next step.
A clear owner.
Start with a single assignee, or define a sequence of steps for your team. Keep notes, checklists, and review handoffs alongside the engagement.
Prepare→Review→Complete
From work completed
to payment received.
Create invoices, track balances, and let clients pay through your connected Stripe or Square account. Keep billing close to the work it belongs to.
Stripe or Square
BUILT FROM INSIDE THE PRACTICE
Practical tools.
A practicing CPA’s perspective.
Recountio was developed by practicing CPA Rick Ardito, with the daily work of accounting firms in mind: managing deadlines, coordinating people, and keeping billing organized.
Rick Ardito, CPA Founder, Recountio
ROOM FOR YOUR WHOLE TEAM
One firm. One clear price.
Choose your team size. Keep the same core tools.
Proposed launch pricing in USD. Payment-processing fees are separate. More than 30 users? Let’s talk.
HELP SHAPE WHAT COMES NEXT
Your next 90 days.
A clearer way to work.
We’re inviting accounting firms to try Recountio and help shape its next chapter. Start with a short onboarding conversation, then use it with your own team.
- 90 days of free access after activation
- A personal onboarding conversation and a two-week check-in
- A direct line for practical feedback
- Proposed offer: 25% off your first annual subscription
Beta access is approved individually. No automatic paid conversion.
Proposed discount window: during your trial or within 14 days after it ends.
A few things you might be wondering.
Do I need to change payment processors?
You can connect a supported Stripe or Square account for client invoice payments. Your firm’s payment processing is separate from your Recountio subscription.
Can I use Recountio on my own?
Yes. The proposed Solo plan includes one user and the same core tools. You can move to a team plan when your firm grows.
What happens after the 90-day beta?
You choose whether to subscribe. We propose offering beta firms 25% off their first annual subscription when they convert during the trial or within 14 days afterward. Renewal would be at the standard annual price.
Is this a replacement for my tax preparation software?
No. Recountio helps organize engagements, team responsibilities, invoices, and payments. Your tax preparation and other specialist tools continue to do their jobs.