Before production starts
CountLeaf agrees document channels, permissions, review expectations, tracker format and escalation rules with your practice.
How we handle data →We confirm services, software, volumes, deadlines, client types and the workflow best suited for a pilot.
Your checklists, file naming, evidence requirements, review points and communication rules are documented.
Permissions are limited to the agreed work and set up through your preferred systems.
One job proves turnaround, query handling, workpaper quality and review expectations.
Approved workflows move into a visible calendar with owners, statuses, blockers and due dates.
Add clients, services or dedicated capacity only after the first workflow is stable.
CountLeaf agrees document channels, permissions, review expectations, tracker format and escalation rules with your practice.
How we handle data →Least-privilege access to accounting platforms, secure document exchange, open query logs for incomplete records, review notes on assumptions and exceptions, and a feedback loop after the pilot job.
Dedicated resource, job by job, or seasonal overflow — see how the engagement models work.