Understanding Your Client Portal

  • Counto Client Portal Overview

    Your central hub for accessing all Counto services and managing your business operations.

    • Counto Client Dashboard

      Your central hub for accessing all Counto services and managing your business operations.

    • Your My Services Dashboard

      Get a quick grasp of your integrated services, support contacts, and general portal actions upon login.

    • Services List & Counto Team Contacts

      View your activated Counto services and easily connect with your support team.

    • Top Right Actions

      Discover quick access buttons for uploading files, managing multiple companies, and system settings.

    • The Navigation Menu Icon

      Your primary navigation tool (represented by three horizontal lines) to access various dashboards and specific Counto services.

    • To-Do Dashboard

      Track and manage your outstanding tasks, view instructions, and monitor completion status.

    • Change History

      Review a detailed log of all changes and actions related to your tasks.

    • Business Pulse

      Gain real-time insights into your company's financial health with key metrics and detailed reports.

    • Business Pulse Navigation Menu

      Understand the navigation options available when within the Business Pulse dashboard.

    • Vault

      Securely store, organize, and access all your business documents with powerful sorting and search capabilities.

    • Vault Navigation Menu

      Understand the navigation options available when within the Vault dashboard.

  • BillPay

    Efficiently manage, approve, and process all your company's bills and employee reimbursements with intelligent automation and robust payment control.

  • Payroll

    Efficiently process, manage, and comply with all aspects of employee compensation, benefits, and leave with intelligent automation and precise control.

    • Counto Payroll Help Section

      Your comprehensive guide to managing payroll, employee profiles, and leave within Counto.

    • Getting Started with Counto Payroll

      Learn how to access Counto Payroll, set up your initial company details, and begin your onboarding journey.

    • Onboarding as a New Client

      A step-by-step guide for non-clients or new clients to set up their Counto Payroll account.

    • Counto Payroll Dashboard Overview

      Get a comprehensive understanding of your main payroll dashboard and its key features.

    • Main Dashboard View

      Understand the primary display of your payrolls, their statuses, and historical data.

    • Top Navigation Menu

      Learn about the essential navigation and quick action buttons available at the top of your dashboard.

    • Payroll Management Dropdown

      Explore the detailed functions for creating, managing, and finalizing your payroll runs.

    • New Payroll

      Guide through selecting employees and adding specific payroll items for a new payroll run.

    • Month Summary Dashboard

      Access a comprehensive overview of your monthly payroll, including breakdowns of salary components and statutory contributions.

    • My Payslip

      Access your personal payslips, manage your profile details, and track your leave status.

    • All Payslips

      View an aggregated list of all employee payslips, with key financial summaries for each.

    • Year-End Tax

      Access summaries and actions related to year-end tax submissions for your employees.

    • Profiles Dropdown

      Explore functions for managing employee details and company information.

    • Employees

      Manage your complete employee listing, including personal, job, and payment details.

    • Company

      Manage and update essential company details, including payroll, address, and banking information.

    • Manage Leave Section

      Oversee leave templates, types, employee balances, and pending leave requests for your organization.