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Main Dashboard
Navigate and customize your workspace
IN THIS SECTION:
Services List & Counto Team Contacts
View your activated Counto services and easily connect with your support team.
1
Different Services: A clear display of your active services, such as Accounting, Corporate Tax, Corpsec, SalesTax, BillPay, and Payroll.
2
Your Counto Team: Detailed info for your assigned Counto Team Accountant and Client Success Manager (CSM).
CONNECT WITH US:
Your CSM contact details are integrated with the Counto Dialer App, allowing you to initiate secure, direct voice calls for immediate assistance without leaving the portal.
Top Right Actions
Discover quick access buttons for uploading files, managing multiple companies, and system settings.
1
Upload Button: Quickly upload your business files or documents directly.
2
Multi-Company Selector: Effortlessly switch between different entities you manage.
3
Settings & Logout: Access general portal configurations or securely end your session.
