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How Countorra works
Connect your accounts once. Countorra keeps your money and your tax picture up to date from your own records.
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From sign-up to your first answer
Six steps, in the order most people take them:
- Create an account and confirm your email address.
- Name your personal workspace and choose the state you live in.
- Connect your bank through Plaid to bring in your accounts and transactions; add cash you track yourself by hand.
- Read the Dashboard, Insights and Reports.
- Ask Countorra questions, and confirm any change it proposes.
- Prepare your personal tax information for a supported U.S. tax year.
Try it yourself
Walk through the app with a sample household, or book a 20-minute call with someone who builds Countorra.