Qount

Founded 2015

Manage accounting workflows, track billable time, and share documents with clients securely

Pricing model

Paid

You can use Qount to run tax and accounting firm operations from a central dashboard. It lets you monitor ongoing jobs, assign tasks to staff, track deadlines, and identify project bottlenecks before work falls behind. You can record employee time, manage work in progress, generate customer invoices, and process credit card and ACH payments directly. The system also includes a secure client portal for document sharing and message threads, keeping engagement communications organized alongside billing records and engagement letters without switching between multiple separate programs.

What Qount does

Create and assign recurring accounting tasks with specific due datesTrack team hours against active client projects and engagementsSend engagement letters and collect digital client signaturesGenerate invoices from recorded work in progress and billable hoursCollect ACH and credit card payments from clientsStore and organize tax documents in a virtual file directoryMessage clients and exchange sensitive financial files securelyCombined task tracking, client communication, and billing history in one placeAutomated identification of stalled client deliverables and missing documentsTime and WIP tracking tied directly to client invoices and billing reviewsSecure client portal for file sharing and tax questionnaire collaborationVirtual drive document management system with role-based permissionsCapacity tracking to identify team overload before tax deadlinesBuilt-in proposal creation and automated engagement letter sendingDirect payment collection supporting both credit cards and ACH transfers

Pricing breakdown

Pricing model: Paid

PlanList price

Essentials (per user) (annual billing)$74 / mo, billed annually

Essentials (per user)$84 / mo

Pro (per user) (annual billing)$114 / mo, billed annually

Pro (per user)$124 / mo

Intelligence (per user) (annual billing)$139 / mo, billed annually

Intelligence (per user)$149 / mo

Frequently asked

QuickBooks Online, Xero, Microsoft Office 365, Google Workspace, Stripe, Plaid, Unverified API Access, Unverified Zapier Support

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