Beyond practice management software
Qount is the world's first Practice Intelligence Platform
Meet the platform that thinks. Qount is a new category of AI-native software that consolidates all your practice management needs into one holistic system. Multiply your team's impact with a new way of working that feels intuitively familiar.
Hi, I'm QAI!
That stands for Qount Artificial Intelligence—pronounced “Kai.”
I’m the intelligence at the heart of the Qount platform. My role is simple: I help your firm work smarter, not harder. I analyze, adapt, and learn—so you can focus on the work only humans can do.
What can I do?
I can help you allocate the right people to the right work—by understanding skillsets, capacity, and client needs. I identify revenue leakage, surface margin opportunities, and suggest pricing adjustments that fit your firm’s goals. I even track client sentiment to help you spot potential issues before they escalate.
I'm still learning.
Talk to one of my human teammates to understand everything I can do today—and what’s coming soon. I’ll be able to chat with you directly before long. Until then, I’ll be here in the background, working quietly to support you.
CRM
140 pre-defined fields, plus unlimited custom ones. Organize with labels, tags, client types, and filters.
Client Communication
Email, SMS, and portal messaging—all in one timeline. Optional shared inbox.
Time & Billing
Track time, build service packages, get paid. Fully integrated ACH or credit card billing.
Document Management
Virtual drive with tax software print integration. Exchange documents via portal or secure links.
Proposals & Onboarding
Clean click-through proposals. Upfront payment and instant onboarding automation.
E-Signatures
Signature tracking, client reminders, multiple signers, order control, and KBA for form 8879.
Lead Management
Mass email, SMS, and push notification campaigns. Track leads, automate follow-ups, and sync with HubSpot/SFDC.
Projects & Tasks
Automate recurring workflows, assign tasks, track time, and monitor progress.
Automation
Built project flows, auto-assign tasks, trigger actions, push alerts, and more. Use presets or build your own.
Reports & Analytics
Variance analysis, KPIs, trend tracking, custom insights, and more. Pull financial data straight from QBO/Xero.
Month-End Review
AI error and variance detection for fast reconciliation. Custom monthly checklists. Automatic reports and packaged delivery.
"And More"
Qount does too much to list—and our roadmap moves faster than tax season.
Major news!
Qount secures strategic investment from Savant Growth
Qount is proud to be backed by Savant Growth and Kennet Partners, whose 2025 investment is fueling the next stage of our evolution. What does that mean for you? Faster product innovation. Bigger AI breakthroughs. Upgraded customer support infrastructure and a customer success team with decades of experience. Read our press release to learn more!
Qustomer stories
Hear from our Qustomers
Why do firms choose Qount as their practice management system? We could tell you, but we’d rather show you the results. Here are some real experiences you'll find in our detailed case studies:
- Month-end billing time reduced from 8 hours to 10 minutes
- From four software subscriptions to one unified platform
- Happier customers and more successful KBA signatures
- Proposals transformed from scattered .xlsx files to one easy interface
- A voice in Qount’s product roadmap
