Streamline Your 1099 Workflow: Qount’s QAI-Powered Solution

Every accounting firm knows the story: January becomes a race against time—chasing W-9s, updating spreadsheets, validating vendor data, and managing endless back-and-forth with clients just to get 1099s out the door. The process can swallow hundreds of hours in a single month, creating stress and risk as deadlines approach.

Qount’s new 1099 workflow with Qount Artificial Intelligence (QAI) changes that. By consolidating client and vendor data, connecting directly to QuickBooks Online, and applying AI-driven COA to form mapping within one platform, firms gain control, visibility, and efficiency—shifting from crunch mode to calm months before the deadline.

What’s New with 1099s in Qount

Qount’s 1099 module turns a messy, multi-tool scramble into one clear, automated flow. Instead of juggling spreadsheets, email threads, and disconnected apps, firms now manage the entire process—from client enrollment to filing¹—inside a single system built for speed, accuracy, and control.

• Bulk Client Enrollment – Onboard entire client lists in seconds, so your team can spend less time on setup and more time on strategic work.
  
  
• Seamless QuickBooks Online Sync – Eliminate duplicate entry and instantly bring in the vendor data, transactions, and rules you need—straight from QBO.
  
  
• Excel Fallback and Future Integrations – Not on QBO? Upload via Excel with ease today, with other integrations on the horizon to meet firms where they are.
  
  
• Smart Dashboards – Gain instant visibility into filing readiness. Spot vendors missing data, see who’s ready, and resolve issues in a single view.
  
  
• W-9 OCR – Drop in a W-9 and let Qount do the work—names, EINs, and addresses auto-populate, slashing manual entry and error risk.
  
  
• QAI Mapping Engine – QAI intelligently maps COAs to the right 1099 forms so your team moves faster with fewer errors—always with full control to review and override.
  
  
• Collaboration and Audit Trail – Keep teams aligned and compliance airtight with shared dashboards, built-in reminders, and a complete audit trail that eliminates bottlenecks. 

Why It Matters for Your Firm

The 1099 season doesn’t have to mean late nights, endless emails, and error-prone spreadsheets. Qount reimagines the process–turning one of the most painful compliance cycles into a streamlined, proactive workflow:

• No more data chase – For many firms, January means hundreds of hours lost gathering addresses, EINs, W-9s, and year-to-date totals. Qount centralizes vendor data and automates the process, so your staff spends less time chasing and more time reviewing.
  
  
• Less Back-and-Forth – Automated reminders and AI-driven COA mapping dramatically reduces the back-and-forth and cuts review time in half. 
  
  
• Review What Matters – Exception-based dashboards surface missing or unusual items, so reviewers resolve issues quickly without combing through every line.
  
  
• Stay Ahead of Deadlines – With real-time visibility, firms can spread the workload, reduce last-minute scrambles, and meet IRS deadlines with confidence.
  
  
• Accuracy Built-in – Smart rules ensure only eligible vendors are included. OCR and AI-mapping reduce human error, ensuring filings are complete and compliant before they go out the door.

The Results in Numbers

Qount’s 1099 automation is projected to deliver significant efficiency gains..  The percentages below reflect projected efficiencies when compared with traditional workflows:

• Up to 67% projected reduction in time spent chasing client and vendor data.
• As much as 50% faster projected cleanup, review, and filing.
• A January workload of 400 hours could be cut in half.
• Earlier readiness shifting more work into Q4.
• A consolidated audit trail to streamline reviews.

From Burden to Advantage

1099 prep has always been seen as a compliance chore—reactive, manual, and disruptive every January. With Qount’s 1099 automation, the workflow shifts from a back-office burden to a front-office strength.

Firms can now:

• Plan ahead with confidence, knowing data readiness is visible before deadlines hit.
  
  
• Standardize the process across clients, removing ad-hoc fixes and one-off workarounds.
  
  
• Deliver a smoother client experience, with fewer urgent requests and faster turnaround.
  
  
• Position compliance as value, showing clients that tax reporting can be proactive, not painful.
  
  

The result: less firefighting, more foresight—and a 1099 season that strengthens client trust instead of draining firm resources.

The Future of 1099s Starts Now

• Phase 1 – Beta, Live Now: Client enrollment, auto-sync, smart dashboards, vendor imports, W-9 OCR, and Excel export.
• Phase 2 - Coming later this year: Direct e-filing, allowing firms to complete the entire 1099 process seamlessly within Qount.

Take the Next Step

Transform your 1099 season with Qount.