A CRM built for the way client relationships work in accounting firms.

Manage prospects, clients, contacts, related entities and client groups in one place, with every relationship connected to the proposals, work, communications, documents and billing that follow.

Carry the relationship from lead to client

A prospect conversation usually surfaces more than one name. Qount records the individual, the related entities, the people involved and the information gathered during the pursuit, then carries that context forward when the prospect is converted to a client.



Record the prospect as it really is. Capture the individual, the businesses and the people involved while the relationship is still a lead.



Build the client structure before conversion. Define the individual and related entities during the prospect stage. When the lead converts, Qount creates the corresponding client records from that structure rather than asking the team to rebuild them one at a time.



Send proposals and engagement letters from the prospect record. Agreements sit with the relationship they belong to, before and after conversion.



Collect what you need before the work starts. Questionnaires and intake gather prospect information as part of the pursuit rather than as a separate onboarding project.

qount-crm-lead-to-client-conversion
How this is different: Structure the relationship while it is still a prospect. The people, entities and information captured during the pursuit move forward with the client instead of being collected a second time.
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Qount Advantage

Model the relationships your firm actually serves

An accounting relationship is rarely one person and one record. Qount organizes the individuals, businesses, related entities, contacts and client groups a firm serves, alongside the internal team responsible for each one.

  • Keep related records connected. Link individuals, businesses and related entities so the whole relationship is visible from any record inside it.
  • Give a client more than one contact. Associate multiple people, roles, email addresses and phone numbers with the client they represent.
  • Group clients the way the firm thinks about them. Client groups hold a family and its related businesses together as one relationship.
  • Name the team behind every client. Identify the partner, manager, preparer, reviewer and other staff serving each relationship.
  • See the whole relationship from one place. Open any entity in the group and the related records and contacts are there with it, alongside the team assigned to that client.
How this is different: Accounting relationships rarely fit a flat contact list. Qount keeps related individuals, businesses, contacts and the firm team organized around the relationship they share.
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Qount Advantage

Turn client information into action

Client attributes are only useful if the firm can act on them. Qount turns custom fields, labels and relationship data into filters, saved views and defined client audiences, then uses them for bulk actions and for client communications sent through Campaigns.

  • Describe clients in the firm’s own terms. Custom fields and labels capture the attributes your practice actually uses to think about its client base.
  • Find the right population quickly. Filter across client attributes, tax type, service, labels, status and the team serving the client.
  • Save the views your team keeps returning to. Turn a useful filter into a saved view rather than rebuilding the same criteria every season.
  • Act on the whole group at once. Apply supported bulk actions across the clients the criteria return instead of opening them one at a time.
  • Send bulk communications to a defined audience. Use client attributes and segmentation to reach the right population without rebuilding the recipient list by hand.
How this is different: Client attributes should drive action, not sit in fields. Qount turns the information your firm records into saved views, defined client audiences and communications that reach the right clients.
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Qount Advantage

Keep client information connected to the work

The client relationship is the starting point for everything the firm does next. In Qount the client record carries the proposals, work, communications, documents, time and billing that belong to that relationship.

  • Start the work from the relationship. Proposals, engagement letters and onboarding run from the client record rather than from a separate system.
  • See what the firm is doing for this client. Workflows, tasks and open client requests tied to the relationship are visible from the record.
  • Keep the conversation with the relationship. Communications and documents exchanged with the client stay attached to the client they concern.
  • Carry the relationship through to the money. Time, invoices and payments connect back to the same client record the work started from.
How this is different:The client record does not stop at CRM. Relationship context carries into onboarding, work, communications, documents and the financial activity that follows.

Manage the relationship in Qount, or alongside the tools you already use

A firm does not have to replace its sales and marketing systems to use Qount. A prospect can begin in Qount or in the CRM your firm already runs, and the relationship can continue into onboarding and practice delivery either way.

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Everything your firm needs to manage prospects, clients and their relationships

Qount brings lead and prospect management, client and contact records, related entities, client groups, segmentation, proposals, intake and client communications together in one CRM built for accounting firms.

  • Works alongside your existing CRM

    Keep using the sales or marketing system your firm already runs where that makes sense. Qount holds the accounting relationship and connects client acquisition to onboarding and delivery.

  • Data import and migration

    Bring client and contact information into Qount when moving from another system. Records arrive with the details the firm already maintains rather than being re-entered.

  • Lead and prospect management

    Capture and organize prospects as the relationship develops, through qualification, proposal and conversion. Prospect records hold the same people and entities the client relationship will need.

  • Proposals and engagement letters

    Create and manage proposals and engagement letters as part of the prospect and client relationship. Agreements stay with the record they belong to.

  • Questionnaires and intake

    Collect the information a prospect or client needs to provide, during onboarding and on an ongoing basis. Responses stay associated with the relationship they came from.

  • Client and contact management

    Maintain client records along with primary and additional contacts, their contact information and their role in the relationship. One person can be associated with more than one client.

  • Related entities and client groups

    Connect individuals, businesses and related client relationships so the whole picture is visible from any record inside it. Client groups hold a family and its entities together.

  • Client teams and roles

    Associate the partner, manager, preparer, reviewer and other staff with the clients they serve. The firm can see who is responsible for a relationship from the record itself.

  • Custom fields, labels and saved views

    Capture firm-specific client information, filter the client base by the attributes that matter, and save the filters your team uses as reusable views.

  • Notes and activity history

    Keep notes, interactions and relationship activity associated with the client. The context of how the relationship developed stays with the record.

  • Client communications and Campaigns

    Communicate with an individual client or a targeted audience built from CRM information. Campaigns support segmentation, personalization and reusable content.

  • Connected client activity

    Keep CRM context associated with the work, communications, documents, requests, time and billing that surround the client. The relationship and the delivery stay in one place.

Practice Management that gives firms a clearer view of every client

See how accounting firms use Qount to keep clients, contacts, related entities and the work around them connected in one place.

  • 123% tax and accounting
    revenue growth

    “We were outgrowing Practice CS and needed something more comprehensive for workflows, growth, and visibility.”

    Eric Joern

    Partner, Kaizen CPAs + Advisors

  • Brandon Paul Hood
    "Qount became our single source of truth, giving us a clearer view of client work, communication, and progress in one place."

    Brandon Blahnik

    Vice President of Client Success

  • 15% firm wide capacity gained

    "Using Qount has made our firm better in every way. We’re having the best year we’ve ever had, and I give some of the credit to implementing Qount and the better information it gives us for managing our practice."

    Francis Molinari

    Co-Founder

  • qustory-gina-johnson-robert-morris-cpa

    50x billing speed increased

    "We had apps for everything! We wanted to scale back on apps and find a one-size-fits-all type of program."

    Gina Johnson

    Chief of Staff

  • 75% faster proposal delivery

    "Everything goes through one place now—we’re no longer chasing data across multiple systems."

    Matthew Patrick

    Founder

One Platform. Total Visibility.

Get a Demo of Qount Practice Management

Whether you are replacing legacy practice management software or consolidating multiple tools into one system, Qount provides the structure and intelligence modern firms require.