Document management connected to every client and engagement.
Most firms manage documents in one system and client work in another. Qount brings the two together, combining full document management with the clients, engagements and workflows that keep the practice moving.
Manage documents where client work gets done
Documents shouldn’t be separate from the work they support. Qount connects every document to its client, engagement and workflow across tax, accounting, payroll, and time and billing.
Link documents, clients, and engagements
Client and engagement relationships are built into the document record, rather than relying on folder names or naming conventions.
Client and engagement relationships are built into the document record, rather than relying on folder names or naming conventions.
Use one document library across every service line
Tax, accounting, payroll and recurring work share one document environment instead of separate systems or libraries by department.
Tax, accounting, payroll and recurring work share one document environment instead of separate systems or libraries by department.
Track outstanding document requests
See where client documents are still needed and follow up directly from the tracker without moving between systems.
See where client documents are still needed and follow up directly from the tracker without moving between systems.
Keep the financial context attached
The document sits alongside the time logged against it, the invoice it supports and the client’s billing history.
The document sits alongside the time logged against it, the invoice it supports and the client’s billing history.
How this is different: A standalone document management system has no engagements, tasks, time entries or invoices to connect a document to. Qount keeps the document inside the practice that produced it.
Qount Advantage
From the first document request to the final signed return
Qount connects document collection, workpaper storage, review and tax delivery in one secure client journey. Firms can request, collect, organize, sign, deliver and store tax documents without repeatedly moving files between systems.
- Ask each client only for what their return needs. Gather uses prior-year information, conditional logic and personalized requests to guide clients through what is still missing.
- Make secure exchange easy on any device. Clients can upload and retrieve documents through the portal, secure links or mobile, including scanning paper into a PDF from a phone.
- Let arriving documents organize themselves. Uploads land in the binder already organized, so the team spends its time reviewing and signing off rather than filing.
- Store workpapers automatically. Workpapers created through integrated scan-and-populate tools can be saved to the client record automatically.
- Finish the return, not just the delivery. Document review, secure signature, identity verification, invoice payment, estimated-tax information and final delivery run as one guided experience.
How this is different: A standalone document management system stores the tax file and shares it. Qount runs the process behind it, from what is still missing through review, signature, payment and final storage.
Qount Advantage
Complete document control in the browser and QDrive
Give team members the flexibility to work in the browser or through QDrive while keeping documents within one centrally managed environment.
- Work with PDFs in the browser. Review, annotate, edit and merge documents without leaving Qount.
- Use native desktop applications when needed. Open and edit documents through QDrive using the applications the team already knows.
- Manage documents at scale. Merge multiple PDFs, perform supported bulk actions and download multiple documents together in a ZIP package.
- Bring documents in from anywhere. Print into Qount through QDrive from any application that can print, or capture paper from a mobile device as a PDF.
How this is different: General-purpose file platforms give your team access to documents. Qount gives them the tools accountants use on documents, in the browser and on the desktop, inside one managed environment.
Qount Advantage
Everything you need to securely manage firm and client documents
Decide how documents are structured, who can reach them, how long they are kept and when they are destroyed, then apply that consistently across every client and service line.
- Structure the library the way the firm works. Define folder structures and labels across clients, services, engagements and tax years.
- Control who can reach what. Apply client and team permissions so sensitive material stays with the people who need it.
- Lock the folders that should not change. Once the firm considers a folder complete, lock it to protect everything inside from further changes.
- Keep documents only as long as policy requires. Set retention periods and destruction policies at the firm level rather than leaving them to each user.
- Recover what changed. Version history and backup preserve prior versions and protect stored information.
How this is different: Moving from a legacy DMS to a modern practice management platform often means changing established folder structures and document policies to fit the new system. Qount provides the flexibility to preserve the firm’s existing document structure, permissions, retention periods and destruction rules.
Document management built for the way your firm works
Get the document controls firms expect from a DMS, plus direct connections to the clients, engagements and workflows managed across Qount.
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Flexible folders and labels
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QDrive desktop access
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Print driver and mobile capture
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Browser-based PDF tools
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Bulk document management
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Document search
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Permissions and folder locking
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Retention and destruction policies
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Versioning, backup, and audit trail
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Attachment and inbound document storage
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Seamless DMS migration
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Secure client exchange
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Guided document collection through Gather
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Secure tax delivery through TaxLinQ
Practice management that keeps firms organized
See how accounting firms use Qount to connect documents, client information and work so teams can find what they need and keep engagements moving.
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.