One connected workflow for every tax deadline.

Personalize client intake, automate every handoff, control tax return delivery, and manage tax and 1099 obligations from one intelligent platform.

Keep work moving. From first request to the final deliverable.

Qount connects organizers, documents, workflows, tax software, signatures, payments, and compliance in one connected platform. Your team spends less time chasing clients and moving information between systems, and gains the visibility to manage deadlines, complexity, and firm profitability.

Organizer Graphic (1)

Qount advantage

An organizer that adapts to every client

Build highly personalized organizers without maintaining a separate template for every client type. Qount uses conditional logic, prior-year information, and flexible template controls to show each client what is relevant and guide them through what is required.

  • Customize the client experience. Show, hide, enable, or disable content based on the client, the entity, or a previous answer.
  • Speed up the process. Clients can quickly jump to required items in their organizer instead of paging through the whole thing.
  • Surface the answers that deserve attention. Changes from last year and affirmative responses are flagged, so reviewers find follow-up items faster.
  • Stop asking clients for documents the firm already has. Mark items like K-1s so it stays visible for reference, but responsibility moves to the firm and doesn’t clutter up the client experience.
How this is different: Most organizers make every client answer every question. Qount asks each client only what matters, then shows preparers exactly what changed. Fewer returns bounce back and forth.
TaxLinQ Graphic (1)

Qount advantage

Control every step of tax return delivery

Turn tax software output into a structured, firm-controlled delivery. Your firm decides what the client receives, in what order, and what has to be finished before the return is released.

  • Assemble the delivery automatically. Return, authorizations, tax summary, filing instructions, estimates, and the invoice arrive as one package.
  • Fix one failed component without rebuilding the delivery. Review every component before sending, see exactly what failed, reprocess only the affected item, and add client-specific instructions or notes.
  • Set the delivery sequence your firm wants. Define the standard order for payment, review, signatures, instructions, and final documents, with the flexibility to change it for any client
  • Get paid before the return is released. Payment becomes a required step in the sequence rather than a follow-up email after delivery.
  • Taxpayer and spouse sign separately. Each signs their own authorization forms with knowledge-based authentication, tracked inside the same delivery.
  • Nothing gets filed by hand afterward. Signed authorizations and final return copies are stored automatically, and the workflow closes itself.
How this is different: Other practice management solutions walk the client through a return. Qount hands the firm the controls: what goes out, in what order, and what has to be done before the return is released.

Unique to Qount
Your tax delivery command center

Keep a clear view of every return, filing deadline, exception, and outstanding item across the firm. Qount’s embedded AI helps your team identify what’s falling behind, where risk is emerging, and which returns may need a closer look before they become a problem.

  • See every obligation in one place.

    Track federal, state, local, individual, and entity-level deliverables without maintaining a separate spreadsheet.

  • Spot the work that needs attention

    Exceptions, missing information, and incomplete deliverables are flagged so your team can act before deadlines are at risk.

  • Get the full picture behind each return

    Filing outcomes, balances due, refunds, and jurisdiction-level results give your team more than a simple workflow status.

  • Prioritize the returns that need a closer look

    QAI, Qount’s embedded AI identifies potential extension, refund, and audit-risk candidates so reviewers can focus their time where judgment is needed most.

  • Price complex work more confidently

    QAI connects return complexity with pricing guidance, helping partners identify work that may be underpriced.

  • Manage extensions across every jurisdiction

    Coordinate federal and state extensions from one place. Qount keeps applicable deadlines current, while QAI surfaces jurisdiction-level exceptions that need attention so teams can act confidently and stay ahead of every filing deadline.

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How this is different: Anyone can show you the status of a tax project. Qount shows you the obligation behind it, the risk inside it, and whether you priced it right.
1099 Compliance Graphic (1)

Qount advantage

Manage 1099 compliance from W-9 to final filing

One connected workflow replaces the vendor list, the spreadsheet, the filing site, and the mailing service.

  • Bring vendor and payment data together. Import from connected accounting systems and other supported sources.
  • Identify who needs a form, and collect what is missing. Request W-9s from the vendor or the client and keep them on the vendor record.
  • Validate before you file. TIN matching catches preventable errors ahead of submission, not after a notice arrives.
  • File, deliver, and correct without leaving Qount. Federal and state filing, recipient delivery by email or USPS mail, corrections, and voids all stay on the same record.
  • Filing powered by Zenwork Tax1099. Our integration with Zenwork Tax1099 handles federal and state e-filing and recipient delivery inside Qount, so your team never signs into a second system or reconciles two vendor lists.
How this is different: Most platforms send you somewhere else to file. Qount runs the whole obligation end to end, from W-9 to filed, corrected, and delivered, without a second login.

Everything you need for a smoother tax workflow

Qount works alongside your tax software to coordinate client intake, document collection, workflow automation, return delivery, signatures, payments, compliance, and final document storage.

  • Works alongside your tax software

    Qount uses the tax information your firm already produces to personalize client intake and build structured return deliveries. Your team keeps preparing returns in the software it knows.

  • Personalized organizers and document request lists

    Build reusable templates with configurable sections, questions, response types, conditional logic, and document requests. Staff can add, remove, disable, or complete items on the client’s behalf.

  • Automated workflow handoffs

    Kick off Gather straight from the tax workflow, then let triggers and status changes keep work moving. Organizer activity, delivery processing, signatures, and payments advance the workflow on their own.

  • Flexible, secure client access

    Clients work through the Qount portal and mobile app, or complete supported actions through secure no-login links. From any device they can jump straight to the next required item instead of paging through the rest.

  • Tax deliverables in one command center

    See obligations across clients, entities, and jurisdictions in one place, with deadlines, filing status, balances, refunds, and exceptions. QAI indicators add complexity, risk, workload, and pricing signals.

  • Automatic return delivery assembly

    Qount turns completed return information into a client-ready delivery with the right components, e-file authorizations, estimates, and tax summary for the client and spouse. Firms review and add instructions or notes before sending.

  • Firm-controlled delivery sequence

    Set a firm-wide default and override it for any client. You decide when the client reviews the return, pays the invoice, signs authorization forms, and receives final documents.

  • E-signatures and identity verification

    Present the right authorization forms for electronic signature and apply knowledge-based authentication when required. Signature progress is tracked inside the same guided delivery.

  • Invoices and payment collection

    Include an existing invoice or add one as part of the delivery, and accept secure electronic payment. When it matters, require payment before the client can sign or access the completed return.

  • Estimated-tax follow-through

    Deliver estimated-tax vouchers and instructions as part of the completed return. Clarify who is responsible for paying, keep upcoming obligations visible, and send reminders so they are not lost after delivery.

  • End-to-end 1099 compliance

    Stay inside Qount from W-9 collection and TIN matching through filing, corrections, and vendor copies. Seamless integration with Zenwork Tax1099 powers filing and recipient delivery without a separate login.

  • Automatic document organization and storage

    Completed organizers, client responses, and Gather documents are organized for you, and signed authorizations land in firm-selected folders. Final return copies route through QDrive with no manual download and re-upload.

Practice Management that drives results

Discover why firms are switching to Qount to connect time, billing, invoicing, and collections and turn completed work turns into revenue faster.

  • 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.