Find the Right Qount Plan for Your Firm
Start with the features you need today, then compare the automation, reporting, and intelligence capabilities that support growth.
Essentials
Firms that need core practice management in one system.
- Core practice management foundation
- Time, billing, and invoicing
- Documents, CRM, email, and collaboration
- Secure sharing and third-party integrations
Pro
Growing firms that want to standardize workflow, reporting, documents, and operational processes in one platform.
Everything in Essentials plus :
- Reporting, analytics, and workflow automation
- Tax and accounting workflows, including 1099s and month-end close
- Engagement documents, e-signatures, organizers, vault, and Q:// workspace
- Guided assistance, client insight, calendars, campaigns, and SMS
- Reporting, analytics, and workflow automation
- Advanced time, billing, and invoicing controls
- Tax and accounting workflows, including 1099s and month-end close
- Engagement documents, e-signatures, organizers, vault, and Q:// workspace
- Client sentiment analysis, campaigns, and SMS
Intelligence
Firms that want specialized AI features to supercharge performance.
Everything in Essentials & Pro plus :
- QAI-powered prioritization and risk detection
- Ask QAI and Quote for faster answers and action
- AI-assisted 1099 mapping and filing workflows
- Earlier visibility into scope changes, missed time, and revenue leakage
Overview
Essentials
Pro
Intelligence
Core Practice Management
Task management
Manage tasks, due dates, owners, and progress in one system.
Document management
Organize and manage client and firm documents in a shared workspace.
CRM
Track client records, relationships, and firm activity in one place.
Email integration
Connect email activity to the broader client and work record.
Client collaboration
Work with clients through a shared experience rather than disconnected threads.
Secure document sharing
Share files securely with clients and internal teams.
Third-party integrations
Connect Qount to the broader practice technology stack.
(Contact us for the full list of integrations supported by each tier.)
Time & Billing
Time tracking
Capture time by client, engagement, project, task, and staff member.
Work-in-progress visibility
Monitor work in progress before billing to improve control over realization and timing.
Billing & invoicing
Generate invoices tied to tracked time, work, and billing activity.
Write-up / write-down attribution
Track write-ups and write-downs by user and/or project for clearer accountability and reporting.
Smart invoicing scenarios
Support retainers, expenses, and delayed credits within one streamlined invoicing workflow.
Invoice timesheet attachments
Attach timesheets to invoices with configurable fields and formatting.
Automated expense inclusion
Automatically roll approved expenses into invoices to reduce manual work and improve accuracy.
Multi-brand invoicing and document branding
Apply the correct logo, sender details, and brand context across invoices and related client-facing documents.
Workflow & Automation
Workflow standardization
Standardize repeatable firm workflows across teams and service lines.
Accounting automation
Automate accounting steps to reduce manual effort and improve consistency.
Tax automation
Automate tax workflow steps as work moves through the practice.
Manage 1099s
Manage 1099 workflows inside the broader practice operating system.
Month-end close
Support recurring month-end work with more consistent process control.
Documents & Client Experience
Engagement letters and proposals
Create and manage engagement documents and proposals inside the practice workflow.
E-signatures
Collect signatures without pushing the process into disconnected tools.
Digital organizers
Use structured digital organizers to gather information from clients.
Secure Vault
Store and manage sensitive files in a more secure client-facing environment.
Q:// (Virtual Drive)
Provide a virtual-drive style workspace for file access and organization.
*500 GB included. Additional storage available for purchase.
Reporting & Practice Intelligence
Reports & analytics
Expand reporting beyond the Essentials foundation for better operational visibility.
Client sentiment analysis (Powered by QAI)
Surface client sentiment signals to help teams act before issues grow.
Resolution time (Powered by QAI)
Track how quickly client or practice issues are being resolved.
Guided Search
Help users find the right information faster across the platform.
Clarify
Provide guided clarification and next-step help inside the workflow.
Communications, Scheduling & Outreach
Campaigns
Run client outreach and campaign workflows from the same platform.
SMS
Add text-based communication into the client engagement mix.
*1 SMS line with up to 500 monthly messages included. Additional lines available for $30 per month per line.
Tax software integration
Connect tax software into the wider practice workflow.
QAI / Intelligence Features
Task prioritization
Identify what work needs attention first so teams can focus on the highest-value next action.
1099 COA mapping
Use AI assistance to map chart-of-accounts data for 1099 workflows.
Scope creep
Surface possible scope expansion before it turns into untracked work or missed revenue.
Missed time entries
Flag likely missed time so revenue leakage can be addressed earlier.
Ask QAI
Ask natural-language questions and get faster answers from QAI.
Quote
Use QAI-assisted quoting support to move from insight to action more quickly.
Filing with Zenwork Tax1099
Extend 1099 workflows into filing with the Zenwork Tax1099 integration.
*Additional usage charges apply. Ask a sales representative for details.
Predictive prioritization and visibility
Give firms earlier awareness of risk, priorities, and performance signals across the practice.
FAQs
Can I upgrade my subscription?
Yes, you can upgrade your subscription tier at any time.
Do you offer discounts? š
Discounts may be available for new customers based on your firmās affiliations, contract terms, or selected package. Contact us to see if your firm qualifies.
Do you offer free trials?
Qount does not offer free trials at this time. Instead, we offer personalized demos designed around your firmās workflows, goals, and current systems so you can see the parts of Qount that matter most to your practice.
Is QAI an additional cost?
QAI capabilities are included in select Qount packages. Some advanced QAI features may be offered as stand-alone options in the future to give firms more flexibility as their needs grow.
Are support & onboarding included?
Technical support is included for all customers at no additional charge. Onboarding is provided for a one-time fee based on the number of users and the scope of implementation.
Can I pay monthly or annually?
Yes. Qount offers both monthly and annual billing options. Monthly pricing is $149/user/month for Intelligence, $124/user/month for Pro, and $84/user/month for Essentials.
Book a meeting to discuss your options
Once you complete the form, you’ll arrive at our calendar, where you can choose a time to meet with a Qount Advisor for 15 minutes. The Advisor will ask some questions to learn more about your firm’s goals and pair you with the correct product expert for a full consultation.