App Aware: Qount

App Aware features are concise articles designed to inform you about a specific app.

App Introduction

Qount offers cloud-based, AI-powered practice management software tailored for accountants, bookkeepers, tax, and audit firms.

Qount connects everything your firm needs, from CRM to onboarding, internal and client collaboration, document management, tasks, workflows, e-signatures, payment processing, project tracking, and more —all in one place, creating a fully integrated experience for you and your clients. This gives you more time to focus on what you do the best – growing your business.

Qount delivers automated workflows for bookkeeping, business taxes, individual taxes, payroll, and notices, enabling firms to standardize processes, reduce errors, and enhance productivity and efficiency.

Key Benefits

Benefits include, but are not necessarily limited to:

• Qount is an AI-powered practice management solution that automates tasks such as creating checklists, tracking progress, financial reporting, and monitoring KPIs.
• Qount includes the following AI-powered modules: Accounting Automation, Collaboration, CRM, Document Management, Task Management, Tax Automation, Time & Billing.
• Qount integrates with QBO, Xero, HubSpot, Zendesk, Microsoft Outlook, and Gmail, enabling firms to build upon solutions they may already be using.
• Qount combines traditionally separate tools for CRM, onboarding, internal and client collaboration, document management, tasks, workflows, e-signatures, payment processing, project tracking, and more into a holistic all-in-one solution.
• Qount is designed and built by tax and accounting professionals for tax and accounting professionals.
• Qount delivers automated workflows for bookkeeping, business taxes, individual taxes, payroll, and notices, enabling firms to standardize processes, reduce errors, and enhance productivity and efficiency.
• Qount is a comprehensive practice management solution engineered to benefit firms of all sizes.
• Qount is the world's first Practice Intelligence Platform, going beyond practice management software.

Key Features

Features include, but are not necessarily limited to:

• Client communications - email, SMS, and portal messaging—all in one timeline. Optional shared inbox. 
• CRM - 140 pre-defined fields, plus unlimited custom ones. Organize with labels, tags, client types, and filters to streamline your workflow.
• Document management - virtual drive with tax software print integration—exchange documents via portal or secure links.
• E-signatures - signature tracking, client reminders, multiple signers, order control, and KBA for Form 8879.
• Lead management - mass email, SMS, and push notification campaigns. Track leads, automate follow-ups, and sync with HubSpot or SFDC. 
• Month-end review - AI error and variance detection for fast reconciliation. Custom monthly checklists. Automatic reports and packaged delivery. 
• Projects/Tasks - automate recurring workflows, assign tasks, track time, and monitor progress.
• Proposals/Onboarding - clean click-through proposals. Upfront payment and instant onboarding automation.
• Reporting/Analytics - variance analysis, KPIs, trend tracking, custom insights, and more. Synchronize financial data from QBO or Xero. 
• Workflows - build project flows, auto-assign tasks, trigger actions, push alerts, and more. Use presets or build your own.

App Comparison and Contrast

According to Qount, if you were to look for similar apps with which to compare or contrast Qount, you would likely examine Canopy and Karbon. Typically, you can find product comparisons, generally provided by the competing product, by searching the internet. Insightful Accountant does not attempt to make any direct comparisons within our App Aware features^*.

Working with QuickBooks and Xero

• Qount integrates with the U.S. versions of QuickBooks Online Accountant and QuickBooks Online Advanced. Though not listed in the QuickBooks App Store, Qount syncs CPA firm client QBO data with the firm to eliminate manual uploads and downloads.
• Qount integrates with Xero, including Early, Growing, and Established, as well as Xero HQ. Qount syncs CPA firm client Xero data with the firm to eliminate manual uploads and downloads. It is not presently listed in the Xero App Marketplace.

Find Out More

Unfortunately, Qount does not presently offer 'free trials' of their App. You can, however, get a Demo of the App. You can also gather more information by visiting their website or inquire via email to info@qount.io.

Disclosures:

App Aware features are concise articles designed to summarize an App and make readers aware of it. These features are primarily composed of information provided by the App Developer, with only a cursory review of the Developer's website or QuickBooks/Xero App store webpages by Insightful Accountant writers, editors, or staff.

*- App Aware features do not involve any independent testing or analysis by the author, and they do not represent any endorsement by either Insightful Accountant or the author.

Qount was founded in 2015 and is headquartered at 7924 Preston Road, #350, Plano, TX 75024 with a phone number of 949-375-8469.

Any other trade names or references (including Square) used herein may refer to registered, trademarked, or copyrighted materials held by their respective owners; they are included in the content for informational and educational purposes only.

This is an editorial feature, not sponsored content. No vendor associated with this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.

Note: Registered Trademark ® and other registration symbols (such as those used for copyrighted materials) have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. Every attempt is made to credit such trademarks or copyrights within our respective article footnotes and disclosures.