Qount

Qount is a practice management platform built for multi-service accounting firms — those offering a combination of accounting, tax, payroll, and wealth management services — with the goal of running all firm operations from a single system.

Firms use it to manage client engagements across different service lines without switching between tools. The contact management features include client tagging, custom client fields, and non-client contact types, which is useful for firms that manage referrals, advisors, and prospects alongside active clients. Email features include mass email, delay send, and AI-assisted email generation, which helps firms handle high volumes of client communication more efficiently.

The platform covers workflow management with recurring tasks, project hierarchy, and QBO integration, alongside time tracking and billing. Its breadth across functions is a key selling point for firms that find single-purpose tools create fragmentation.

It is suited for firms ranging from solo practitioners to those with 200 or more staff, but is particularly well-matched to multi-service firms that want a unified operational platform and find specialist tools difficult to keep coordinated.

Pricing

Per-user pricing (annual billing):

• Essentials: $74/user/month ($84 monthly) — task management, time & billing, document management, CRM, email integration
• Pro: $114/user/month ($124 monthly) — adds 1099 management, engagement letters, e-signatures, tax automation, reports & analytics
• Intelligence: $139/user/month ($149 monthly) — adds AI-powered task prioritization, scope creep detection, missed time entry alerts

Includes 1 SMS line with 500 monthly messages; additional lines at $30/month.

Reviews

• G2: 4.5/5 (1 review)
• Capterra: 5.0/5 (2 reviews)

Features

Workflow Management

Feature	Supported
List view	Yes
Kanban view	No
Job/work templates	Yes
Recurring jobs	Yes
Subtasks	No
Task dependencies	No
Automations	Yes
Custom statuses	Yes
@Mentions	No
Statutory due dates	No

Client Management

Feature	Supported
Client directory	Yes
Contacts	Yes
Client groups	Yes
Custom fields	Yes
Tags	Yes
Notes	Yes
Leads	Yes
CRM sync (QBO)	Yes (two-way)
CRM sync (Xero)	Yes

Client Portal

Feature	Supported
Client portal	Yes
Client tasks/requests	Yes
File uploads	Yes
Secure messaging	No
Scheduling	No
E-signatures	Yes
White label/custom branding	No

Email

Feature	Supported
Outlook integration	Yes
Gmail integration	Yes
Shared inboxes	Yes
Email-to-task	Yes
Email templates	No
AI email drafting	Yes
AI email summarization	Yes
View all client comms	No

Time Tracking & Billing

Feature	Supported
Time tracking	Yes
Timers	Yes
Invoicing	Yes
Fixed fee & hourly billing	Yes
Recurring billing	Yes
Online payments	Yes
WIP tracking	Yes
Write up/down	No
Realization reporting	Yes (by client)
QBO invoice sync	Yes
Xero invoice sync	No

Document Management

Feature	Supported
Document storage	Yes
Folders	Yes
Folder templates	Yes
File sharing with clients	Yes
SharePoint integration	No
Google Drive	No
Dropbox	No

Reporting

Feature	Supported
Time reports	Yes
Billing reports	Yes
Capacity/workload	No
Revenue insights	No

Proposals & Engagement

Feature	Supported
Proposals	Yes
Engagement letters	Yes
E-signatures on engagements	Yes

Integrations

Feature	Supported
QuickBooks Online	Yes
Xero	Yes
Outlook	Yes
Gmail	Yes
Zapier	No
Make	No
API	No
Webhooks	No

Security & Admin

Feature	Supported
User roles	Yes
Custom permissions	No
2FA/MFA	Yes
SSO	No
SOC 2	No
Client access controls	No

AI Features

Feature	Supported
AI email drafting	Yes
AI email summarization	Yes
AI task suggestions	Yes (Intelligence plan)
AI document classification	No
AI search	No

Mobile

Feature	Supported
Mobile-friendly (internal)	Yes
Native mobile app (internal)	No
Native mobile app (client portal)	No

Compliance & Regulatory

Feature	Supported
HMRC integration	No
Companies House integration	No
ATO integration	No
IRS transcript pulls	No
MTD support	No
Statutory deadline tracking	No

Support & Onboarding

Feature	Supported
Chat support	No
Email support	Yes
Phone support	Yes (immediate)
Dedicated rep	No
Onshore support	Yes
Free onboarding	Yes (assisted)
Paid onboarding packages	No
Knowledge base/docs	Yes