Qount
Qount (QountHQ, Inc.) is a Plano, Texas-based SaaS company that provides an AI-native Practice Intelligence platform unifying workflow, time, billing, CRM, document management, and AI-powered analytics for mid-market CPA and public accounting firms in the United States.
- Company typePrivate
- Founded2019
- HeadquartersPlano, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
What Qount does
Qount (legal entity QountHQ, Inc.) is a Plano, Texas-based SaaS company that builds an AI-native Practice Intelligence platform for public accounting firms. The platform unifies workflow, time and billing, client management, CRM, document management (including the Q:// Virtual Drive), and tasks/projects into a single system, replacing the 5-7 fragmented tools typically used by CPA practices. Its proprietary QAI (Qount Artificial Intelligence) engine operates across the architecture to deliver predictive capabilities including Revenue-at-Risk Detection, Dynamic Workload Rebalancing, Margin Risk Detection, Client Sentiment Monitoring, Quote Generation, and a conversational Ask QAI assistant. The company sells through a sales-led direct motion with personalized demos, targeting mid-market CPA firms via three subscription tiers: Essentials ($74/user/month annual), Pro ($114/user/month), and Intelligence ($139/user/month), with the Intelligence tier unlocking the full QAI feature set. Onboarding is fee-based and the model is per-seat subscription billed annually or monthly.
The platform integrates broadly across the accounting stack, including tax software (UltraTax, CCH Axcess, ProConnect, Drake, ProSeries, ATX), accounting systems (QuickBooks Online, Xero), CRM (Salesforce, HubSpot, Zendesk), payments (CPACharge, Nelnet), e-signature (DocuSign), communications (Twilio, SendGrid, Google Workspace, Microsoft 365), and BI (Snowflake, Power BI). Qount holds SOC 2 Type II certification (audited by Armanino LLP, December 2025) and ISO 27001, and the company claims to serve "hundreds of accounting firms." Named customers include PaulHood (200+ employees, 17 US locations), Kaizen CPAs, Patrick Accounting, Robert W. Morris, Howard Howard and Hodges, Accounting Complete, and Molinari Oswald, with documented outcomes such as 123% tax and accounting revenue growth, 50x billing speed improvement, 75% faster proposal delivery, and 15% firm-wide capacity gains.
Qount was co-founded by Uday Koorella (now Chief Innovation Officer, ex-Intuit) and Phani Ilapakurty (Board Member, now Partner at Cherry Bekaert). Pete Miele joined as CEO in 2023, bringing 20+ years of experience from Deloitte, SurePrep, and Thomson Reuters. The company raised a $17M Series 4 in February 2025 led by Savant Growth with participation from Kennet Partners. The executive bench includes Sarika Arora (CPO, ex-SurePrep/Thomson Reuters), Andrew McKay (VP Marketing), and Colleen Osborne (VP Sales, ex-SurePrep/Thomson Reuters). Qount has trademarked the category term "Practice Intelligence" and is actively investing in product expansion, evidenced by the November 2025 UX/UI redesign and December 2025 Zenwork Tax1099 integration and QAI Hub updates.
Qount firmographics
Firmographics- Name
- Qount
- Legal name
- QountHQ, Inc.
- Website
- https://qount.io
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Qount (QountHQ, Inc.) is a Plano, Texas-based SaaS company that provides an AI-native Practice Intelligence platform unifying workflow, time, billing, CRM, document management, and AI-powered analytics for mid-market CPA and public accounting firms in the United States.
- Ownership category
- akta.pro rank
Qount industry classification
Industry- Product category
- Accounting Practice Management Software
- NAICS
- Software Publishers (5132), Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming Services (7371)
- akta.pro primary industry
- iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)
- akta.pro secondary industry
- Dashboarding & KPI/Performance Management (HDAEAMAF)
Keywords
Where Qount is headquartered
LocationHeadquarters
- HQ city
- Plano
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Qount business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription SaaS (Per User): Annual or monthly subscription pricing based on per-user seat count. Three tiers: Essentials ($74/user/month annual), Pro ($114/user/month annual), and Intelligence ($139/user/month annual). Monthly billing available at higher rates ($84/$124/$149 per user per month). Onboarding fee based on number of users and scope of implementation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Core practice management for firms needing foundational workflow, time, billing, documents, CRM, and integrations in one system. |
| Subscription | Annual | Growing firms wanting standardized workflow, reporting, documents, and operational processes with advanced automation. |
| Subscription | Annual | Firms wanting specialized AI features to supercharge performance with predictive insights and prioritization. |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels7 records
Qount product offering
Product offeringCore offering
Qount sells a unified, AI-native Practice Intelligence Platform for CPA and public accounting firms that combines workflow management, time and billing, client collaboration, CRM, and document management into a single subscription SaaS product. Embedded across the platform is QAI (Qount Artificial Intelligence), which unifies operational, performance, and client data to deliver predictive insights, revenue-at-risk detection, dynamic workload rebalancing, and client-sentiment monitoring. The platform replaces the 5–7 fragmented tools that accounting firms typically use and is sold per-user in three tiers (Essentials, Pro, Intelligence), with integrations to UltraTax, CCH Axcess, QuickBooks Online, Xero, Salesforce, HubSpot, DocuSign, Twilio, Microsoft, Google, Snowflake, Power BI, CPACharge, Nelnet, and Zenwork Tax1099.
Product overview
Qount offers a unified Practice Intelligence Platform for public accounting firms that combines practice management, AI-powered intelligence, and integration capabilities. The platform architecture consists of a core Practice Management system with embedded QAI (Qount Artificial Intelligence) powering Operational, Client, and Performance Intelligence. Key modules include Work (tax, accounting, payroll), Tasks & Projects (workflows and automation), Clients (portal and collaboration), Time & Billing (invoicing and payments), CRM, and Document Management with Q:// Virtual Drive. The platform is offered through three pricing tiers: Essentials ($74/user/month), Pro ($114/user/month), and Intelligence ($139/user/month). Intelligence tier includes full QAI capabilities for predictive analytics, anomaly detection, and natural language querying. The platform integrates with major tax software (UltraTax, CCH Axcess, ProConnect), accounting systems (QuickBooks Online, Xero), CRM (HubSpot, Salesforce, Zendesk), payment processors (CPACharge, Nelnet), and communications tools (Twilio, SendGrid, Microsoft, Google).
Differentiator
Problem solved
Functional benefit
Products and services
- Qount Practice Intelligence Platform Unified, AI-native Practice Intelligence Platform for CPA and public accounting firms that connects workflow management, time and billing, client management, CRM, document management with Q:// Virtual Drive, and an integrations ecosystem (UltraTax, CCH Axcess, QuickBooks Online, Xero, Salesforce, HubSpot, DocuSign, Twilio, Microsoft, Google, Snowflake, Power BI, CPACharge, Nelnet, Zenwork Tax1099) with embedded QAI for operational, client, and performance intelligence. Sold per-user as a subscription SaaS product across Essentials ($74/user/month), Pro ($114/user/month), and Intelligence ($139/user/month) tiers.
Quantifiable outcome
- 8-12% growth in per-client revenue
- +7 more outcomes
Companies that use Qount
Customer profileNamed customers7 records
Segments4 records
Ideal customer profiles1 record
Qount technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration26 records
AI capability9 records
Feature9 records
Qount partnerships and signals
Strategic signalPartnerships
19 partnerships are on record, tiered core.
- UltraTaxcoreTax software integration supporting automated tax workflows. Qount intelligently reads printed tax organizers and prior-year tax returns to automatically generate document request lists, prepare e-file authorization signatures, and create invoices as part of the tax delivery process.
- CCH AxcesscoreTax software integration for automated tax workflow management.
- QuickBooks OnlinecoreTwo-way data sync with QuickBooks Online general ledger system. Accounting information flows seamlessly between systems, allowing firms to automate workflows, maintain accurate records, and reduce manual reconciliation. Qount's QBO integration allows accountants to make notes directly and have clients receive prompts in the portal with real-time sync.
- SalesforcecoreCRM integration ensuring client data remains aligned across sales, onboarding, support, and service delivery workflows.
- HubSpotcoreCRM integration for client relationship management, marketing efforts, and communication alignment.
- XerocoreAccounting software integration with two-way data sync for workflow automation and accurate record maintenance.
- DocuSigncoreE-signature integration enabling secure electronic signatures for engagement letters, tax documents, and proposals via browser or mobile app with automated reminders and audit trail.
- GooglecoreEmail and calendar integration through Google Workspace, supporting productivity tool connectivity.
- MicrosoftcoreIntegration with Microsoft ecosystem including Outlook, Teams, SharePoint, and Power BI for reporting and analytics.
- SnowflakecoreReporting and data platform integration for deeper insights into operational performance, financial metrics, and workflow efficiency.
- Power BIcoreReporting and analytics integration for building powerful dashboards and analytics supporting better decision-making.
- CPAChargecorePayment processor integration for embedded payment options in invoices and client workflows.
- Zenwork Tax1099core1099 filing platform integration for end-to-end 1099 workflow management from enrollment to submission. Qount's December 2025 release extended 1099 workflows into filing with Zenwork Tax1099 integration.
- TwiliocoreSMS messaging support for client communication through Twilio integration.
- SendGridcoreEmail communication support through SendGrid integration.
- ZendeskcoreCRM integration for client support, communication, and ticket management alignment.
- iSolvedcorePayroll platform integration supporting payroll workflows and client service operations.
- NelnetcorePayment processor integration for invoice payments with automatic reflection in billing and financial records.
- LexisNexiscoreKnowledge-based identity authentication for secure document signing and identity verification.
Scale indicators10 records
Recent moves6 records
Expansion highlights6 records
Qount competitors and assessment
Company assessmentEmerging players
- Botkeeper: Botkeeper applies AI and automation to bookkeeping workflows for accounting firms and their SMB clients. While more focused on bookkeeping execution than practice management, it overlaps with Qount's AI-augmented productivity narrative for accounting firms.
- Suralink: Suralink offers engagement management and workflow tools for accounting and audit firms, including PBC request tracking and document collection. It overlaps with Qount's workflow and engagement-letter capabilities but with a narrower product surface.
Others
- Intuit (ProConnect / QuickBooks): Intuit offers ProConnect Tax Online and QuickBooks Online Accountant with embedded workflow and practice tools for accounting professionals. As the dominant small-firm accounting platform, Intuit is a significant incumbent competitor and integration partner.
Direct peers
- Canopy: Canopy is a practice management suite for accounting firms with workflow, client CRM, document management, and billing. It targets the same vertical mid-market CPA segment as Qount with a similar all-in-one positioning.
- Karbon: Karbon is a leading practice management workflow platform built specifically for accounting firms, offering workflow automation, team collaboration, and client communication. It competes head-to-head with Qount for the same mid-market CPA firm buyer.
- Jetpack Workflow: Jetpack Workflow provides workflow automation and process management specifically for accounting firms. It is a more workflow-focused competitor within the same accounting-firm vertical.
- TaxDome: TaxDome is an all-in-one practice management platform for accounting and tax firms covering workflow, CRM, document management, client portal, and billing. It directly overlaps Qount's product surface and target buyer.
Broad incumbents
- Thomson Reuters (Onvio): Thomson Reuters is the dominant incumbent in tax and accounting software (UltraTax, CCH Axcess, Onvio). It offers a full practice management suite and is the company Qount most directly replaces in mid-market CPA firms.
- Xero (Xero Practice Manager): Xero Practice Manager provides workflow, jobs, and document management for accounting practices on the Xero platform. It competes with Qount in accounting firms already standardized on Xero.
- Wolters Kluwer (CCH Axcess): Wolters Kluwer's CCH Axcess platform provides integrated tax, workflow, and document management for accounting firms. It is a broad incumbent with deep tax-domain data that competes with Qount's unified practice management offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Qount social profiles
Digital presenceQount compliance and trust
Trust signalCompliance3 records
Qount financial estimates
Financial estimateRevenue estimate
Valuation estimate
Qount leadership team
Management profileNumber of profiles
Profiles6 records
Qount funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Qount M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Qount
What does Qount do?
Qount sells a unified, AI-native Practice Intelligence Platform for CPA and public accounting firms that combines workflow management, time and billing, client collaboration, CRM, and document management into a single subscription SaaS product. Embedded across the platform is QAI (Qount Artificial Intelligence), which unifies operational, performance, and client data to deliver predictive insights, revenue-at-risk detection, dynamic workload rebalancing, and client-sentiment monitoring. The platform replaces the 5–7 fragmented tools that accounting firms typically use and is sold per-user in three tiers (Essentials, Pro, Intelligence), with integrations to UltraTax, CCH Axcess, QuickBooks Online, Xero, Salesforce, HubSpot, DocuSign, Twilio, Microsoft, Google, Snowflake, Power BI, CPACharge, Nelnet, and Zenwork Tax1099.
Is Qount a public or private company?
Qount is a private company. It is classified as venture growth investor backed and is currently operating.
When was Qount founded?
Qount was founded in 2019. It employs 101 to 250 people.
Where is Qount based?
Qount is headquartered in Plano, United States, in the North America region.
How does Qount make money?
One revenue line is on record: subscription SaaS (Per User).
Who are Qount's main competitors?
Emerging players on record are Botkeeper and Suralink. Intuit (ProConnect / QuickBooks) is listed as an others. Direct peers are Canopy, Karbon, Jetpack Workflow and TaxDome. Broad incumbents are Thomson Reuters (Onvio), Xero (Xero Practice Manager) and Wolters Kluwer (CCH Axcess).
Does Qount have an API?
No public API is recorded for Qount.
What industry is Qount in?
Qount's product category is Accounting Practice Management Software. Its primary akta.pro industry code is HDAEAHAG, iBPMS (Intelligent BPM Suites) & Process Automation Suites, with a secondary code of HDAEAMAF, Dashboarding & KPI/Performance Management. Its NAICS code is 5132 and its SIC code is 7371.