Qount

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.

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

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

• Practice management software
• CPA firm software
• Accounting workflow automation
• Tax practice software
• AI practice intelligence

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. 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

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Core 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

Named customers7 records

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration26 records

AI capability9 records

Feature9 records

Partnerships

19 partnerships are on record, tiered core.

• UltraTaxcoreTechnology or IntegrationTax 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 AxcesscoreTechnology or IntegrationTax software integration for automated tax workflow management.
• QuickBooks OnlinecoreTechnology or IntegrationTwo-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.
• SalesforcecoreTechnology or IntegrationCRM integration ensuring client data remains aligned across sales, onboarding, support, and service delivery workflows.
• HubSpotcoreTechnology or IntegrationCRM integration for client relationship management, marketing efforts, and communication alignment.
• XerocoreTechnology or IntegrationAccounting software integration with two-way data sync for workflow automation and accurate record maintenance.
• DocuSigncoreTechnology or IntegrationE-signature integration enabling secure electronic signatures for engagement letters, tax documents, and proposals via browser or mobile app with automated reminders and audit trail.
• GooglecoreTechnology or IntegrationEmail and calendar integration through Google Workspace, supporting productivity tool connectivity.
• MicrosoftcoreTechnology or IntegrationIntegration with Microsoft ecosystem including Outlook, Teams, SharePoint, and Power BI for reporting and analytics.
• SnowflakecoreTechnology or IntegrationReporting and data platform integration for deeper insights into operational performance, financial metrics, and workflow efficiency.
• Power BIcoreTechnology or IntegrationReporting and analytics integration for building powerful dashboards and analytics supporting better decision-making.
• CPAChargecoreTechnology or IntegrationPayment processor integration for embedded payment options in invoices and client workflows.
• Zenwork Tax1099coreTechnology or Integration1099 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.
• TwiliocoreTechnology or IntegrationSMS messaging support for client communication through Twilio integration.
• SendGridcoreTechnology or IntegrationEmail communication support through SendGrid integration.
• ZendeskcoreTechnology or IntegrationCRM integration for client support, communication, and ticket management alignment.
• iSolvedcoreTechnology or IntegrationPayroll platform integration supporting payroll workflows and client service operations.
• NelnetcoreTechnology or IntegrationPayment processor integration for invoice payments with automatic reflection in billing and financial records.
• LexisNexiscoreTechnology or IntegrationKnowledge-based identity authentication for secure document signing and identity verification.

Scale indicators10 records

Recent moves6 records

Expansion highlights6 records

Emerging 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

• Xtwitter.com/qount
• LinkedInlinkedin.com/company/qount

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Qount