Built for firms running tax work in Qount
Qount is a practice management platform for tax and accounting firms, covering intake, document management, and delivery in one place. For Qount customers, AI tax prep and review are available right inside Qount, as a fully embedded experience.
There is no new tool to learn and no bouncing between systems. The documents you select in Qount flow straight into Filed, which handles the entire binder: organize, AI checklist, scan-and-populate, review, and the push to your tax software. Finished workpapers, complete with annotations and tick marks, flow right back into Qount's document management.
How it works
- Select your documents in Qount and click Send to Filed
- Filed opens embedded inside Qount, with token-based sign-in and no extra login screen
- Filed runs the full binder workflow, then returns finished workpapers to Qount
What this means for your team
- Prep, review, and workpapers without ever leaving Qount
- Token-based sign-in, no extra logins, fully embedded experience
- The binder advantage: AI annotations, lead sheets, and multi-level sign-offs
- Scan and populate into CCH Axcess, UltraTax, Lacerte, Drake, and ProConnect
How it works
- Select documents in Qount and send them to Filed
- Filed opens embedded inside Qount with token-based sign-in
- Filed runs the full binder, prep, and review workflow
- Finished workpapers flow back into Qount's document management
The questions firms ask us
Filed runs embedded inside Qount. You select documents in Qount, click Send to Filed, and Filed's full prep-and-review workflow opens right in the Qount portal. Finished workpapers flow back to Qount's document management automatically.
Filed embeds directly inside Qount as an iframe, so your team stays in the Qount interface while Filed manages the full binder and prep workflow. Sign-in is token-based, so there is no separate login to deal with.
Qount runs the firm: workflows, clients, documents, and billing. Filed runs the return: organize, prep, review, push to your tax software, and return the final workpapers. One connected workflow, supported by both teams.