Qount
Qount is a practice management platform for tax and accounting firms, covering intake, document management, and delivery in one place. Built for mid-market and growing firms, Qount runs the firm so teams stop bouncing between five tools to manage one client.
The partnership is designed to make Filed immediately accessible to Qount customers while keeping setup simple and familiar.
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
Filed was designed to meet firms where they already operate. For Qount customers, that means AI tax prep and review available right inside Qount, as a fully embedded experience.
There's 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.
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
.png)
.avif)
.png)
Ready to see what AI-powered tax preparation can do?
Join tax professionals who are using Filed to handle document collection, data entry, and review so they can focus on what matters most.
SOC 2 compliant · US-only data · No model training on your data
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's 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.