Intuit Practice ManagementIntuit
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Related Products
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About
Caroot is an AI-powered and all-in-one application that allows users to get tasks done effectively, thus maximizing their productivity.
You can just simply make your requests, then wait for Caroot to return your output in no time, without managing the process all along.
1. Easily manage all your tasks in one place
Stay organized and on your to-do list with our easy-to-use task management system. You can create and prioritize tasks, set deadlines, and track progress.
2. Make a request; our professional workers will resolve it for you
Streamline the process of receiving, managing, and delivering your task orders. You can easily communicate with the assignee, set up payment options, and manage delivery details in one place.
3. Talk with Harper about anything you don’t know how to do
Our Harper could help you with general information questions. With the chatbot handling routine inquiries, you can focus on more important tasks.
It’s free! So download and give it a go.
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About
Manage CPAs by seeing what needs to be done, for which client, by when. Simply drag and drop to reprioritize, reassign, and balance out work. Filter your view by due date, status, assignee, and more so all tax preparers on the team stay in-the-know and the work never misses a beat. Automatically pull in your entire email inbox so you can take action with quick clicks. Post a comment for other tax preparers on the team, tag staff to take action, file the correspondence in a digital client folder, add it to your to-do list, or simply reply as you normally would. Customize ready-to-use templates, or create your own, so you and your team can easily move through common workflows. Once a task is marked complete, the next one automatically gets assigned to the right tax preparer and appears on their to-do list. Keep every client email, document, task, and more organized at your fingertips. See a full audit history at a glance, and even pin important items to the top for fast access.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Solopreneurs, independent workers, freelancers, digital nomads, entrepreneurs
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Audience
Businesses looking for a practice management solution to manage and organize all of their work in one place
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$60 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCaroot
Founded: 2023
Singapore
www.caroot.app/
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Company InformationIntuit
Founded: 1983
United States
proconnect.intuit.com/practice-management/
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Categories |
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Integrations
Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
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Integrations
Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
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