ClutterpadSoftware Jewel
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Intuit Practice ManagementIntuit
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Related Products
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About
Clutterpad is an online project management app that keeps everyone going in the same direction, getting your project completed. On-time. Every time. Manage to-do lists and find out who has to do what and by when. No more chasing up to see if your colleagues have completed their tasks. Just add the to-dos on Clutterpad, assign them, and get notified when they're complete! Re. Re. No more email ping-pong. Instead of cluttering up your inbox, post a message to Clutterpad. Everyone in the project can then comment on the message. This keeps your inbox clutter-free and your messages will all be sorted according to a topic, easy to find and read later. Who said what, to whom and when? With Clutterpad, it keeps all your contacts in one location for you and your team. No more "Whats the number of the printer?" or "What was the last quote?" when Jane's away on vacation! Share your events with the rest of the team and check who's free or busy in a flash with Clutterpad.
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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
Companies seeking a tool to double their staff productivity and run their team on auto-pilot
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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 Videos |
Screenshots and Videos |
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Pricing
$19 per month
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 InformationSoftware Jewel
United Kingdom
www3.clutterpad.com
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Company InformationIntuit
Founded: 1983
United States
proconnect.intuit.com/practice-management/
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Categories |
Categories |
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Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
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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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