Clutterpad

Clutterpad

Software Jewel
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+

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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.

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.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies seeking a tool to double their staff productivity and run their team on auto-pilot

Audience

Businesses looking for a practice management solution to manage and organize all of their work in one place

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$60 per user per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Software Jewel
United Kingdom
www3.clutterpad.com

Company Information

Intuit
Founded: 1983
United States
proconnect.intuit.com/practice-management/

Alternatives

Alternatives

Basil

Basil

CoralTree
PayAgo

PayAgo

PingPong Global Solutions

Categories

Project Management Supported

Categories

Project Management Features

Agile Methodologies Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Not Supported
Traditional Methodologies Supported

Integrations

Amego Not Supported
Flexspring Not Supported
Gmail Not Supported
LINK To Any Not Supported
Lacerte Not Supported
Microsoft 365 Not Supported
Microsoft Exchange Not Supported
ProConnect Tax Not Supported
QuickBooks Online Not Supported
Quickwork Not Supported
Text Control Not Supported
Zapier Not Supported

Integrations

Amego Supported
Flexspring Supported
Gmail Supported
LINK To Any Supported
Lacerte Supported
Microsoft 365 Supported
Microsoft Exchange Supported
ProConnect Tax Supported
QuickBooks Online Supported
Quickwork Supported
Text Control Supported
Zapier Supported
Claim Clutterpad and update features and information
Claim Clutterpad and update features and information
Claim Intuit Practice Management and update features and information
Claim Intuit Practice Management and update features and information