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
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
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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
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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
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$19 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$60 per user per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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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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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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