Intuit Practice ManagementIntuit
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Related Products
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About
Collabee is a team collaboration software that helps organize updates and manage your files, projects, schedules, and tasks in one page. Go ahead and stay focused. collabee will save and organize all updates in the meantime. If you are assigned a task or mentioned by your team, a yellow mark will pop up for you to quickly identify. Got one clue? That's more than enough. All items are all categorically organized for you to locate them fast and easy. Edit issues with your team at the same time and achieve goals together. @ key does the magic. Add all related items like events, files, and tasks to your issue by simply typing @. Stop jumping from one task to another. Stay in the issue, because it has everything -events, decisions, files, links, and tasks. Stay in the issue and communicate by sharing comments. Reply to each other or add items so that you get a hold of the full context.
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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
A platform to organize updates and manage your files, projects, schedules, and tasks for teams
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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
$6 per user 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 InformationCollabee
Founded: 2019
United States
www.collab.ee
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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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Integrations
Gmail
Amego
Flexspring
GitHub
Google Calendar
Google Drive
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
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Integrations
Gmail
Amego
Flexspring
GitHub
Google Calendar
Google Drive
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
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