+
+

Related Products

  • Maintainly
    73 Ratings
    Visit Website
  • JetBrains Junie
    12 Ratings
    Visit Website
  • Planview ProjectAdvantage
    121 Ratings
    Visit Website
  • WinningBidder.com
    164 Ratings
    Visit Website
  • Wrike
    7,631 Ratings
    Visit Website
  • Acadia
    3 Ratings
    Visit Website
  • Fathom
    7,733 Ratings
    Visit Website
  • Epsilon3
    265 Ratings
    Visit Website
  • Stonebranch
    183 Ratings
    Visit Website
  • Bravo POS for Pawnbrokers
    92 Ratings
    Visit Website

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.

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

A platform to organize updates and manage your files, projects, schedules, and tasks for teams

Audience

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

Support

Phone Support Not 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

$6 per user per month
Free Version 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 Not Supported

Training

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

Company Information

Collabee
Founded: 2019
United States
www.collab.ee

Company Information

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

Alternatives

Hitask

Hitask

Human Computer

Alternatives

Pinly

Pinly

Atomatiq
Basil

Basil

CoralTree

Categories

Collaboration Supported

Categories

Integrations

Gmail Supported
Amego Not Supported
Flexspring Not Supported
GitHub Supported
Google Calendar Supported
Google Drive 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
Zoom Supported

Integrations

Gmail Supported
Amego Supported
Flexspring Supported
GitHub Not Supported
Google Calendar Not Supported
Google Drive Not 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
Zoom Not Supported
Claim Collabee and update features and information
Claim Collabee and update features and information
Claim Intuit Practice Management and update features and information
Claim Intuit Practice Management and update features and information