Intuit Practice ManagementIntuit
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Related Products
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About
Use Cycles to visually collaborate with colleagues, contractors, and clients on your web projects. Manage web design and development by collecting and tracking tasks right on the webpage with a visual to-do list. Share your webpage with Clients for feedback and approvals, no unfamiliar URLs or 3rd party accounts required. Comments are organized by project and page, so your inbox stays tidy. Manage web design and development by collecting and tracking tasks right on the webpage with a visual to-do list. Cycles collects and organizes comments directly on the website, atop the design, imagery, or website copy. Perfect for design feedback, bug reports, change requests or other use cases. Keep discussions organized, on the page and out of email. Comments and replies are saved in the project archive so you can refer to them later. Use Cycles comments as a list of pending design, development, and copy tasks. Mark comments complete when they’re finished, and track remaining items.
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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
Teams, developers and companies in need of a solution to visually collaborate with colleagues, contractors, and clients
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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
$29 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 InformationCycles
Founded: 2018
cycleshq.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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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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