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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.

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

Teams, developers and companies in need of a solution to visually collaborate with colleagues, contractors, and clients

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

$29 per month
Free Version Not Supported
Free Trial 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 Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Cycles
Founded: 2018
cycleshq.com

Company Information

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

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Categories

Design Feedback Supported
Visual Feedback Supported

Categories

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 Cycles and update features and information
Claim Cycles and update features and information
Claim Intuit Practice Management and update features and information
Claim Intuit Practice Management and update features and information