Collabee

Start working on projects in minutes with a clutter-free, visual interface. No complex training or lengthy deployment required. Plan projects from scratch or use our pre-planned templates. Assign and track work with lists, boards, and timelines. Connect your document library to collaborate on files and use @ mentions and comments to get details on a task – without more meetings or emails. Stay organized across multiple projects with updates on the status, health, and percentage complete in a single view. Stay on track with visual task management. Create and assign tasks, and group work into sections or phases. Collaborate on tasks with checklists, comments, mentions, and file attachments. Prioritize your workload across multiple projects with automated notifications and a single view of your assigned tasks.

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.