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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Clutterpad is a digital project management tool designed to align team efforts, ensuring project completion is achieved consistently and punctually. With this platform, you can efficiently manage your to-do lists, clearly identifying who is responsible for specific tasks and their deadlines. There's no need to follow up endlessly about task status; simply add the necessary items to Clutterpad, delegate them accordingly, and receive notifications upon their completion! Furthermore, you can say goodbye to the endless back-and-forth of emails; instead, communicate through Clutterpad, where project members can engage in discussions on each message. This approach not only declutters your inbox but also organizes your messages by topic, making them easy to reference later. The platform also helps you track who said what and when, centralizing all your communications in one accessible location for you and your teammates. No longer will you need to ask, "What’s the printer's number?" or "What was the last quote?" when a colleague is out of the office. In addition, Clutterpad allows you to share events seamlessly with your team, enabling quick checks on availability and schedules, streamlining the planning process. Ultimately, Clutterpad enhances team collaboration and productivity like never before.

Description

Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amego No 
Flexspring No 
Gmail No 
LINK To Any No 
Lacerte No 
Microsoft 365 No 
Microsoft Exchange No 
ProConnect Tax No 
QuickBooks Online No 
Quickwork No 
Text Control No 
Zapier No 

Integrations

Amego Yes 
Flexspring Yes 
Gmail Yes 
LINK To Any Yes 
Lacerte Yes 
Microsoft 365 Yes 
Microsoft Exchange Yes 
ProConnect Tax Yes 
QuickBooks Online Yes 
Quickwork Yes 
Text Control Yes 
Zapier Yes 

Pricing Details

$19 per month
Free Trial No 
Free Version No 

Pricing Details

$60 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Software Jewel

Country

United Kingdom

Website

www3.clutterpad.com

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/practice-management/

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management No 

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