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Average Ratings 0 Ratings
Description
Collabee serves as an all-in-one team collaboration platform designed to streamline updates while effectively managing your projects, files, schedules, and tasks on a single page. By using Collabee, you can maintain your focus, as it automatically organizes and saves all updates for you. Whenever you are assigned a new task or mentioned by a team member, a distinctive yellow notification will appear, ensuring you can easily spot it. Just one clue is sufficient to steer you in the right direction. Everything is systematically categorized, allowing for quick and effortless retrieval. You can collaborate with your team in real-time to address issues and work towards achieving common objectives. The magic happens with the @ symbol; by simply typing it, you can add related events, files, and tasks to your discussion. This eliminates the hassle of switching between different tasks, as every relevant aspect—such as events, decisions, files, links, and tasks—can be found within the issue itself. Stay engaged in the issue by sharing comments, responding to colleagues, or attaching additional items to ensure that you grasp the complete context of the conversation. This seamless integration enhances teamwork 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
Integrations
Gmail
Yes
Amego
No
Flexspring
No
GitHub
Yes
Google Calendar
Yes
Google Drive
Yes
LINK To Any
No
Lacerte
No
Microsoft 365
No
Microsoft Exchange
No
Integrations
Gmail
Yes
Amego
Yes
Flexspring
Yes
GitHub
No
Google Calendar
No
Google Drive
No
LINK To Any
Yes
Lacerte
Yes
Microsoft 365
Yes
Microsoft Exchange
Yes
Pricing Details
$6 per user per month
Free Trial
No
Free Version
Yes
Pricing Details
$60 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
No
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
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Collabee
Founded
2019
Country
United States
Website
www.collab.ee
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
proconnect.intuit.com/practice-management/
Product Features
Collaboration
Brainstorming
No
Calendar Management
No
Chat / Messaging
No
Contact Management
No
Content Management
No
Document Management
No
Project Management
No
Real Time Editing
No
Task Management
No
Version Control
No
Video Conferencing
No
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