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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
API Access
Has API
Integrations
Gmail
Amego
Flexspring
GitHub
Google Calendar
Google Drive
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
Integrations
Gmail
Amego
Flexspring
GitHub
Google Calendar
Google Drive
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
Pricing Details
$6 per user per month
Free Trial
Free Version
Pricing Details
$60 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management