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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 
ProConnect Tax No 
QuickBooks Online No 
Quickwork No 
Text Control No 
Zapier No 
Zoom Yes 

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 
ProConnect Tax Yes 
QuickBooks Online Yes 
Quickwork Yes 
Text Control Yes 
Zapier Yes 
Zoom No 

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 

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