Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Utilize Cycles to enhance visual collaboration with your team, contractors, and clients on web development projects. Oversee the design and coding process by gathering and monitoring tasks directly on your website through an intuitive visual to-do list. Clients can review the webpage for feedback and approvals without the need for unfamiliar links or third-party accounts. Comments are neatly categorized by project and page, ensuring that your inbox remains organized. Not only does Cycles compile and structure feedback directly on the site, but it also overlays design elements, images, or website text. This tool is ideal for collecting design critiques, bug notifications, modification requests, and other related tasks. Keep conversations orderly, directly on the page, and free from clutter in your email. All comments and responses are archived within the project, allowing you to revisit them later if necessary. Use the comments in Cycles as a comprehensive list of outstanding design, development, and content tasks. You can mark items as complete once they are addressed, helping you to monitor what's left to do effectively. Overall, Cycles streamlines collaboration, making project management more efficient and organized for everyone involved.
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
Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Integrations
Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Pricing Details
$29 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
Cycles
Founded
2018
Website
cycleshq.com
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
proconnect.intuit.com/practice-management/
Product Features
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