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
No
API Access
Has API
No
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
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
Pricing Details
$29 per month
Free Trial
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
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