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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.
Description
Stay engaged with your team while on the move using SmartTask's mobile application! You can assign tasks, leave comments, and receive notifications for tasks you are monitoring. Enhance your tasks by incorporating additional details through customizable fields such as Dropdowns, Text, Numbers, or Dates. For tracking spontaneous tasks alongside custom fields and timelines, the Tasklist view is highly favored. The Activity view provides a comprehensive log of changes made to tasks, detailing who made alterations and when. Users can only comment on a task if the Comment Only feature is activated. Feel free to pose questions or provide additional information within task comments. You can also set time estimates for individual tasks, which will be aggregated to help gauge the project's overall budget. Easily filter data across various projects and save your preferred filters for future use. The calendar view offers clear insight into upcoming deadlines and significant events. You can also invite external collaborators, such as clients, vendors, and third-party individuals, to collaborate effectively. The tasklist can be filtered using multiple options, allowing for a tailored view of your project management. By using these features, you can streamline communication and enhance productivity within your team.
API Access
Has API
No
API Access
Has API
No
Integrations
Amego
Yes
Easyflow
No
Flexspring
Yes
Gmail
Yes
Integrately
No
KonnectzIT
No
LINK To Any
Yes
Lacerte
Yes
Make
No
Microsoft 365
Yes
Integrations
Amego
No
Easyflow
Yes
Flexspring
No
Gmail
No
Integrately
Yes
KonnectzIT
Yes
LINK To Any
No
Lacerte
No
Make
Yes
Microsoft 365
No
Pricing Details
$60 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
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
Yes
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
proconnect.intuit.com/practice-management/
Vendor Details
Company Name
Softronics
Founded
2016
Country
India
Website
www.smarttask.io
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
Product Features
Collaboration
Brainstorming
Yes
Calendar Management
Yes
Chat / Messaging
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Project Management
Yes
Real Time Editing
Yes
Task Management
Yes
Version Control
No
Video Conferencing
Yes
