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Average Ratings 0 Ratings
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
Eliminate the frustration of sluggish websites with website optimization from Speedrank. Our continuous web performance monitoring evaluates your site's loading times, generating actionable to-do lists designed to enhance your page speed. With Speedrank, you can pinpoint areas for enhancement as it autonomously performs audits and regularly updates you via email with reports. The platform simplifies the task management process by allowing you to highlight and prioritize tasks directly on the dashboard, which can then be exported into a comprehensive to-do list. Additionally, Speedrank enables you to track your progress by comparing new reports with previous ones after implementing changes. Utilizing Google's own technology, Speedrank provides insights into how your page is perceived by Google itself. At its core, Speedrank's analyses are built on Google Lighthouse, a developer-focused analysis tool that evaluates web pages upon request and delivers thorough, in-depth reports. Unlike traditional methods, Speedrank continuously and automatically assesses web pages, translating complex technical insights into straightforward tasks that are easy to understand and execute. This ensures that your website remains optimized over time, adapting to changes in performance metrics and user needs.
API Access
Has API
No
API Access
Has API
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
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
Pricing Details
$60 per user per month
Free Trial
No
Free Version
No
Pricing Details
€9 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
No
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
No
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
proconnect.intuit.com/practice-management/
Vendor Details
Company Name
Speedrank
Country
Germany
Website
speedrank.app/en
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
Website Monitoring
Availability Testing
No
Event Logs
No
Event-Based Notifications
No
FTP Monitoring
No
Mail Server Monitoring
No
Maintenance Scheduling
No
Performance Metrics
No
Real Time Monitoring
No
Transaction Monitoring
No
Uptime Reporting
No