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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
Say goodbye to the stress of managing your to-do list! With TickleTrain, you can offload your to-do items from your mind and into an organized system. Experience tranquility as you seamlessly convert emails into actionable tasks while remaining in your inbox. Foster teamwork by collaborating on assignments and eliminate the worry of tasks slipping through the cracks; TickleTrain ensures everything is monitored for you. You'll also never miss an opportunity to follow up with potential leads again. Let TickleTrain handle those follow-ups with your custom, pre-written messages, and create drip email sequences in just a few minutes to maintain a professional image using our integrated templates. It will automatically follow up on emails if you haven’t received a response, giving you confidence with every email you send. With a single click, you can transform any email into a task reminder, and you have the flexibility to schedule drip emails to any contact, tailored with different content as you see fit. TickleTrain revolutionizes the way you manage your tasks and communications, ultimately saving you time and enhancing your productivity.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
Yes
Amego
Yes
Android
No
Apple Mail
No
Aqua Mail
No
Blue Mail Media
No
Flexspring
Yes
Google Chrome
No
LINK To Any
Yes
Lacerte
Yes
Integrations
Gmail
Yes
Amego
No
Android
Yes
Apple Mail
Yes
Aqua Mail
Yes
Blue Mail Media
Yes
Flexspring
No
Google Chrome
Yes
LINK To Any
No
Lacerte
No
Pricing Details
$60 per user per month
Free Trial
No
Free Version
No
Pricing Details
$8.95 per month
Free Trial
No
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
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)
No
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)
No
In Person
No
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
proconnect.intuit.com/practice-management/
Vendor Details
Company Name
TickleTrain
Country
United States
Website
tickletrain.com
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
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
No
Customer Surveys
No
Drip Campaigns
No
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
No
Subscriber Management
No
Template Management
No
WYSIWYG Email Editor
No
