Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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DocuGenerateOur web application and API facilitate the effortless creation of PDF documents, including invoices and letters. To get started, prepare your Word template by inserting tags at the locations where you wish to include dynamic content. You can then submit your data in either JSON format or an Excel file. The system will produce a document for every data entry, substituting the tags in the template with the corresponding real data. With robust customization options, businesses can easily generate PDF documents tailored to various needs. After uploading your template, the merge tags are automatically recognized based on its content. Our REST API is designed to help you craft personalized solutions for your organization. You can efficiently generate large volumes of PDF documents, such as contracts and letters, in a single go. Simply use the Generate Document API with your data, and a PDF will be created from the chosen template in a matter of seconds, streamlining your document generation process significantly. Whether you need one document or thousands, our system is equipped to handle your requirements swiftly and accurately.
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What is Intuit Practice Management?
Manage CPAs effectively by clearly identifying tasks, their corresponding clients, and deadlines. With an intuitive drag-and-drop interface, you can effortlessly adjust priorities and assign responsibilities. Employ filters based on due dates, task progress, or team members to keep all tax preparers informed and ensure workflows operate without hitches. Furthermore, integrate your email inbox seamlessly for quick actions that require just a few clicks. You have the ability to leave comments for colleagues, tag members for necessary follow-ups, archive communications in a digital client folder, add tasks to your to-do list, or respond in the usual manner. Customize existing templates or create your own to optimize standard processes for your team. Upon completion of a task, the next one is automatically allocated to the designated tax preparer, who will find it added to their task list. Every client email, document, task, and more is organized and easily accessible. You will also benefit from a detailed audit history, allowing you to effectively monitor all activities, while important items can be pinned for instant access. This all-encompassing system not only enhances efficiency but also fosters collaboration and productivity within your team, making it a valuable tool for streamlining operations.
What is Clutterpad?
Clutterpad serves as a digital project management solution aimed at synchronizing team efforts, leading to consistent and timely project completions. This platform allows users to effectively organize their to-do lists, making it easy to identify who is tasked with what and the respective deadlines. With Clutterpad, you can eliminate the need for constant follow-ups on task progress by simply inputting tasks, assigning them appropriately, and receiving notifications upon their completion. Additionally, the platform facilitates communication among team members, allowing discussions to occur directly within the app instead of through countless emails, thereby decluttering your inbox while categorizing messages by topic for easy future reference. It also assists in tracking discussions by recording who communicated what and when, which centralizes all correspondence for easy access by the team. You won’t have to wonder about details like "What’s the printer's number?" or "What was the last quote?" when team members are unavailable. Moreover, Clutterpad simplifies event sharing among colleagues, allowing for quick checks on availability and schedules, which streamlines the planning process significantly. Overall, Clutterpad not only boosts collaboration but also elevates team productivity to unprecedented levels, transforming the way projects are managed and executed. Furthermore, its user-friendly interface ensures that even those less tech-savvy can navigate the tool with ease.
Integrations Supported
Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Integrations Supported
Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
API Availability
Has API
API Availability
Has API
Pricing Information
$60 per user per month
Free Trial Offered?
Free Version
Pricing Information
$19 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Intuit
Date Founded
1983
Company Location
United States
Company Website
proconnect.intuit.com/practice-management/
Company Facts
Organization Name
Software Jewel
Company Location
United Kingdom
Company Website
www3.clutterpad.com
Categories and 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
Categories and Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies