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What is SmartTask?

Stay connected with your team on the go by utilizing SmartTask's mobile app! This platform allows you to assign tasks, leave feedback, and receive updates on the tasks you are overseeing. You can enrich your tasks by adding customized details through fields like Dropdowns, Text, Numbers, or Dates. The Tasklist view is particularly popular for managing spontaneous tasks alongside custom fields and timelines. Additionally, the Activity view offers a detailed history of task changes, showing who made edits and when they occurred. Commenting on tasks requires the activation of the Comment Only feature, enabling users to ask questions or share extra information within task discussions. You can also estimate time for each task, and these estimates will be totaled to assist in budgeting for the entire project. Filtering data across different projects is straightforward, and you can save your favorite filters for easy access later. The calendar view provides an organized look at approaching deadlines and key events. Moreover, external collaborators such as clients, vendors, and third-party contacts can be invited to participate seamlessly. The tasklist can be customized using various filtering options, creating a personalized view of your project management. These features not only promote effective communication but also significantly boost productivity for your team. By leveraging SmartTask's capabilities, you can ensure that everyone stays aligned and informed throughout the project's lifecycle.

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.

Media

Media

Integrations Supported

Easyflow
Integrately
KonnectzIT
Make
Pabbly Connect
Stackreaction
Vergic Engage

Integrations Supported

Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Zapier

API Availability

API Availability

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$60 per user per month

Supported Platforms

SaaS
Android

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Softronics

Date Founded

2016

Company Location

India

Company Website

www.smarttask.io

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/practice-management/

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Document Management
Project Management
Real Time Editing
Task Management
Video Conferencing

Categories and Features

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