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What is TickleTrain?

Bid farewell to the burdensome task of juggling your to-do list! TickleTrain allows you to transfer your tasks from your mind into a well-organized framework, bringing you a sense of calm. Effortlessly turn your emails into actionable tasks while you stay within your inbox, creating a seamless workflow. Enhance collaboration with your team by working together on projects, ensuring that no task is overlooked since TickleTrain keeps everything in check for you. You'll also eliminate the fear of missing out on following up with potential leads; TickleTrain takes care of your follow-ups with tailored, pre-written messages and enables you to set up drip email sequences in mere moments, all while portraying a polished image with our built-in templates. If you haven't received a reply, it automatically prompts follow-ups on your emails, instilling confidence in every message you dispatch. With just one click, you can convert any email into a task reminder, giving you the ability to schedule drip emails to any recipient, customized with unique content according to your preferences. TickleTrain not only transforms your task and communication management but also saves you valuable time, allowing you to focus on what truly matters and boosting your overall productivity. Embrace the efficiency and clarity that TickleTrain brings to your daily routine.

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

Gmail
Amego
Android
Apple Mail
Aqua Mail
Blue Mail Media
Flexspring
Google Chrome
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
Microsoft Outlook
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Thunderbird
Yahoo! Mail
Zapier

Integrations Supported

Gmail
Amego
Android
Apple Mail
Aqua Mail
Blue Mail Media
Flexspring
Google Chrome
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
Microsoft Outlook
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Thunderbird
Yahoo! Mail
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$8.95 per month
Free Trial Offered?
Free Version

Pricing Information

$60 per user 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

TickleTrain

Company Location

United States

Company Website

tickletrain.com

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/practice-management/

Categories and Features

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

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

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