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Ratings and Reviews 0 Ratings
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What is notis?
Notis is a cutting-edge cloud-based engagement management platform designed specifically for accountants, enabling effortless collaboration with their clients. It not only improves organization but also enhances communication and provides sophisticated analytics. With Notis, accountants can efficiently manage their engagements through a single comprehensive platform that includes teams, clients, documents, communication, and analytics all in one place. Users enjoy a convenient snapshot view that highlights upcoming tasks and previously accessed workspaces, allowing them to effectively prioritize their responsibilities. The "activity center" acts as a centralized inbox, collating all activities linked to assigned workspaces, which helps users stay aware of the context behind every message they receive. These activities incorporate status updates, changes in priority, task assignments, and the options to comment or upload files. By reimagining traditional file rooms as vibrant task management hubs, Notis transforms document handling with its innovative organizational strategies. Each task entry tells its own story, facilitating easier progress tracking and ensuring clarity despite juggling multiple projects. This all-encompassing system not only boosts accountants' productivity but also enhances their interactions with clients, ultimately leading to improved outcomes in their professional engagements. As a result, Notis stands out as an essential tool for modern accounting practices.
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.
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
$65 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
notis
Date Founded
2021
Company Location
United States
Company Website
getnotis.com
Company Facts
Organization Name
Intuit
Date Founded
1983
Company Location
United States
Company Website
proconnect.intuit.com/practice-management/
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
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