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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Caroot is a comprehensive application powered by AI that enables users to accomplish their tasks efficiently, thereby enhancing overall productivity levels. Simply submit your requests and allow Caroot to swiftly provide the results, eliminating the need for you to oversee the entire process. 1. Manage all your tasks seamlessly in a single platform Stay organized with our intuitive task management system, which allows you to create, prioritize, set deadlines, and monitor your task progress effortlessly. 2. Submit a request, and our skilled professionals will take care of it Simplify the experience of ordering tasks by easily communicating with the assigned worker, arranging payment methods, and overseeing delivery details all in one convenient location. 3. Consult Harper for assistance with tasks outside your expertise Our Harper is available to provide help with general information inquiries, allowing you to devote your energy to more critical responsibilities while the chatbot addresses routine questions. Best of all, it's completely free! Download it today and experience the difference for yourself.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Amego No 
Flexspring No 
Gmail No 
LINK To Any No 
Lacerte No 
Microsoft 365 No 
Microsoft Exchange No 
ProConnect Tax No 
QuickBooks Online No 
Quickwork No 
Text Control No 
Zapier No 

Integrations

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

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$60 per user per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Caroot

Founded

2023

Country

Singapore

Website

www.caroot.app/

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/practice-management/

Product Features

Productivity

Collaboration No 
Database Creation No 
Document Creation No 
File Sharing No 
Notes Management No 
Office Suite No 
Presentation Tools No 
Project Management No 
Task Management No 
Team Chat No 

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 
Basil Reviews

Basil

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