Compare Intuit Practice Management vs. SmartTask

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.

Stay engaged with your team while on the move using SmartTask's mobile application! You can assign tasks, leave comments, and receive notifications for tasks you are monitoring. Enhance your tasks by incorporating additional details through customizable fields such as Dropdowns, Text, Numbers, or Dates. For tracking spontaneous tasks alongside custom fields and timelines, the Tasklist view is highly favored. The Activity view provides a comprehensive log of changes made to tasks, detailing who made alterations and when. Users can only comment on a task if the Comment Only feature is activated. Feel free to pose questions or provide additional information within task comments. You can also set time estimates for individual tasks, which will be aggregated to help gauge the project's overall budget. Easily filter data across various projects and save your preferred filters for future use. The calendar view offers clear insight into upcoming deadlines and significant events. You can also invite external collaborators, such as clients, vendors, and third-party individuals, to collaborate effectively. The tasklist can be filtered using multiple options, allowing for a tailored view of your project management. By using these features, you can streamline communication and enhance productivity within your team.