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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Vikunja is an open-source to-do application that users can host themselves, aimed at enhancing organization and collaborative efforts. It provides a structured way to manage tasks within projects, including the ability to create subprojects for better hierarchical organization, ensuring that related tasks are kept together. Users can effortlessly share projects with individuals or entire teams, assigning tasks to specific members so that everyone is aware of their responsibilities. With various task views available, such as a classic list, Gantt chart, table, and Kanban board, Vikunja allows users to select the layout that aligns with their preferred workflow style. Additionally, tasks can be enriched with features like reminders, recurring schedules, subtasks, labels, priorities, and attachments, as well as connections to other tasks. The Quick Add Magic feature simplifies the task creation process by allowing users to input due dates, labels, and assignees all at once, minimizing the need for further editing. Furthermore, Vikunja facilitates an easy transition from other platforms by supporting task imports from services like Todoist, Trello, or Microsoft To-Do, making it an adaptable option for those looking to streamline their task management. Overall, Vikunja serves as a versatile and collaborative tool, catering to diverse organizational needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amego Yes 
Elestio No 
Flexspring Yes 
Gmail Yes 
LINK To Any Yes 
Lacerte Yes 
Microsoft 365 Yes 
Microsoft Exchange Yes 
Microsoft To Do No 
ProConnect Tax Yes 
QuickBooks Online Yes 
Quickwork Yes 
Text Control Yes 
Todoist No 
Trello No 
Zapier Yes 

Integrations

Amego No 
Elestio Yes 
Flexspring No 
Gmail No 
LINK To Any No 
Lacerte No 
Microsoft 365 No 
Microsoft Exchange No 
Microsoft To Do Yes 
ProConnect Tax No 
QuickBooks Online No 
Quickwork No 
Text Control No 
Todoist Yes 
Trello Yes 
Zapier No 

Pricing Details

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

Pricing Details

€4 per month
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/practice-management/

Vendor Details

Company Name

Vikunja

Founded

2018

Country

Germany

Website

vikunja.io

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 

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

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