Question: Is there a project management solution that integrates with calendar and email management to streamline workflows for accounting firms?

If you're in the market for a project management tool that integrates with calendar and email tools to help accounting firms get work done, Karbon is a good option. This collaborative practice management tool is geared specifically for accounting firms and includes tools for client management, centralized knowledge, business analytics, workflow automation, project management, team collaboration, email management, document management, calendar integration, client portal, billing and payments, and AI & GPT integration. With integrations with apps like Zapier, Xero, and QuickBooks Online, Karbon can help you save time and get more done.

Another powerful option is Monday.com, an all-purpose work platform that lets teams manage work, projects and workflows with customizable tools. It includes modules for resource management, client projects, goals and strategy, IT tickets and content calendar. Monday.com's automation and AI tools can automate repetitive work, and it offers real-time data insights to help you make decisions. It's very flexible and adaptable, good for everything from startups to large enterprises.

For those who want AI-powered tools, Intapp could be a good option. It offers a variety of tools to help accounting and other professional services, including DealCloud for managing relationships and pipelines, Compliance for onboarding and monitoring clients, and Time for automating timekeeping. Intapp's Applied AI strategy includes abilities like conversational queries, document automation and data capture from emails and documents, so it's a good tool to boost productivity and cut risk.