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Intuit Practice Management Idea Exchange

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Community Ideas
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  • 24 Votes
    Submitted by:
    04-27-2021
    5 comments

    Be able to print out pretty much anything from Intuit Practice Management To-dos, Work items, Work Templates, Notes, Comments etc. With the printing of work templates, they would be a... Read more

    Status: New
  • 19 Votes
    Submitted by:
    04-28-2021
    1 comments

    Have the option to sync the spouse's information from the tax software.This idea was submitted on behalf of an Intuit Practice Management customer

    Status: On the Roadmap
  • 18 Votes
    Submitted by:
    04-27-2021
    3 comments

    Would like to have the capability to bulk update Work items or To-dos.This idea was submitted on behalf of an Intuit Practice Management customer

    Status: On the Roadmap
  • 16 Votes
    Submitted by:
    04-28-2021
    1 comments

    Email Blast/Group EmailWould like to be able to have the ability to setup email groups for different contacts so that when you go to email you can type in one name, but it would add sa... Read more

    Status: Under review
  • 16 Votes
    Submitted by:
    04-27-2021
    5 comments

    examples of why:MFJ returns, want to send to both people on the return. Have an Organization that has 3 partners that have to receive the same reports, and right now on the client task... Read more

    Status: Accepted
  • 15 Votes
    Submitted by:
    04-28-2021
    3 comments

    Have a calendar that allows for meetings, reminders, and the syncing of appointments from Lacerte's Appointment Manager calendar.This idea was submitted on behalf of an Intuit Practice... Read more

    Status: Accepted
  • 12 Votes
    Submitted by:
    04-28-2021
    1 comments

    Would like to have a pop-up alert or bell for new Triage emails, mentions, to-dos/tasks and client comments. This idea was submitted on behalf of an Intuit Practice Management cust... Read more

    Status: Declined
  • 11 Votes
    Submitted by:
    04-28-2021
    3 comments

    Allow for the options of having the Work items status update when the Tax Return Status is updated in the tax software.This idea was submitted on behalf of an Intuit Practice Managemen... Read more

    Status: On the Roadmap
  • 9 Votes
    Submitted by:
    04-28-2021
    1 comments

    To be connected to a document storage and to be able to print to it.This idea was submitted on behalf of an Intuit Practice Management customer

    Status: On the Roadmap
  • 6 Votes
    Submitted by:
    05-26-2021

    Would be great if could group recurring work items that are billed together, but have different start and due dates.

    Status: New
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