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Intuit Practice Management

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Getting started with Intuit Practice Management

Work efficiently, collaborate with staff, and deliver exceptional client ex...

Idea Exchange: Getting Started Guide

Do you have ideas? We want to hear them! You can share ideas or feedback ab...

How not to be overwhelmed by your To-dos

When you look at your To-dos, and see hundreds due today, I am sure that yo...

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List of much needed fixes in Intuit Practice Management

1) A way to select multiple work items to change their status/assignee/etc all at once rather than pick each one.2) Ability to alphabetize in Work b... read more

Jenhenheacpa Level 3

Work

posted May 11, 2021

Last activity May 11, 2021 by mackacct

0 1
Is anyone using the To Do List effectively in Practice Management?

Looking for suggestions. The To-Do section seems very unworkable for me - with all the tasks, etc I can't find what I really need to do!

Jenhenheacpa Level 3

Intuit Practice Management

posted May 11, 2021

Last activity May 11, 2021 by jsylvester2019

2 2
Timer in IPM and direct connection to QBO

It would be much easier if we could add a timer in IPM, have the option to direct sync with QBO, and dispense with QB Time for users who don't need QB Tim... read more

swortmancpa Level 3

Work

posted May 11, 2021

Last activity May 11, 2021

1 0
Syncing with TSheets

There are some instances when a work item doesn't sync with TSheets when there's an error in the names between the two system, and it still doesn't sync when&nb... read more

swortmancpa Level 3

Work

posted May 11, 2021

Last activity May 11, 2021

0 0
Time display - week starting on Sunday

For US users, can we please have the option of showing weekly time with the week starting on Sunday instead of Monday?

swortmancpa Level 3

Work

posted May 11, 2021

Last activity May 11, 2021

0 0
Ability to print

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... read more

Kathi_at_Intuit Employee

Other

posted Apr 27, 2021

Last activity May 10, 2021 by Bruce_Dodds

3 2
How not to be overwhelmed by your To-dos

When you look at your To-dos, and see hundreds due today, I am sure that you think to yourself, how did that happen? The reason this may happen is because your ... read more

Will_Tax_Online Employee

Helpful Tips Intuit Practice Management

posted May 10, 2021

Last activity May 10, 2021

0 0
Sync Fees in IPM to Lacerte Invoice Amounts

We use Lacerte to invoice for tax returns and would help to have that sync to IPM. Having to input amounts twice.

Prod New Member

Integration

posted May 10, 2021

Last activity May 10, 2021

1 0
Allow for multiple email addresses to be added on client tasks

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 righ... read more

Kathi_at_Intuit Employee

Work

posted Apr 27, 2021

Last activity May 5, 2021 by SarahL

5 1
Draft email notification

Sometimes I compose an email and discover later in the day that I never sent it. That could happen when I get a call or am otherwise distracted and don't ... read more

swortmancpa Level 3

Intuit Practice Management

posted Apr 29, 2021

Last activity May 1, 2021 by swortmancpa

1 2
Add or Remove Columns in Contacts

Have the ability to add or remove columns in Contacts like you are able to do for the List view for Work. ... read more

Kathi_at_Intuit Employee

Other

posted Apr 28, 2021

Last activity Apr 28, 2021

1 0
Open Client Portal

Be able to use the client portal to send or receive client information, like a copy of the tax return without having to use a Client Task. &nb... read more

Kathi_at_Intuit Employee

Other Work

posted Apr 28, 2021

Last activity Apr 28, 2021

2 0
Sync Spouse Information

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

Kathi_at_Intuit Employee

Integration

posted Apr 28, 2021

Last activity Apr 28, 2021

5 0
Assign default date on created ToDo items

When creating a ToDo item in Intuit Practice Management, have the program set the date created as the default completion date unless another is selected. This w... read more

charlesb Returning Member

Collaboration

posted Apr 28, 2021

Last activity Apr 29, 2021

0 0
Pop-up Alert or Bell

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 ... read more

Kathi_at_Intuit Employee

Other

posted Apr 28, 2021

Last activity Apr 28, 2021

3 0