Introducing your new
Intuit Practice Management
solution

Centralize contacts. Automate tasks.
Collaborate in real-time. Track progress.

Or make your appointment now.
You can also speak to a specialist at 844-818-5401.

Transform your workflow

 

Experience unparalleled productivity with practice management that deeply integrates with both your work email and your tax software. Centralize all of your contacts, communication and work online with Intuit Practice Management powered by Karbon. With nothing to install or maintain, you'll be up and running in no time.

 

See how it works (2:34)

 

Work more smoothly from that first client email to e-filing their tax returns.

Customizable dashboards

See staff assignments, priorities, deadlines and progress statuses for every client and service in one place. Create and save your favorite views to help you keep your firm on track every day.

Real-time collaboration

Create tasks directly from client emails, assign them to staff, set notifications, and even have staff discussions right from your smart inbox. Every interaction is recorded in a timeline, so you never lose sight of where you are.

Task automation

Deliver consistent, quality services to every client with best-inclass work templates that standardize processes and automate repetitive tasks like client reminders, so you can focus on what matters most. Plus, only Intuit Practice Management gives you templates created exclusively for Intuit Lacerte Tax and Intuit ProConnect Tax.

Software integration

Sync your client data between Intuit Practice Management and either Lacerte or ProConnect to reduce data entry, view e-file and eSignature statuses, and prepare returns more efficiently. It also integrates with TSheets by QuickBooks, QuickBooks Online, and thousands of other apps through Zapier.

Time and billing

Track your staff members' time by client or job with TSheets, then process billing and payroll with QuickBooks—with all of your changes synced for the updated contact or work item across the different software though seamless integration. If you haven't yet, create your free TSheets account today.

 

See all features

 

Click image to enlarge

 

  • Customizable dashboards

     

    Get a bird’s-eye view of everything you’re working on

  • Real-time collaboration

     

    Tag staff members to quickly bring them into conversations

  • Task automation

     

    Make sure every job is done with organized checklists

  • Software integration

     

    Run your business and do tax work without switching software

  • Time and billing

     

    Automatically track your staff's hours

Customizable dashboards

See staff assignments, priorities, deadlines and progress statuses for every client and service in one place. Create and save your favorite views to help you keep your firm on track every day.

Customizable dashboards

 

Get a bird’s-eye view of everything you’re working on

 

 

Real-time collaboration

Create tasks directly from client emails, assign them to staff, set notifications, and even have staff discussions right from your smart inbox. Every interaction is recorded in a timeline, so you never lose sight of where you are.

Real-time collaboration

 

Tag staff members to quickly bring them into conversations

 

 

Task automation

Deliver consistent, quality services to every client with best-inclass work templates that standardize processes and automate repetitive tasks like client reminders, so you can focus on what matters most. Plus, only Intuit Practice Management gives you templates created exclusively for Intuit Lacerte Tax and Intuit ProConnect Tax.

Task automation

 

Make sure every job is done with organized checklists

 

 

Software integration

Sync your client data between Intuit Practice Management and either Lacerte or ProConnect to reduce data entry, view e-file and eSignature statuses, and prepare returns more efficiently. It also integrates with TSheets by QuickBooks, QuickBooks Online, and thousands of other apps through Zapier.

Software integration

 

Run your business and do tax work without switching software

 

 

Time and billing

Track your staff members' time by client or job with TSheets, then process billing and payroll with QuickBooks—with all of your changes synced for the updated contact or work item across the different software though seamless integration. If you haven't yet, create your free TSheets account today.

Time and billing

 

Automatically track your staff's hours

 

See all features

 

 

 

Team

Gain improved collaboration, automated processes, and optimized workflows.

1-9 users

$60

paid monthly per user*

Request a demo

Business

Stay competitive with access to high-volume workflows, multiple teams, additional templates for more complex processes, and automation.

10-19 users

$85

paid monthly per user*

Request a demo

Enterprise

Get complete access, including unlimited work and contact management features, advanced reporting, custom data management, and more.

20+ users

Call 844-818-5401

for your estimate

Request a demo

 

Compare plan features

Number of users

Team

1-9

Business

10-19

Enterprise

20+

Exclusively for Lacerte and ProConnect

Show descriptions    

Tax software integration and added features

Work templates for every tax return i
Standardize tax preparation processes to create consistency for your staff and clients.
Two-way client data sync i
Your updates are automatically made in both Intuit Practice Management and in your tax software.
E-file statuses i
See the e-file statuses of your tax clients' returns in Intuit Practice Management.
Custom tax statuses i
Create statuses for tax clients and work that tell you where they are in your process.
eSignature statuses i
See the eSignature statuses of all clients and documents in Intuit Practice Management.
30-day money-back guarantee i
Enjoy peace of mind. See more details at proconnect.intuit.com/guarantee/

Standard features

Show descriptions    

Workflow management

Work timelines i
View the audit history of all internal and external communications related to any work item
Work in progress i
See work items with your "in progress" status.
200
1,000
Unlimited
Workflow statuses i
Customize statuses to define how work progresses.
35
50
Unlimited
Work templates i
Standardize processes for each service you provide to create consistency for your staff and clients.
40
75
Unlimited
Work types i
Custom categorize your work for easy search, filtering and organization.
 

Communication

Email triage i
Manage all of your email and notifications in this supercharged inbox. Only integrates with Gmail, Office 365 or Microsoft Exchange.
Notes on timelines i
Have conversations, visible only to staff members.

Team collaboration

Comments on emails, tasks and notes i
Connect with staff in context of the work you're doing.
@Mentions i
Tag staff members to bring them into conversations.
Individual staff members
Individuals
and teams
Individuals
and teams
Teams & sub-teams i
Set up and manage your staff in teams.
 

Client collaboration

Client requests i
Ask your clients for information or assign them tasks to complete.
Client file uploads and comments i
Enable clients to upload documents and comment on their assigned tasks.
Automatic client reminders i
Schedule reminders to follow up with clients on their assigned tasks.
 
Branded client portal i
Give your clients a secure and easy way to collaborate with you.
 

Task management

Task lists i
Follow checklists to ensure every work item has been completed.
Colleague assignments i
Assign tasks to your staff, so everyone knows who is responsible for what.
Task list automators i
Create logical relationships between tasks or activities.
 

Contact management

Client sync with TSheets and QuickBooks i
Bring in data, automate common processes, and manage work from your Intuit software in one place.
Contact timelines i
View the audit history of all emails, tasks, notes and activities for of any client.
Contact profiles i
Keep records of all details, communications and work items for every client.
500
Unlimited
Unlimited
Contact types i
Organize your clients, prospects, suppliers and other contacts with custom categories.
10
25
Unlimited
Client groups i
Manage people and organizations that are connected by ownership or financial structure.
 

Automation

Notifications i
Receive alerts for assignments, mentions from staff, client responses and other important activities.
Work scheduler i
Set schedules for recurring work to repeat automatically.
Placeholder job roles i
Use placeholders to automatically assign tasks to staff based on their role in your firm.
15
25
Unlimited

Documents and storage

File management i
Stored documents are automatically arranged by client and job.
Attach files to tasks and notes i
Share documents with staff through comments and tasks.
Storage (per user) i
Save and secure every user's files in Intuit Practice Management.
2 GB
10 GB
20 GB

Capacity planning

Time estimates and budgets i
Estimate time and budget for every job to help make better-informed decisions.
Time tracking i
Track time against clients or jobs with our TSheets integration.
 

Privacy and permissions

Private contacts i
Make clients private or hidden to control who has access to them.
Private work i
Control the visibility and access allowed for every work item.
Private conversations i
Enable your firm to keep certain conversations private or hidden.
User permissions i
Assign and manage different levels of access within your firm.
Admin and staff
Admin and staff
Custom

Reporting and insights

Work dashboard and Kanban i
View and optimize all of your firm's work in one place.
Insights (performance reporting) i
Easy-to-read, detailed reports on output, efficiency, email activity and much more.
 
Basic
Advanced
Reporting period i
Choose how far back you want your reports to go.
 
30 days
60 days

Search and filtering

Global search i
Find anything you need in seconds.
Contact list filtering i
Sort through your contacts to quickly find the clients that need your attention.
Basic
Advanced
Advanced
Work list filtering i
Sort through your work items to quickly find what you need anytime.
Basic
Advanced
Advanced
To-do list filtering i
Sort through your to-dos to find what you need to get done urgently.
Basic
Advanced
Advanced

Integrations

Tax Software: Lacerte & ProConnect Tax
Cloud email (Gmail and Office 365) i
Connect your work email, so your messages flow directly into Intuit Practice Management.
Microsoft Exchange i
Connect your work email, so your messages flow directly into Intuit Practice Management.
 
Ecosystem apps i
Bring in data, automate common processes, and manage other apps in one place.
Zapier i
Find and connect additional helpful apps from over 1,500 choices through Zapier.
 

Data management

Data import i
Import your existing client, work and process data into Intuit Practice Management.
Self-service
Assisted
Fully managed
Data export i
Download your client, work and template data into a CSV file to perform your own analysis.
Standard
Standard
Custom

Training and support

In-product support i
Access a rich knowledge base of self-help articles to get answers without the wait.
US-based phone support i
Get answers to your questions live from U.S.-based specialists.
Email support i
Leave and receive messages with Intuit Practice Management experts through email.
 
 

* Additional terms, conditions and fees apply.

New Lacerte exclusive: drive productivity with your virtual office software package.

Learn more

A lot of the things that we work on can be life-changing for clients, so it’s so important that we are on top of every email and all communication across the team. Having it all in one place means we are not duplicating communication or asking things that have already been answered. It also results in a quicker turnaround for our clients."

Paula Field, CPA, PLLC | Staff of 10

Sign up now to request a personalized, live demo of Intuit Practice Management.

Call us.

 

Consult with a product
specialist at 844-818-5401 or make an appointment now.

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