Manage all tasks, assignees, statuses, due dates, and client info with at-a-glance dashboards and digital file folders to keep everything organized and on track.
Top 4 advantages of
Intuit Practice Management
Intuit Practice Management
Get a bird's-eye view of all the work happening now, coming soon, and already completed at your firm. The Kanban view shows you everything in easy-to-read cards that you can drag and drop to quickly reprioritize or reassign tasks. Create fully customized views that you can save for quick reference. You can filter by due date, by client, by status, and even by assignee to balance your team’s capacity.
Client file folders
See every communication, every document, every task, every detail of a client—all organized in a simple timeline view for a complete audit history. Pin important information to the top, and allow everyone in your firm to access the digital file at once for shared visibility. No more scrambling when a client calls to check on status—it’s all organized in one place at every team member’s fingertips.
Stay on top of your firm’s work even when you’re away from your desk with the easy-to-use app on your smartphone or tablet. Create and assign tasks from emails, swipe to clear items that don’t need your immediate attention, connect with your staff, view your team’s top priorities, and more. Simply download from the Apple App Store or Google Play.
of users say Intuit Practice Management gives them full visibility across their work for the first time.*
View your entire inbox and take quick action on any email—including posting an internal comment for your team, adding tasks to to-do lists, tagging assignees, or simply replying as normal—all from inside Intuit Practice Management. Integrations with Gmail, Office 365, and Microsoft Exchange mean it’s effortless to keep everything in sync so nothing gets overlooked.
Create custom checklists that you can share across your team or with a client to take the guesswork out of what’s needed and what’s completed. Assigned tasks on the checklist automatically appear on the assignee’s to-do list as well. And once an item is complete, the checklist automatically moves to the next item. Your whole team can see the task list status, so nothing falls through the cracks.
Real-time progress updates
Keep everyone on your team in-the-know with updates that let you know exactly when tasks are completed and the next action needs to be taken. Whether it’s a to-do for a client or an assignment for a team member, your staff can monitor progress as it happens with no need to spend time on status meetings or emails. It’s all simple to see and track.
Set reminders that email your clients automatically to request documents, signatures, or other information. No need to remember to follow up, and less waiting, because clients know exactly what you need, and by when. Simply assign clients a list of tasks to do, and as they complete them, you get updates every step of the way. Choose the timing of reminders—whether gentle, urgent, or a custom preference you set.
Integration with Lacerte, ProConnect, QuickBooks
Cut out wasted time spent on duplicate data entry by letting client data flow smoothly between Intuit Practice Management and Intuit Lacerte Tax, Intuit ProConnect Tax, and QuickBooks. See real-time status of e-file (federal, state, submitted, accepted, rejected), eSignature (sent, signed), and tax returns (not started, waiting on client, ready for review)—even create custom statuses. Jump straight into Lacerte or ProConnect with one-click access.
Schedule your recurring projects to repeat automatically, so you never have to worry about forgetting work, and you don’t have to spend time and hassle with getting projects set up time and time again. Whether it’s weekly, monthly, or yearly—you can set it up once and rest assured that its associated tasks and deadlines will automatically appear on to-do lists when the time is right.
Choose from over 30 built-in templates for the most common projects, like 1040 tax prep, weekly bookkeeping, client onboarding, and more. Customize templates to fit your exact needs, or create your own. Save templates by project type or by client type to reuse over and over. It’s the simple way to set efficient, consistent processes so work always meets your high standards.
Time and billing integration
Easily track time and billing with QuickBooks Time and let the data flow seamlessly into Intuit Practice Management to see exactly how the actual numbers stack up against your budgets and time estimates. Plan with more accuracy, and give your clients a clear picture of fees and timing they can expect.
Free setup, onboarding, and training
Get up and running fast with the help of dedicated product and training specialists focused on your ongoing success. Access free webinars that range from beginner to advanced levels for information tailored to every stage in your learning, plus tap into self-serve resources for quick training for your entire staff.