Set up in 3 easy steps
We understand that adding new software to your firm can be difficult. That’s why we dedicate an onboarding team to help you set up for success with Intuit Practice Management powered by Karbon.
We’re here to help you get up-and-running fast, with complete confidence.
Request your live, personal demo with one of our product specialists. We'll walk you through all of the key features of the software and any others of special interest to you, and answer all your questions.
Call your sales consultant to select your subscription plan and schedule the start of your onboarding program. Our best-in-class team of onboarding specialists will take you through the setup process from end to end, so you'll be well-prepared and there won't be any surprises.
Access self-help resources that will help you make the most of your new software, including best-practice webinars, onboarding emails, 4 levels of training templates built in to your software, and the Intuit Accountants Community.