Take greater advantage of being a cloud-based tax practice with smart, online solutions that supercharge your productivity by enabling you to see everything going on in your firm at once, simplifying signatures, and payments and helping your clients reduce future tax liability.
Collaborate with staff and clients
Intuit Practice Management
powered by Karbon
Gain more visibility and control over everything your firm is working on, while reducing time spent on recurring tasks, so you can be more hands-on with every client. Let Intuit Practice Management automate and standardize your firm’s operations, and keep your data updated and in sync across all of your Intuit accounting and tax software.
Help me run my firm
Get documents reviewed and signed securely in a matter of hours, not days, from any device with eSignature. Your eSignature powered by DocuSign is IRS-compliant and you’ll save on paper, ink, and postage costs by collecting signatures electronically.
Collect signatures digitally
Give your clients an easier way to pay for tax preparation fees that’s also easier for you to collect. Take advantage of Intuit’s refund transfer program, now with identity-theft protection included. Simply sign up through your preferred professional tax software and invite your clients. It’s that easy.
Offer refund transfers
Collect and share data fast
Make it easy for your 1040 and business clients to send you their tax data in a timely and organized way, with ready-to-use templates that include a questionnaire and guidance on uploading documents.
QuickBooks Online Accountant
Manage your accounting and tax clients from the same dashboard. Plus, you’ll eliminate manual tax data entry when you create trial balances with the Prep for Taxes feature.
Inform better decision-making
Estimate your clients' future tax liability under multiple scenarios based on actual tax rates.
Using PTO has made a huge difference for my clients. I am not tied to one device to find information that my clients need. Instead of having to go back to the office, boot up my machine, and look for their information, I can look at my phone to get answers for my clients right away. It makes me much more efficient and quicker to respond to their needs."
Susan Tinel, EA, CA