Intuit Practice Management
A workflow and practice management software designed for accounting professionals.
Product Overview
Intuit Practice Management is a cloud-based solution that automates accounting, tax planning, and bookkeeping tasks. It offers comprehensive financial management, catering to accountants, CPAs, and tax professionals. It balances efficiency with increased productivity, handling everything from individual to complex business tax returns. Additional features include document management, client communication, project management, and workflow automation.Pros
- Recurring project templates
- Integrates with Office 365, Lacerte Tax, etc.
- Personalized dashboards and various views like due date, capacity, status
Cons
- No document management
- No tagging system for documents or tasks within system
- No bulk project creation
Target Market
Accountants, CPAs, and tax professionals who use Lacerte, ProConnect, and ProSeries.About Intuit Practice Management
Intuit Practice Management is an online software solution designed to streamline and enhance the workflow of accounting and tax professionals. It offers a comprehensive feature set aimed at increasing efficiency and productivity within accounting practices.
One of the key benefits of Intuit Practice Management is its ability to provide a clear and detailed view of all work-related tasks and activities. This includes a due date view, capacity view, and status view, which collectively help in managing deadlines and workload distribution. The software is designed to work in tandem with other Intuit products like Lacerte, ProConnect, and ProSeries. This integration extends to other software too, including tax and accounting programs, enhancing the overall functionality and utility of the platform.
The platform is also equipped with task automation and work templates. This helps standardize workflows and maintain consistency in task execution. The inclusion of eSignatures further streamlines the documentation process, reducing the need for physical paperwork and speeding up client interactions.
Another standout feature is its time and billing integration capabilities with TSheets and QuickBooks Online. This implifies the tracking and management of billable hours and expenses, making it easier to invoice clients accurately and promptly. Additionally, the software facilitates collaboration through compatibility with popular communication tools like Gmail, Office 365, and Microsoft Exchange, thus enhancing team coordination and client communication.
Video Overview
Intuit Practice Management Features
- Due date view
- Capacity view
- Status view
- Task automation
- Work templates
- Integration with tax and accounting software
- eSignatures
- Time and billing integration with TSheets and QuickBooks Online
- Collaboration with Gmail, Office 365, Microsoft Exchange
Intuit Practice Management Pricing
The cost of Intuit Practice Management starts at $60/user/month for the first 1-9 users. The pricing model is dependent on the number of users and workflows required. Volume pricing is available for 4+ users. There is a free trial available. There is no free version available.
Product Overview
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