Intuit Practice Management
Manage your firm, your work, and your clients in one place.
Overview
Intuit Practice Management is a comprehensive solution designed to help accounting firms manage their workflows, teams, and clients. The product is a result of a strategic partnership with Karbon, leveraging Karbon's established platform and tailoring it for the Intuit ecosystem. It includes features like a centralized client database, workflow automation, team collaboration tools, and deep integration with email. It also includes a client portal for secure communication and task management.
✨ Key Features
- Workflow Automation
- Client Management & Portal
- Email Triage & Collaboration (Triage)
- Task & Project Management
- Time & Budget Tracking
- Document Management
- Business Analytics
🎯 Key Differentiators
- Powered by Karbon, a top-rated practice management engine.
- Designed for deep integration with the Intuit ecosystem of tax and accounting products.
- Strong focus on email integration and collaboration.
Unique Value: Combines the power and user-centric design of Karbon with the deep ecosystem integration of Intuit, providing a single source of truth for firms using QuickBooks and ProConnect.
🎯 Use Cases (4)
✅ Best For
- Using work templates to automate the entire tax preparation process.
- Managing the firm's shared email inboxes through the Triage feature.
- Tracking time and comparing it against budgets for profitability analysis.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms not using other Intuit products like QuickBooks, Lacerte, or ProConnect.
- Solo practitioners who may find the feature set too extensive for their needs.
🏆 Alternatives
Offers a more modern, collaboration-focused approach than legacy practice management systems, and tighter integration with Intuit products than other modern competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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