Description
Intuit Practice Management is a cloud-based solution designed to help tax professionals, CPAs, and accounting firms manage their entire workflow from a single platform. It simplifies complex tasks like client onboarding, document management, b...
Use Cases
Key Features
- Client Management
- Task Editing
- Workflow Management
- Task Management
- Document Management
- Task Progress Tracking
Made For
Industries
- Accounting
- Tax Preparation
- Financial Services
- Legal Services
- Non-Profit Organizations
Customer Segments
- Small Businesses
- Mid-size Businesses
Supported Platforms
- Web
- Mobile
Pros
- Centralized platform for managing all aspects of a tax/accounting practice
- Seamless integration with other Intuit products like QuickBooks and Lacerte
- Improved efficiency through automation of repetitive tasks
Cons
- Potential learning curve for new users
- Cost may be prohibitive for very small firms
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