QBO Monday Minute: Inside Intuit Practice Management

Many accountants spend hours and hours a week just getting their ducks in a row. Whether it is organizing and sending emails, the tedium of fiddling with manual workflow systems or contacting a client again for that document they keep forgetting to send, there are a thousand things that keep them from doing their jobs every day.

Intuit has partnered with Karbon to help close the gap for accountants by creating Intuit Practice Management.

Client Collaboration

Having to manually copy information to different places is a workflow nightmare. Everything, including all of your clients and open projects for your whole firm, is all here in one place.

Additionally, the application is available on your mobile device to have access to all of your information even on the go.

Automatic Reminders

Oh yes, and about that email inbox… In Intuit’s latest update, it calls out this handy-dandy feature, which I am in love with.

IPM allows you to set up automatic client emails. This will be useful either for setting up automatic replies or automating reminders so that you do not have to keep bugging them about that document you have been waiting on.

Automatic reminders save you time and keep your client from becoming frustrated with you since the reminders are no longer coming from you personally.

It is like having a whole new employee

This automation will allow you to set up the system and let it run. And after Intuit Practice Management frees up your schedule, you will be able to get back to the parts of your job that you love.

Having everything built into a smoother workflow, having better visibility for what is going on throughout your entire firm, and ease of mind in relation to client chase, all this together will make you feel like you have a whole new employee.

But really, that new employee is just you after you finally take control of your time.

Liz Scott is a multi-business entrepreneur working to bring together technology and accountants through her business, Liz Scott Consulting. A member of Intuit Trainer/Writer Network, she authored and taught Master level courses, including Advisory Guides and Consulting Tools for Accountants. In addition to Liz Scott Consulting, she also owns Accounting Lifeline, a firm to serve small businesses with their financial needs. Liz is a co-host of the “Appy Hour,” which helps other accountants learn about the different tools and apps for small business needs. Holding a high passion for real estate investment, she owns properties throughout Oklahoma.