Other key differences are flexible workflows and powerful automation. Creating work assignments from emails, adding comments in context, and removing the need to forward emails save firms hours every week. Intuit Practice Management is an all-in-one solution-a truly collaborative platform for accounting firms to manage workflows, communicate with teams, and deliver exceptional client work more efficiently.Įmail integration is one of our biggest points of difference and a key reason users can save so much time.
You’re also able to access tax returns right from Intuit Practice Management and track the statuses of returns based on actions and activity within your Lacerte or ProConnect workflows.įinally, you can standardize common processes with checklists and connect to CRMs, proposal software, time tracking, industry tools, and more. And exclusively for Lacerte and ProConnect, you get templates for common tax returns like 1040, corporate, estate, or trust. You can synchronize client information between integrated apps to help eliminate redundant data entry and help ensure client information is always current. Intuit Practice Management gives you visibility to progress across all of your work alongside all client interactions in one centralized place, so you can make faster, better-informed decisions to manage your staff at peak capacity.Ĭonverging all internal communications into this one platform can help reduce the time it takes to gather replies and information from different channels like individual inboxes, instant messaging platforms, and text messages, ultimately reducing the time it takes to deliver services to clients.Ī visual snapshot of all available work in progress helps you manage capacity, while shared timelines of all activity per project keep you up-to-date, and performance analytics help you identify bottlenecks.Īutomated, best-in-class workflow templates prompt staff assignments as your work progresses.
0 kommentar(er)
