With Intuit Practice Management, you can Improve workflow efficiency, standardize processes, automate tasks, and grow your company at scale with our feature set:
- Triage: Supercharged inbox to manage all email and notifications.
- Contacts: Your CRM area of Intuit Practice Management.
- Work: Synonymous with projects or jobs, a work item contains everything from email to internal notes, tasks, documents and more.
- To-dos: An aggregation of all items that are assigned to you - work, tasks for work, emails and notes.
- Tasks: Within a work item, tasks allow you to document the recipe of what needs to be done, when, how, and who is responsible for each step.
- Client Tasks: A way to Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.
- Settings: Settings to customize Intuit Practice Management to suit the way your company operates by adding custom workflows, contact types, templates, work types and more.
- Connected Apps: Integrate Intuit Practice Management with other ecosystem apps and systems to share data and automate your workflows.