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Overview of Intuit Practice Management powered by Karbon
Overview of Intuit Practice Management powered by Karbon
Explore Intuit Practice Management with these overviews of each of the main areas of the app.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

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.

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