This video outlines the fundamentals of how to use Intuit Practice Management to manage your email, work items, clients, and to-do items. Perfect if you're new to the app.
Watch this video by feature section:
Triage
Contacts
Work
To-dos
This video outlines the fundamentals of how to use Intuit Practice Management to manage your email, work items, clients, and to-do items. Perfect if you're new to the app.
Watch this video by feature section:
Triage
Contacts
Work
To-dos