Intuit Practice Management for iOS and Intuit Practice Management for Android are free companion apps for teams using Karbon's workstream collaboration platform.
Intuit Practice Management customers
If your team already uses Intuit Practice Management, you can log in to your Intuit Practice Management mobile app using your same login details.
Download the appropriate app to your mobile device.
iOS users: download Intuit Practice Management for iOS to your iPhone or iPad from the App Store.
Android users: Download Intuit Practice Management for Android from the Google Play Store.
2. Open the app and choose the same login provider you use when you log in to Intuit Practice Management on the web (Google, Office 365 or Exchange).
Mobile app capabilities
Capabilities include:
View all emails and notifications
Discuss work with your team directly on the emails, notes and tasks at hand
Transform emails into personal tasks or delegate to your team
Assign notes, tasks, email and work to colleagues
Swipe to clear items that don't need your attention
Low-Priority filter to help you identify what's important
Triage
Triage in your mobile app displays notifications with a similar interface to what you see when viewing Intuit Practice Management in your desktop browser.
Different notifications will be indicated with different colored bars.
Work assignment: Light grey
Note: Orange
Email: Dark grey
Task: Green
Swipe actions on items in Triage will also perform actions:
Swipe right: clear item
Swipe left: opens options menu
Your options for actioning an email in the mobile app are the same as options to action an email in the regular Intuit Practice Management browser app.
Email actions include:
Clear
Reply
Forward
Add comment
Assign email to yourself or a colleague
Add to work item
Add to contact
Notes
You can view Notes in your Triage and perform the following actions:
Clear
Add comment
Add to yourself or a colleague
Assign to work item
Add to contact
Tasks & Client Tasks
You can view tasks and client task notifications in your Triage, and perform the following actions:
Clear
Add comment
Assign to yourself or a colleague
