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Getting Started

Getting Started

If you're at the start of your Intuit Practice Management powered by Karbon journey, learn the basics of managing your email, work, clients, and to-do items with these quick videos.

Andi Ancheta avatar Will McLemore avatar Jason Arends avatar
6 articles in this collection
Written by Andi Ancheta, Will McLemore, and Jason Arends

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

Integration with Lacerte and ProConnect Tax

Help with Intuit Specific Integration & Functionality
Jason Arends avatar
Written by Jason Arends
Updated over a week ago

Quick access to Intuit Practice Management powered by Karbon

Bookmark Intuit Practice Management for easy access
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Fundamentals training

Get up and running in Intuit Practice Management powered by Karbon with this 30-minute introductory training video.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Update your profile and email signature

Your profile is where you set up your personal details, auto-share email preference and your email signature.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How can I access the app on my mobile device?

Download the iOS or Android app to use Intuit Practice Management powered by Karbon on your mobile device.
Will McLemore avatar
Written by Will McLemore
Updated over a week ago