Advanced training | Intuit Practice Management Help Center

Masterclass training

Once you're familiar with the fundamentals, learn about our more advanced features and little unknown tips and tricks.

Written by Erin Jamison
Updated over a week ago

Best practice videos

Best Practices for Triage

Discover some best practices for using Triage to deal with your email more efficiently and ensure that nothing slips through the cracks.

Written by Andi Ancheta
Updated over a week ago

Best Practices for To-do

Learn some advanced task-management tips for To-do, to efficiently manage what you are working on today, and plan what's coming up next.

Written by Andi Ancheta
Updated over a week ago

Best practices for managing internal work

Find out how you can use Work and Kanban to manage all of the work going on throughout your company.

Written by Erin Jamison
Updated over a week ago

Templates, checklists & scheduling work

Learn about templates, work types, custom statuses to standardize your firm.

Written by Ian Vacin
Updated over a week ago

Best practice for Automation

Save time and work more efficiently by learning best practices for Automators.

Written by Ian Vacin
Updated over a week ago

Advanced workflows with templates and client tasks

Personalize pre-populated Templates to ensure a consistent approach to workflow management, and advanced techniques with Client tasks.

Written by Ian Vacin
Updated over a week ago

Advanced Training (powered by Karbon)

Simple & complex workflow concepts (12 mins)

Learn the best practices for creating a variety of simple and complex workflows.

Written by Ian Vacin
Updated over a week ago

Creating, refining & optimizing your workflows (11 mins)

Learn how to create, refine and optimize your workflow.

Written by Ian Vacin
Updated over a week ago

Firm management concepts (13 mins)

Learn some best practices for practice management, including Automators, schedules, comments and work views.

Written by Ian Vacin
Updated over a week ago

Team collaboration concepts (9 mins)

Learn the concepts of some team collaboration essentials, including @mentions, assignments and snippets.

Written by Ian Vacin
Updated over a week ago

Client management concepts (14 mins)

Learn some client management essentials including work statuses, client tasks, decisions and Automators.

Written by Ian Vacin
Updated over a week ago

Right-for-Me-training (powered by Karbon)

Right-for-Me training: Choose your path

Choose your path with a collection of specific right-for-me training articles to support various job roles or key areas of interest.

Written by Andi Ancheta
Updated over a week ago

Advanced concepts (powered by Karbon)

Advanced concept: Workflow management

Written by Andi Ancheta
Updated over a week ago

Advanced concept: Reporting & insights

Written by Andi Ancheta
Updated over a week ago

Advanced concept: Productivity

Written by Andi Ancheta
Updated over a week ago

Advanced concept: Data management

Written by Andi Ancheta
Updated over a week ago

Advanced concept: Client collaboration

Written by Andi Ancheta
Updated over a week ago

Advanced concept: Contact management

Written by Andi Ancheta
Updated over a week ago

Advanced concept: Team management

Written by Andi Ancheta
Updated over a week ago

Advanced concept: Capacity planning

Written by Andi Ancheta
Updated over a week ago

Advanced concept: Client acquisition

Written by Andi Ancheta
Updated over a week ago

General

Keyboard shortcuts

You can quickly create a new Contact, Email, Note or Work, or open Global Search with a keyboard shortcut.

Written by Andi Ancheta
Updated over a week ago

Checking on items you have assigned to other team members.

Step by step directions to check in and follow up on notes and emails that you've assigned.

Written by Andi Ancheta
Updated over a week ago

Managing Leads

Lead, Prospect, Introduction, Lead Management & Qualifying your leads.

Written by Ian Vacin
Updated over a week ago

Managing Prospects

A prospect is a potential client that you have a relatively high chance of converting into a client.

Written by Ian Vacin
Updated over a week ago

What is the Kanban method?

Kanban is a style of workflow management. It provides a flexible approach to optimize workflows by visualizing all work on a single canvas.

Written by Erin Jamison
Updated over a week ago

Effectively managing your day or week in To-do and Work

Written by Erin Jamison
Updated over a week ago

How to manage colleagues on vacation or annual leave

Dealing with their email and work

Written by Erin Jamison
Updated over a week ago

Tips for using Intuit Practice Management powered by Karbon to manage your tax workflow

How to manage your tax production system to pull in work when ready while ensuring all work is accounted for at the beginning of tax season.

Written by Ian Vacin
Updated over a week ago

Managing email

How Intuit Practice Management powered by Karbon replaces client & email folders in your email client

Creating a timeline of conversations for each client in place of creating a folder for each client in their email inbox.

Written by Andi Ancheta
Updated over a week ago

Effectively managing Triage

There are five key things you should do to effectively manage your triage. This article discusses them in detail.

Written by Andi Ancheta
Updated over a week ago

Don't CC or BCC colleagues

Many claim their inbox is cluttered with CC, BCC and FYIs with no clear action guideline.

Written by Erin Jamison
Updated over a week ago

Linking an email to an individual's timeline and an organization's timeline

You might want an email to sit on the timeline for a person contact and the timeline for an organization contact.

Written by Erin Jamison
Updated over a week ago

Deciding whether to action an email that involves another team member

There are a few details that is exposed to make this decision easier for you.

Written by Erin Jamison
Updated over a week ago

Managing contacts

Contacts & privacy

Create a client team and adjust the privacy level on the details tab of a contact.

Written by Erin Jamison
Updated over a week ago

Archiving inactive contacts and organizations

When you are no longer working with a specific client, it is a good idea to retain them rather than deleting them.

Written by Erin Jamison
Updated over a week ago

Managing couples and marriages or families

We recommend creating an organization to represent marriages and couples and client groups to represent families.

Written by Erin Jamison
Updated over a week ago