Advanced training

Become an Intuit Practice Management champion with these best practice training videos and best practices articles based on what your peers are doing.

Ian Vacin avatar Andi Ancheta avatar Erin Jamison avatar
38 articles in this collection
Written by Ian Vacin, Andi Ancheta, and Erin Jamison
Advanced concepts (powered by Karbon)

Advanced concept: Workflow management

Review recommended videos and support articles to increase your expertise in managing workflow.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Advanced concept: Reporting & insights

Review recommended videos and support articles to increase your expertise in reporting and insights.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Productivity

Review recommended productivity specific videos and support articles.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Data management

Review recommended videos and support articles to better manage data.
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Written by Andi Ancheta
Updated over a week ago

Advanced concept: Client collaboration

Review recommended videos and support articles to save time with client collaboration features.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Advanced concept: Contact management

Review recommended videos and support articles to better manage contacts.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Advanced concept: Team management

Review recommended videos and support articles to better manage teams.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Advanced concept: Capacity planning

Review recommended videos and support articles to increase your expertise in capacity planning.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Advanced concept: Client acquisition

Review recommended videos and support articles to increase your expertise in capacity planning.
Andi Ancheta avatar
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.
Andi Ancheta avatar
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.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Managing Leads

Lead, Prospect, Introduction, Lead Management & Qualifying your leads.
Ian Vacin avatar
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.
Ian Vacin avatar
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.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

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

A suggested daily routine to manage your tasks and workflow over the course of your working week.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How to manage colleagues on vacation or annual leave

Dealing with their email and work
Erin Jamison avatar
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.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago