Become an Intuit Practice Management champion with these best practice training videos and best practices articles based on what your peers are doing.
By Andi and 2 others3 authors38 articles
Advanced concept: Workflow management
Advanced concept: Reporting & insights
Advanced concept: Productivity
Advanced concept: Data management
Advanced concept: Client collaboration
Advanced concept: Contact management
Advanced concept: Team management
Advanced concept: Capacity planning
Advanced concept: Client acquisition
Checking on items you have assigned to other team members.
What is the Kanban method?
Effectively managing your day or week in To-do and Work
How to manage colleagues on vacation or annual leave
Tips for using Intuit Practice Management powered by Karbon to manage your tax workflow
How Intuit Practice Management powered by Karbon replaces client & email folders in your email client
Effectively managing Triage
Don't CC or BCC colleagues
Linking an email to an individual's timeline and an organization's timeline
Deciding whether to action an email that involves another team member