Intuit Practice Management

Erin Jamison

A collaborative space to work together—learn how to create new work, have visibility of what your team is working on, and for what clients.

Intuit Practice Management powered by Karbon brings all things related to your work, together in one place.

Learn to make changes to all the parts of a work item to best fit your workflow, including timelines, tasks and work teams.

If you have a process that needs to be repeated on a regular timeline, you can set that work item to repeat on a defined schedule.

Find out how to view your work and filter down to what's most important. Then create and save your most-used work views for quick access.

For every job you manage there can be a number of files involved. The Documents tab brings these all together in one place.

When a document or folder is removed in your Document Management System this will also be disconnected from the Connected Folder tab.

If the work item you are searching for is not appearing, you should check if that item's work status is chosen to show in results.

Due dates and start dates are not time zone specific for teammates across multiple time zones.

You are provided with tools and information to make sure you don't do things that another team member has already done.

Capacity per week is the hours a team member is available per week.

'Also working on' shows all work items that a colleague is involved in but not directly assigned.

You can change the start date of a work item by clicking 'Due' in the work header.

The Colleagues Involved work filter will show all the work items that selected colleagues are working on (not just work they're assigned).

From the piece of work select the (...) and Change client. You will then be able to change the contact that is associated with the Work.

Cards on your Kanban board represent individual work items—giving you their most useful information.

When you create a new workflow status, you will need to apply it to the work types you want to use it for.

Yes you can restore emails, but not notes.