Intuit Practice Management

Ian Vacin

Andi Ancheta

Erin Jamison

Incorporate your clients into your workflow. Assign them tasks, communicate instantly, and schedule automatic reminders.

Client tasks

Learn how you and your team can use client tasks to collaborate with clients, assign tasks, schedule automatic reminders and receive info.

Video overview of Client tasks

Overview

Incorporate your clients into your workflow by assigning them tasks and scheduling automatic reminders for these tasks to be completed.

Client task setup guide

Guides

Toggle between internal and external comments on client tasks to collaborate, communicate and share documents with your clients.

Toggle between internal and external comments on a Client Task

You can manually send your Client Tasks, or schedule them to send automatically.

Sending Client Tasks

Select who on your team a client task email will be sent from.

Choosing who your client task emails come from

You can edit the text and other aspects of the email that is sent containing your client tasks.

Client task emails

Edit your client task emails to suit your firm's own personality and style.

Editing a client task email

Set up automatic reminders so that you and your team don't need to waste time chasing clients.

Client Task reminders

Customize client task emails and reminder emails using placeholders that will auto-populate with specific text.

Client task email placeholders

Client Tasks can be resent to update the client contact, emails or reminder settings.

Resend Client Tasks

Customize the frequency that automatic reminders are sent to your clients.

Client tasks custom reminders

In Intuit Practice Management powered by Karbon, you or your clients can comment on individual Client Tasks to communicate in context.

Commenting on client tasks

Add your company logo so that it appears on screen when your clients access their tasks.

Adding your company logo for client tasks

Client task emails and reminders can be set to auto-send to your clients at a specified time of the day.

Choose when client tasks and reminders auto-send

Your clients will be asked to create a PIN when they access their client tasks, which adds an extra layer of security.

Client task PIN

Your company templates can include client tasks, which will be carried across to any work items created from the template.

Adding client tasks to templates

If your template contains client tasks, there may be an extra step to carry out when you create work from it.

Creating work from a template containing client tasks

Just like all tasks on repeating work, client tasks are copied to the work item ahead of it.

Client tasks on recurring work

In Intuit Practice Management powered by Karbon, your clients' experience will be quick and easy to understand.

Your client’s experience of client tasks

In Intuit Practice Management powered by Karbon, your clients will be given an experience that is straight-forward and easy-to-use.

What your client sees when you send them client tasks

Answers to common questions your clients may have about client tasks, in Intuit Practice Management powered by Karbon

FAQs for clients— Client tasks

Help your clients get a feel for client tasks with this email template to introduce them to a new way of collaborating with your team.

Email template & video to introduce your clients to client tasks

How-tos

With client tasks in Intuit Practice Management powered by Karbon, your team will never spend time chasing clients again.

What are client tasks?

Client Task reminders are limited to five to avoid your emails being blocked by SPAM filters.

Client Task reminder limits

You can choose what time of day your client task emails and reminders will auto-send to your clients.

What time do automatic client task emails send?

If a client task is scheduled to send automatically, you can choose to cancel sending.

How can I cancel a client task that is scheduled to send?

Yes, you can select which email address your client tasks will be sent to.

If a client has more than one email, can I select which address their Client Tasks send to?

You can use tasklist automators, global automators and work filters to track outstanding client tasks.

How can I track outstanding Client Tasks?

Yes, if you have a signature set up in Intuit Practice Management powered by Karbon.

Are email signatures added to client task emails?

If a client takes any action on a client task you have assigned to them, the work owner and the sender of the task will both be notified.

Who receives notifications of activity on a client task?

Client tasks in Intuit Practice Management powered by Karbon, keep any shared files and documents completely secure.

Are uploaded documents in client tasks secure?

Client Tasks is a secure way to share and receive information from your clients.