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Theory (powered by Karbon)
Theory (powered by Karbon)
Take a deep dive into the theory behind Intuit Practice Management features, learning best practices that will empower your team to boost their efficiency and output.
Ian Vacin avatar
By Ian1 author10 articles

Theory videos


Conquering your inbox (32 mins)
Task-management (24 mins)
Checklists (7 mins)
Workflow management (24 mins)
Roles & responsibilities (6 mins)
Ownership (3 mins)

Advanced Workflows


Advanced Workflows: Functional Departments (39 min)
Advanced Workflows: Team Management (42 min)
Advanced Workflows: Team Collaboration (41 min)
Advanced Workflows: Client Management (36 min)
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