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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.
By Ian
1 author
10 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)