Intuit Practice Management

Ian Vacin

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.

Theory (powered by Karbon)

Learn some email-management tips to help you spend less time working from your inbox and more time adding value to clients.

Conquering your inbox (32 mins)

Ensure you've got the detail you need to get everything done. Take an in-depth look at some proven best practices for using tasks.

Task-management (24 mins)

Learn checklist best practices to ensure your team's checklists are understandable, actionable, effective and quick to execute.

Checklists (7 mins)

Learn workflow management best practices to ensure every step in a process is completed on target and on time, with no confusion.

Workflow management (24 mins)

Everyone in your team must be aware of what they're responsible for, and how it fits amongst the bigger picture of your firm.

Roles & responsibilities (6 mins)

With multiple team members collaborating with one client or on one work item, knowing who is responsible for what is critical.

Ownership (3 mins)

Theory videos

Explores the essentials of a functional department in a modern accounting firm.

Advanced Workflows: Functional Departments (39 min)

Explore techniques to manage your team, maintain visibility over what they are working on, and set a process for constant improvement.

Advanced Workflows: Team Management (42 min)

Learn how you can unite your team with effective communication channels and guidelines.

Advanced Workflows: Team Collaboration (41 min)

Increase the satisfaction of your clients and service them faster by bringing them into your workflow.