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.

10 articles in this collection
Written by Ian Vacin

Theory videos

Conquering your inbox (32 mins)

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

Written by Ian Vacin
Updated over a week ago

Task-management (24 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.

Written by Ian Vacin
Updated over a week ago

Checklists (7 mins)

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

Written by Ian Vacin
Updated over a week ago

Workflow management (24 mins)

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

Written by Ian Vacin
Updated over a week ago

Roles & responsibilities (6 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.

Written by Ian Vacin
Updated over a week ago

Ownership (3 mins)

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

Written by Ian Vacin
Updated over a week ago

Advanced Workflows

Advanced Workflows: Functional Departments (39 min)

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

Written by Ian Vacin
Updated over a week ago

Advanced Workflows: Team Management (42 min)

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

Written by Ian Vacin
Updated over a week ago

Advanced Workflows: Team Collaboration (41 min)

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

Written by Ian Vacin
Updated over a week ago

Advanced Workflows: Client Management (36 min)

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

Written by Ian Vacin
Updated over a week ago