Intuit Practice Management

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Step by step directions to check in and follow up on notes and emails that you've assigned.

Lead, Prospect, Introduction, Lead Management & Qualifying your leads.

A prospect is a potential client that you have a relatively high chance of converting into a client.

Kanban is a style of workflow management. It provides a flexible approach to optimize workflows by visualizing all work on a single canvas.

A suggested daily routine to manage your tasks and workflow over the course of your working week.

How to manage your tax production system to pull in work when ready while ensuring all work is accounted for at the beginning of tax season.

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