Intuit Practice Management

When you send an email to an email address linked to multiple contacts, you can decide which timeline(s) that email will be recorded on.

Adding an outgoing email to multiple contact timelines.

From your Contacts page, import specific contact records into Intuit Practice Management powered by Karbon

Contact Import from Gmail or Outlook

When a single email address is stored against multiple contacts, you will have to choose a primary owner.

Choosing the primary owner of an email address

Adding people and organizations as contacts is simple. You can do it from anywhere in the app.

Creating a new contact

The app does all the work of finding the images of your contacts, all that's needed is your contacts email address.

Updating a contact's profile image

If you no longer wish to keep any record of a contact, you can choose to delete them.

Deleting a contact

Contact cards are the way you organize the relationships between people and their entities.

People's contact cards

Note the relationship between people contacts and organizations, using contact cards.

Link a person to an organization

Intuit Practice Management powered by Karbon allows you to record a lot of information about the organizations that you interact with.

Editing an organization's details

On each contact, you can store a lot of detail about the client—information such as client ID, tax numbers, birth dates and legal name.

Contact accounting details

A client owner is a member of your team who is responsible for a specific client and their work.

Adding a client owner

A client manager can be assigned to any contact in Intuit Practice Management powered by Karbon

Adding a client manager

Filter through emails, notes, activity items and client task emails within your Contact Timeline

Filtering Contact Timelines

If a contact timeline displays a large number of Client Task reminder emails, you can choose to hide these.

Hide Client Task emails from a contact timeline

Contact types allow you to categorize contacts into groups, to help you filter and keep track of your different types.

Contact types defaults

Narrow down long lists of people and organizations to find what you're looking for, using contact types

Filter Contacts by contact type

If you have files relating to one of your clients, you can store this on their contact page to ensure you have one single source of truth.

Files and documents on contacts

Download your client data as a spreadsheet to sort and analyze outside of Intuit Practice Management powered by Karbon

Exporting and downloading contact data

Use client groups to manage people and organizations that are related by ownership or financial structure.

Client groups

Client group members are removed from the details tab on the contact page.

Removing members from a client group

You can add contacts to a client group from the contact page, or client group.

Adding members to a client group

Erin Jamison

Andi Ancheta

Ian Vacin

How-tos

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