Intuit Practice Management

With client tasks in Intuit Practice Management powered by Karbon, your team will never spend time chasing clients again.

What are client tasks?

Client Task reminders are limited to five to avoid your emails being blocked by SPAM filters.

You can choose what time of day your client task emails and reminders will auto-send to your clients.

If a client task is scheduled to send automatically, you can choose to cancel sending.

Yes, you can select which email address your client tasks will be sent to.

You can use tasklist automators, global automators and work filters to track outstanding client tasks.

Yes, if you have a signature set up in Intuit Practice Management powered by Karbon.

If a client takes any action on a client task you have assigned to them, the work owner and the sender of the task will both be notified.

Client tasks in Intuit Practice Management powered by Karbon, keep any shared files and documents completely secure.

Client Tasks is a secure way to share and receive information from your clients.

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