Intuit Practice Management + Practice Ignition

Automate your workflow and reduce your client onboarding time, by integrating Intuit Practice Management powered by Karbon and Practice Integration.
Streamline your client onboarding

Automatically create work items in Intuit Practice Management the moment your client accepts their Practice Ignition proposal. Combining the two apps together allows you to create a seamless client onboarding workflow.

Reduce your onboarding time and free up your team to get started right away—without any wasted time or the risk of forgotten tasks.

Seamless workflow, right from your first client meeting

Don’t reinvent the wheel—any services accepted by your clients in Practice Ignition will trigger its linked Intuit Practice Management template to create a work item automatically.

Everyone on your team will instantly know what they need to work on and when, right down to the individual task—without any low-value admin or setup required.

Work management software for accounting firms

Intuit Practice Management provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work.

By combining email, discussions, tasks and powerful workflows, Intuit Practice Management aligns your team with a single place to communicate and collaborate, increasing capacity to deliver on time and budget.

What is Intuit Practice Management?

With Intuit Practice Management, tax professionals can seamlessly navigate to Intuit ProConnect™ Tax Online and Lacerte® to confidently scope work, automate data collection, scale client onboarding, anticipate bottlenecks and automate recurring work. Intuit Practice Management users experience unparalleled productivity with practice management that deeply integrates with both their work email and their tax software. In addition, it enables users to centralize all client contacts, communication and work in the cloud.

Intuit Practice Management is currently only available in the United States for ProConnect™ Tax Online and Lacerte®.

Get started now

14 day free trial. No credit card required.
Try It Now For Free See how it works