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Announcing our new integration: Practice Ignition + Intuit Practice Management

June 29th, 2020 by Ryan Embree 1 minute, 30 seconds read

Our mission at Practice Ignition is to transform the way accountants, bookkeepers, and their clients do business together. We are now taking that one step further with our new integration with Intuit Practice Management (IPM) powered by Karbon.

By connecting Practice Ignition and Intuit Practice Management, tax professionals will be able to build an end-to-end connected workflow starting with the signed engagement letter, delivering the completed engagement, and finally, the invoicing and payment collection.

To learn more about the Practice Ignition and Intuit Practice Management, register for a webinar on July 20th at 1:00 PM ET.

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®

What can I do with Practice Ignition and Intuit Practice Management?

With a simple link between your Services in Practice Ignition and your Work Templates in Intuit Practice Management, each time a client accepts a service in a proposal, a work item will be created for that client in Intuit Practice Management. This means:

  1. Greater automation of your administrative tasks such as getting engagement letters signed
  2. More visibility of what work your team is working on
  3. A clearly defined scope of work with your clients
  4. Accounts Receivable can be eliminated with automated payment collection in Practice Ignition
To find out more about the Practice Ignition and Intuit Practice Management integration, sign up for the webinar, and read our support articles here.

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