Intuit Practice Management's New Integration with Practice Ignition

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While this technically isn't a QuickBooks Online related article, we did think it was important enough that we should bring it to you right after the 4th-of-July Holiday and so we wanted to include it as a 'Special Edition' of our Monday Minute.

With Intuit Practice Management, tax professionals can experience unparalleled productivity with practice management that deeply integrates with both your work email and your tax software. Centralize all of your contacts, communication and work online with Intuit Practice Management powered by Karbon. With nothing to install or maintain, you'll be up and running in no time.

Intuit Practice Management allows you to seamlessly navigate to Intuit ProConnect™ Tax Online and Lacerte® to confidently scope work, automate data collection, scale client on-boarding, 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.

Now, Practice Ignition, whose mission is to transform the way accountants, bookkeepers, and their clients do business together is taking matters one step further by providing a 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.

With a simple link between Services in Practice Ignition and Work Templates within Intuit Practice Management, each time a client accepts a service in a Practice Ignition proposal, a work item will be created for that client within 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, and
  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 July 20, 2020 - 1 PM Eastern webinar or read the Practice Ignition supporting articles here.

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