Intuit Practice Management Overview

Intuit Practice Management is a specialized tax practice management software designed to help accounting firms streamline workflows, manage client relationships, and ensure compliance. The platform offers features like task management, client portals, and document sharing, making it easy for accountants to stay organized and deliver exceptional service. Intuit Practice Management includes tools for tracking deadlines, managing team assignments, and monitoring billing, enabling firms to improve efficiency and profitability. The software integrates seamlessly with Intuit’s suite of accounting tools, creating a unified solution for tax practice management. By automating administrative tasks and enhancing client communication, Intuit Practice Management helps firms improve service quality and achieve greater operational efficiency.

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Contact Details

  • Vendor Name Intuit
  • Founded 1983
  • Location United States

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting

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Intuit Practice Management Features

  • Arrow Icon Task Scheduling
  • Arrow Icon Task Editing/Updating
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Calendar Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Create Subtasks
  • Arrow Icon Gamification
  • Arrow Icon Activity Tracking
  • Arrow Icon Prioritization
  • Arrow Icon Collaboration Tools
  • Arrow Icon To-Do List
  • Arrow Icon Project Planning
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Document Management
  • Arrow Icon Task Board View
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Assignment Management
  • Arrow Icon Status Tracking
  • Arrow Icon Email Management
  • Arrow Icon Recurring Tasks
  • Arrow Icon Project Tracking
  • Arrow Icon Time Tracking
  • Arrow Icon Task Tagging
  • Arrow Icon Deadline Management
  • Arrow Icon File Management
  • Arrow Icon Spreadsheet View
  • Arrow Icon Parent Task
  • Arrow Icon Search/Filter
  • Arrow Icon Staff Management
  • Arrow Icon Client Portal
  • Arrow Icon Client Management
  • Arrow Icon Workflow Management
  • Arrow Icon Document Management
  • Arrow Icon Due Date Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Time Tracking
  • Arrow Icon Project Management
  • Arrow Icon For CPA Firms
  • Arrow Icon Approval Workflow
  • Arrow Icon Client Management
  • Arrow Icon Tax Forms
  • Arrow Icon Document Management
  • Arrow Icon Tax Filing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Status Tracking
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Communication Management
  • Arrow Icon Time Tracking
  • Arrow Icon For Tax Practices

Intuit Practice Management Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$60 Per User

Intuit Practice Management FAQs

Intuit Practice Management is a specialized tax practice management software designed to help accounting firms streamline workflows, manage client relationships, and ensure compliance. The platform offers features like task management, client portals, and document sharing, making it easy for accountants to stay organized and deliver exceptional service. Intuit Practice Management includes tools for tracking deadlines, managing team assignments, and monitoring billing, enabling firms to improve efficiency and profitability. The software integrates seamlessly with Intuit’s suite of accounting tools, creating a unified solution for tax practice management. By automating administrative tasks and enhancing client communication, Intuit Practice Management helps firms improve service quality and achieve greater operational efficiency.

  • No, Intuit Practice Management does not offer a free version.

  • Yes, Intuit Practice Management offers a free trial.

  • No, Credit Card details are not required for the Intuit Practice Management trial.

  • Intuit Practice Management offers the following pricing plans & packages:

    Basic

    $60 Per User

  • Intuit Practice Management supports the following payment frequencies:

    • Monthly Subscription

  • No, Intuit Practice Management does not offer an API.

  • Intuit Practice Management supports the following languages:
    • English

  • Following are the typical users of the Intuit Practice Management:
    • Self-Employed , Small-Business , Midsize-Business

  • Intuit Practice Management supports the following deployment:
    • Cloud Hosted

  • Intuit Practice Management supports the following devices and operating systems:
    • Web-Based