Business
Intuit ProConnect Announces Karbon Partnership to Deliver Intuit Practice Management to Tax Professionals
Intuit adds new partner to advance capabilities in ProConnect Tax Online and Lacerte, deliver automated tasks and optimize workflows for tax professionals
About this update from Intuit Inc.
[{"type":"text","content":"\nIntuit adds new partner to advance capabilities in ProConnect Tax Online and Lacerte, deliver automated tasks and optimize workflows for tax professionals \n\n PLANO, Texas--(BUSINESS WIRE)--\nToday, Intuit ProConnect is announcing Intuit Practice Management powered by Karbon, to continue accelerating software capabilities for tax professionals. Karbon, a practice management solution and advanced work and communications platform, enables a collaborative place for accounting firms and professional services to manage workflows, communicate with teams and deliver exceptional client work in today’s digital workplace.\n\n\n“We’re continuing to build meaningful relationships with trusted partners like Karbon to make sure tax and accounting professionals have the tools they need to reduce compliance work and help their clients thrive,” said Jorge Olavarrieta, Vice President of Product Management at Intuit. “With Intuit Practice Management, firms can now increase their team’s output with a centralized, collaborative work management platform deeply integrated with their email and the tax software they know and love from Intuit.”\n\n\n“At Karbon, we have always had the greatest admiration for Intuit’s best-in-class products, and their willingness to innovate and explore new initiatives that will significantly benefit their customers,” said Stuart McLeod, Chief Executive Officer & Co-Founder at Karbon. “We are beyond excited to be partnering with Intuit in this space to offer a solution that can create a meaningful impact on our joint customers and the accounting profession as a whole.”\n\n\nEnhanced and expanded capabilities with a subscription to Intuit Practice Management include:\n\n\n\nAutomated tasks: One centralized, searchable and shared cloud-based location for all client activities - with each member of the team - including emails, notes, time tracking, documents, projects and tasks. Intuit Practice Management helps automate time-consuming processes and adds conditional rules to trigger activities as work progresses. Intuit Practice Management’s email integration works with Office 365, Gmail and Exchange.\n\n\nOptimized workflows: Manage capacity with a visual snapshot of all work in progress, identify bottlenecks with performance analytics and keep up-to-date with shared timelines of all activity per project.\n\n\nIntegrated t...