Intuit Practice Management

Affordable and secure way to
manage your firm from anywhere

Pricing starts at just $99/month!

  • Simple — Get up and running in 10 days or less with our
    FREE hands-on technical support and easy to use interface.
    See how it works.
  • Productive — Packed with features to help you manage your
    practice — including seamless integration with your Lacerte &
    Quickbooks software to reduce time-consuming data re-entry.
  • Safe — Industry standard 128 bit security encryption with
    automatic, online backups.
  • Affordable — Pay a flat rate based on the size of your firm and
    incur no extra charges or hidden fees.
Learn more by attending a FREE webinar

Or call (800) 445-1882 for more information

 
 
Features & Benefits

Engagement Tracking

  • View and track all work from across the office in one easy-to-use dashboard
  • Filters help you quickly understand where open engagements are by work stage, status, staff assignment or due date, so you can immediately take action where needed
 

Reporting

  • Robust reporting capabilities aggregate data from multiple sources in real-time helping you profitably manage your firm, your employees and your clients
 

Time & Billing

  • Simple web-based time tracking for everyone in your office
  • Give managers or partners the ability to view real-time profitability, staff & client productivity and open work-in-progress
  • Quickly create invoices that can be batch posted into QuickBooks without re-entering any data
 

Client Management

  • Client dashboard to view client contact information, projects, notes and billing in one place
  • Single list of all of your clients with contact information and project notes automatically updated from QuickBooks and Lacerte
 




 
Happy Customers

Peace of mind for accountants

Here's what accountants have to say about Intuit Practice Management.

Prior to finding Intuit Practice Management, I thoroughly researched other practice management options available on the market, as we had long had needs in this area. Most cloud-based tools out there are "project management" platforms that don't really fit the model for an engagement-based, professional services firm and would not have provided a seamless solution for our practice. Other software available specifically for accounting firms are extremely pricey, overly complex for a small firm, and do not operate in the cloud. Intuit Practice Management completely fills this void in the marketplace — it perfectly fit the model of our firm's practice, staff can be trained in minutes, and it pays for itself immediately in increased productivity and peace of mind!"


— Brittany Lanphier
Lanphier Accounting LLC

The integration of Intuit Practice Management and Lacerte is powerful. One mouse-click in Lacerte to change the status also updates your engagement in Intuit Practice Management. It's powerful and a tremendous time-saver! If you are a Lacerte user, it's a no brainer; do it today. Your practice management is in the cloud, and you can work from anywhere, even from your mobile devices."


— Darrell Layman
Layman Family Financial

 
Pricing

Starting as low as $99/month for up to 10 users!

Get all-inclusive access to Engagement Tracking, Reporting, Time & Billing and Client Management capabilities all for one low monthly subscription price based on the number of users in your firm. Monthly subscription pricing allows you to change user tiers as necessary to accommodate the changing needs of your firm, including seasonal staffing during tax season. And by signing up for our 90 day FREE trial, you can make sure that Intuit Practice Management is right for you before getting your first monthly bill. Plus onboarding and ongoing technical support are offered at no additional charge from our dedicated, U.S.-based support team.

Enroll in the 90 Day Free Trial
(800) 445-1882
 
 
 
 

Important disclaimers, disclosures and notes
  1. Cancellation/Refund Policy
    After your free trial, you will be charged the then-current fee for the service(s) you've selected, every month until you cancel. Cancellations or Intuit Practice Management Tier selection adjustments can be made by calling (800) 445-1882 x3 between the hours of 6:00 a.m. to 5:00 p.m., Pacific Time. Cancellations or Intuit Practice Management Tier selection adjustments must be made at least one business day prior to your next billing cycle. You can confirm your billing cycle schedule by logging in to the Intuit App Center (https://appcenter.intuit.com/) and navigating to "Manage My Apps." You can also confirm your billing cycle schedule by calling (800) 445-1882 x3 between the hours of 6:00 a.m. to 5:00 p.m., Pacific Time. Intuit is not obligated to provide refunds for any unused time in your current billing cycle.