{"id":24329,"date":"2021-11-09T08:00:41","date_gmt":"2021-11-09T14:00:41","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=24329"},"modified":"2023-08-22T11:08:17","modified_gmt":"2023-08-22T16:08:17","slug":"intuit-practice-management-speeds-workflow-handles-hundreds-of-tasks-and-saves-hours-of-documentation","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/intuit-practice-management-speeds-workflow-handles-hundreds-of-tasks-and-saves-hours-of-documentation\/","title":{"rendered":"Intuit\u00ae Practice Management speeds workflow, handles hundreds of tasks, and saves hours of documentation"},"content":{"rendered":"

\"JimJim Sylvester, a CPA and sole practitioner who lives and works in a suburb just outside Philadelphia, opened his own firm in 2012 to focus on CFO advisory services. Similar to many other tax and accounting professionals, he thought his work life was organized and in order; after all, he had a computer and built-in software. What else would he need?<\/p>\n

Growing pains<\/h2>\n

When he began adding more clients who needed his advice on a wide variety of activities – from liquidity and business process outsourcing, to bankruptcy and turnaround work – he quickly realized that no two days were alike, and no two calls or meetings were the same.<\/p>\n

“If they want to refinance their debt or buy a building, I\u2019m the first person they call for an opinion and to assist in the process; if there\u2019s a lawsuit, they call me first,\u201d says Jim. \u201cWorking in advisory services<\/a>, there is no set routine and no standardization, and it\u2019s not uncommon to have one client who has six to eight immediate needs after a call, with 100 tasks to handle in a specific timeframe. I needed a way to keep track of all of this.\u201d<\/p>\n

An always-on solution<\/h2>\n

A big white board? No, too small to hold all of the information. Electronic sticky notes? Too hard to keep up with. Multiple spreadsheets with tabs? Too complicated. Instead of using any of these seemingly quick fixes, Jim turned to Intuit\u00ae Practice Management<\/a>. Immediately after seeing a demo, he realized what he had been missing: a single source of information that could more easily handle all of his emails and tasks, and scale alongside his firm\u2019s growth.<\/p>\n

“Intuit Practice Management keeps track of all the work that needs to be done. With as many clients as I have with as many assignments, that\u2019s a major plus, especially the ability to copy tasks to multiple clients,\u201d he says. \u201cAdd to that the time savings I get from the triage function; emails are one and done, saving me a significant amount of time. Best of all? I\u2019m making more money because I\u2019m able to bill my clients much faster than before.\u201d<\/p>\n

Working only with CEOs whose company revenue is $1 million to $30 million, Jim is using Intuit Practice Management differently than other practitioners who\u00a0 are more likely to integrate it with Intuit ProConnect\u2122 Tax<\/a>, Lacerte<\/a>\u00ae or ProSeries<\/a>\u00ae, and use it in a team\u00a0 environment. Nevertheless, he\u2019s sold on the built-in organizational abilities and cloud technology.<\/p>\n

“My best day is when I get a call from a CEO who needs my help or when it\u2019s someone new who wants my advice. Without a way of keeping up with the details, I wouldn\u2019t be able to address immediate needs and manage everything else I have.\u201d<\/p>\n

With Intuit Practice Management, Jim has seen a:<\/h2>\n