Intuit Launches Free Practice Management Features In QuickBooks Online Accountant
On MAY17, 2017 Intuit introduced Practice Management features in QuickBooks Online Accountant. Accountants in US, UK, France, Canada, Australia have this feature available in QuickBooks Online Accountant. QBOA Practice Management is a work dashboard which gives accountant the freedom to do client interaction and to track all their work in one place.
The PM was especially designed by intuit to overcome the below mentioned challenges:
- The work of an accountant is always deadline driven and missing deadlines could mean loosing clients or paying heavy fines . With Practice Management you can easily create a new job or task and assign them accordingly, at the same time the jobs cards can be edited directly from the dashboard.
- Most of the times accountants use several different spreadsheets to track their work however they might not be necessarily integrated with each other or there could be limited integration. Practice Management reduces the number of tools accountants use because QuickBooks Online Accountant is directly connected to the applications accountants therefore users can easily create and assign tasks directly within QBOA, which are then automatically marked as complete, once they are finished.
- Accountants cannot communicate with their client through accounting software but with PM accountants can easily communicate with clients and in turn clients can also view and respond from QuickBooks Online directly.
Thus Practice Management features in QuickBooks Online Accountant allows accountant to smoothly track and co-ordinates all the work associated with their clients and firm thus leaving no stone unturned.