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What is Intuit Practice Management?

Manage CPAs effectively by clearly identifying tasks, their corresponding clients, and deadlines. With an intuitive drag-and-drop interface, you can effortlessly adjust priorities and assign responsibilities. Employ filters based on due dates, task progress, or team members to keep all tax preparers informed and ensure workflows operate without hitches. Furthermore, integrate your email inbox seamlessly for quick actions that require just a few clicks. You have the ability to leave comments for colleagues, tag members for necessary follow-ups, archive communications in a digital client folder, add tasks to your to-do list, or respond in the usual manner. Customize existing templates or create your own to optimize standard processes for your team. Upon completion of a task, the next one is automatically allocated to the designated tax preparer, who will find it added to their task list. Every client email, document, task, and more is organized and easily accessible. You will also benefit from a detailed audit history, allowing you to effectively monitor all activities, while important items can be pinned for instant access. This all-encompassing system not only enhances efficiency but also fosters collaboration and productivity within your team, making it a valuable tool for streamlining operations.

What is ATOM?

The era of lost client files is behind us, freeing you from the frustration of sifting through chaotic folders for hours on end. Now, client information is neatly arranged in a centralized system, which boosts your team's productivity and positively impacts your company's bottom line. You have the ability to customize workflows to suit your diverse business requirements, whether for tax preparation, bookkeeping, IRS resolution, or financial planning. By choosing electronic storage solutions, you will greatly reduce your reliance on paper and toner, while simultaneously ensuring that both your staff and clients can access files with ease at the click of a button. This is not just any typical Client Portal; ATOM elevates the concept of document sharing to a whole new level. Clients have the ability to send messages, book appointments, process payments, track the progress of their tax returns, and much more, all from the convenience of their mobile devices. ATOM facilitates the secure storage of documents and digital notes online, providing instant access from any location at any time. This forward-thinking method not only optimizes your operations but also builds stronger relationships with clients by offering them exceptional accessibility and service, ultimately fostering loyalty and trust. Your business can thrive in this seamless digital environment, paving the way for future growth and success.

Media

Media

Integrations Supported

Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Zapier

Integrations Supported

Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per user per month
Free Trial Offered?
Free Version

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

proconnect.intuit.com/practice-management/

Company Facts

Organization Name

Automated Tax Office Manager

Company Location

United States

Company Website

www.atomanager.com

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Categories and Features

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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