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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 BRC Gap Analysis?

By employing the BRCGS Global Standards as a guideline, a structured set of inquiries will be developed for each section and clause, with answers classified as Yes (indicating adherence), No, or N/A. Any issues will be highlighted if a question receives a No response. Each inquiry will have a space for comments, allowing for the citation of relevant documents, like policies, or the addition of further remarks. When non-conformities are discovered, corrective actions can be initiated, assigned to individuals accountable for resolution, given specific deadlines, and confirmed by appointed personnel. You can explore each identified deficiency in detail to monitor the raised actions, the responsible parties, and the current status of those efforts. It is vital to keep a thorough historical record and an audit trail for all evaluations and actions related to the BRCGS Global Standards clauses. Additionally, it is necessary to revisit the gap analysis whenever there are changes in processes or products to guarantee sustained compliance. Regular assessments of the compliance status are key to early identification of potential risks, allowing for timely interventions to address them effectively. This proactive approach ensures that the organization remains aligned with the evolving standards and best practices.

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

$20.16 per user 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

BRC Compliance Solution

Company Location

United kingdoms

Company Website

brccompliance.org/brc-gap-analysis/

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

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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