With Practice Management, users can easily create and assign tasks directly within QBOA, which are then automatically marked as complete, once they are finished.
This solution is designed to eliminate the disjointed experience of manual tracking and provide a unified view of work that delivers visibility across all initiatives. Practice Management reduces the number of tools accountants need to manage their practice to just one. We’ve heard the same tales from accounting professionals when it comes to managing their practice: anecdotes of missed deadlines and the fear that something will fall through the cracks. QBOA Practice Management is a cloud-based solution designed to be the one place for accountants to effortlessly and seamlessly manage workflow, client communications, and daily operations.
Intuit has introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA).
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