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On Demand Recording: Transform Your Workflow With Intuit Practice Management

Start Date:7/21/2020

Start Time:2:00 PM CDT

Duration:60 minutes


Learn best practices from leading firms to standardize and personalize your processes to run your firm efficiently and effectively. Carla Caldwell, Founder and CEO of Caldwell Consulting and Training, will share the insights she has gained over the years, as an advisor to firms big and small across the nation. Her specialty is in helping firms scale and grow, or even just help them better balance the work and capacity in their firms using Intuit’s new Practice Management solution (powered by Karbon). You will gain valuable tips that you can use in your practice immediately as you leverage automation tools and processes together to better manage your firm and communicate with your clients.  

Learn about the exclusive integration Intuit’s Practice Management (powered by Karbon) with Lacerte, ProConnect Tax Online, and QuickBooks Online Accountant to seamlessly work across your tax and accounting tools.

Please note that Intuit Practice Management is not yet available for ProSeries users.

Learning objectives

By completing this webinar, you will be able to: 
  • Identify key processes in your firm that you can improve right away.
  • Standardize your tax and CAS workflows using consistent checklists built into Intuit’s Practice Management software.
  • Gain visibility into all of your work streams.
  • More effectively onboard (and off board) clients and staff with standardized workflows.
  • Collaborate with your staff more efficiently and manage firm work with notes all in one place and being able to comment on documents and tasks, all within the same solution.
  • Make sure nothing falls through the cracks by easily delegating tasks to your team, tracking the work, and meeting deadlines.
  • Automate client communications for requesting source documents with integrated email capabilities.
  • Utilize the tax, accounting, and payroll templates so you don’t have to start from scratch.
Who should attend? - Anyone who prepares tax returns or advises clients.

Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study: Management Services - Technical
Recommended CPE: 1
Recommended CE: This course is not eligible for CE credit

If you're already registered for the On Demand Recording: Transform Your Workflow With Intuit Practice Management webcast, click below:



Clayton Crouch

Product Specialist


Clayton received his Master of Business Administration from the University of North Texas. He is a Product Specialist who supports the sales teams in the professional tax group, while hosting webinars and product demos for Intuit’s professional tax customer base. He is passionate about helping customers implement the right cloud-based solutions which allow them to grow and scale their business and power prosperity for their clients.

Carla Caldwell

CEO of Caldwell Consulting and Training

First Name
Last Name
Email Address
Company Name
Company Phone
Job Title
What Services does your firm provide? (multi-select)
Tax Preparation
Tax Planning
QuickBooks Consulting
What tax software do you currently use?
Approximately how many returns does your firm prepare?
Customer Account Number (CAN) - If not an existing customer enter 0.
Number of Employees
Do you currently use a practice management solution?