Document Management

Practice management features have been added to QuickBooks Online Accountant. These features include a mobile enabled-work dashboard in what the company termed is the “first set of practice management features.”

In a prepared statement, Rich Preece, leader of Intuit’s Accountant Segment, Small Business Group, said accountants can track all work associated with clients and the firm in one place. After new jobs or tasks are created, accountants can edit job cards straight from the dashboard. Users can also send document requests and messages to clients from QuickBooks Online Accountant while clients can view and respond directly from the application Practice Management is free to all users. More information is available by visiting bit.ly/practicemanage.

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