Estimated reading time: 1 minute, 27 seconds

Intuit Details PM Suite On Web Site

proline logoIntuit hasn't officially launched its online practice management suite. However, the company has recently posted details about the upcoming product, ProLine Practice Management, on its Web site. Basic information on suite elements, but not proposed pricing, was made available, along with screen shots.

The new product follows Intuit's plan of placing new products under the ProLine brand. Last year, the company first debuted ProLine with a research product and then later launched a Web-based 1040 tax preparation product.

Features include client management, time and billing, engagement tracking and an add-on document management module. All modules can be accessed via a tool bar across the top of the screen, with separate tabs labeled as follows: Dashboard, Clients, Engagements, Time and Billing, and Documents.

The client management screen shot displays a consolidated client dash board that is said to display real-time Lacerte and QuickBooks data. The document management product screen shot features an Accountant View via which users can store and organize client documents and post them to a secure online site.

 

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
Read 3937 times
Rate this item
(0 votes)

Visit other PMG Sites:

click me
PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.