Intuit has announced a partnership between Intuit ProConnect and Practice Ignition.
ProConnect Tax is Intuit's cloud-based professional tax software. The partnership with Practice Ignition will eliminate administrative tasks, allowing for a better workflow for tax professionals.
According to Jorge Olavarrieta, Vice President of Product Management and Design at Intuit, the Practice Ignition integration "allows tax pros to automate compliance work, leaving them more time to focus on each individual client’s long term goals."
Key benefits of the integration include:
- Streamline client onboarding with professional proposals and engagement letters. Utilizing a flexible proposal editor or proposal options to customize for firm and clients’ needs.
- Win more deals quicker with ready to send, premade or customized proposal templates. Collect a digital signature within minutes.
- Eliminate the stress of getting paid by collecting payment details upfront, directly within the engagement letter, upon acceptance
- Have robust workflows with Practice Ignition, Intuit QuickBooks and Intuit Practice Management integrations.