Strategies for Complete Visibility Across Your Firm & Advanced Techniques to Automate and Standardize Your Workflow


Jeremy Herbel and Clayton Crouch of Intuit Practice Management will be presenting two webinars over the next few weeks over on Insightful Accountant, focusing on visibility across your firm and standardizing your firm workflow. Learn more about each event below.

Strategies for complete visibility across your firm

In this webinar on December 1, 2020 at 2:00 p.m. EST, Jeremy and Clayton will demonstrate how you can use Intuit Practice Management to gain clarity over what your team is working on, where you stand with all of your client relationships, and ensure you have insight into staff capacity to recognize bottlenecks so you can make quicker and better informed decisions.

Register to learn how you can:

  • Manage capacity across your entire team
  • Ensure no work falls through the cracks
  • Know when to hire someone
  • Improve internal and external collaboration
  • Make better informed decisions based on output, capacity, and client behavior
  • Leverage one database as your single source of truth

No matter where you or your team are working from, you will have clarity into where you stand with each client relationship, that deadlines are met on time, and what priorities need to be adjusted.


Advanced techniques to automate and standardize your workflow

This webinar on December 10 at 2:00 p.m. EST will uncover how Intuit Practice Management allows firms to leverage technology to automate and standardize workflows so you can focus on your business and powering prosperity for your clients.

Take advantage of modern technology to automate common, time consuming tasks, so your team can give your clients more attention and deliver higher quality services. Implement standard operating procedures to optimize efficiency, while keeping everyone aligned to your firm’s goals from some of the industries leading firm’s best practices.

Register to learn how you can:

  • Leverage the best tools for automation that should be part of every firm
  • How to assess what areas of your workflow can be automated
  • Automate data collection and reminders that helps reduce the “client chase”
  • Access and use Intuit Practice Management’s in-depth library of purpose-built templates
  • Steps to personalize templates to suit your unique workflows, team and client


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