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What happens when you integrate Intuit Practice Management with the power of Ignition? You’ll streamline your client onboarding workflow to save time—and free up your team to get started at once. Sounds good? You bet it is.

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Key benefits to integrating Ignition and Intuit Practice Management

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Automatic workflows

You don’t need to create your workflows from scratch. Build your work templates and link them to your Ignition services so they populate your workflow each time your proposal is accepted.

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Streamlined client onboarding

When a proposal is accepted, work is created for that client, including any automated tasks. This helps you reduce your onboarding time.

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Create clients automatically

Ignition and Intuit Practice Management mean new clients you have engaged will automatically be created in Intuit Practice Management once they’ve accepted your proposal.

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Free up your team

Manual double-handling is a thing of the past. That means your team is free to focus on what matters most - your clients.

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Why customers love Ignition

  • "With Ignition, the on-boarding of my clients is 100% much more efficient than it has been in the past."

    Alex Falcon Huerta avatar
    Alex Falcon Huerta
    Soaring Falcon Accountancy
  • "Absolutely love Ignition - the software is amazing, is very easy to customize and has saved us hours of admin work."

    Sharon Pocock avatar
    Sharon Pocock
    Kinder Pocock

Client onboarding. Consider it done.

From the very moment your client accepts your proposal, Ignition swings into action, creating work items to streamline the client onboarding process. And that means no wasted time or forgotten tasks. It also means that your team will instantly know the tasks they need to work on, and when. It’s intelligent automation.

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Seamless workflow. Right from the start.

Whenever your clients accept any service in Ignition, that triggers the linked Intuit Practice Management template to automatically create a work item. What’s more, your team will know immediately what to work on—right down to individual tasks.

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Deliver on time and on budget

Ignition powers Intuit Practice Management to amplify workflow efficiency, standardize processes, and automate tasks to deliver exceptional client work on time and on budget.

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What is Intuit Practice Management?

The online practice management software solution to manage and organize all practice work in one place so everything runs smoothly.

Intuit Practice Management users can scope work, automate data collection and scale client onboarding. Even anticipate bottlenecks and automate recurring work. All while centralizing client contacts and working in the cloud.

Learn more about Intuit Practice Management

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Discover our other app integrations

Save time in your everyday workflow and improve your client engagement by connecting your Ignition account with our other trusted app partners.

Integrate Intuit Practice Management with your Ignition account

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