Integrations
Intuit Practice Management
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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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.
When a proposal is accepted, work is created for that client, including any automated tasks. This helps you reduce your onboarding time.
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.
Manual double-handling is a thing of the past. That means your team is free to focus on what matters most - your clients.
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.
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.
Ignition powers Intuit Practice Management to amplify workflow efficiency, standardize processes, and automate tasks to deliver exceptional client work on time and on budget.
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
Support for this integration
Save time in your everyday workflow and improve your client engagement by connecting your Ignition account with our other trusted app partners.
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Zapier
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Karbon
Karbon
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Unfortunately, Ignition doesn't support payments in South Africa, but it's something we're working on in the future.
You'll still be able to engage clients seamlessly with online proposals and automated engagement letters, and run your business on autopilot by connecting apps to Ignition.
