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Intuit Details PM Suite On Web Site E-mail
Written by Bob Scott   
Monday, 07 June 2010 18:47

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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
About the author:
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.  
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