Give clients a seamless engagement and onboarding process

Get more time to focus on your clients. With Practice Ignition, you’ll save hours of administrative work by automating your client engagement process, preventing scope creep with suggested service and pricing templates, and eliminating receivables with automated payments. Have a seamless end-to-end workflow when you connect Intuit Practice Management and Practice Ignition.

Using Practice Ignition and Proconnect Tax Online allows us to have a strong workflow when it comes to managing our tax season. We're able to engage with our clients in PI and work on their tax returns in ProConnect. The ability to do this all in the cloud allows our remote workforce to provide a better customer experience to our clients.

Josh Lance

Managing Partner, Lance CPA Group

The integration between Practice Ignition and Intuit Practice Management rounds out the automation of sales process. PI sets up the work for us automatically in IPM and allows us to work faster - providing our clients with a speedy and seamless on-boarding experience.

Since we started using it, the amount of time I spend doing monthly billing has declined from 8 hours to 1 hour. We have almost no AR, because the majority of our clients pay upfront when they accept their proposal, or are on monthly recurring auto-draft. Support is great too. I highly recommend Practice Ignition.

Heather Satterley

Pam Cody

Satterley Consulting

Sound Tax Accounting

Reduce admin time with Practice Ignition and Intuit

Create and send your proposal and engagement letter within minutes from Practice Ignition. Once your client accepts, Practice Ignition automatically creates invoices and marks as paid in Quickbooks when payments are processed.

Build a connected end to end tax workflow for your firm with Practice Ignition and Intuit tax products.

With Practice Ignition you'll be able to:

Create professional proposals and engagement letters in minutes using professionally designed templates

Set up direct debits directly within the engagement letter, upon acceptance

Manage all clients and proposals in one single system of record

Better manage cash flow via the Practice Ignition management dashboard

Have a seamless end-to-end workflow with Practice Ignition and Intuit Quickbooks and Intuit Practice Management

How Practice Ignition works:

Practice Ignition automatically amends your client engagement letters based on service templates and standardized terms. Practice Ignition’s integration with QuickBooks Online and Intuit Practice Manager means you’ll save time by eliminating the need for copy and paste or ‘Find and Replace.’

Our onboarding team will help you set up your template library and standardized terms. Practice Ignition will then automatically update the following details for each new proposal:

Correct contact details of clients

A consistent description and scope of services across your clients

An outline of agreed fees and payment terms - retainer, on completion, or fixed recurring for example

Your signature

Your client will then be able to:

Review and sign the engagement letter on any device. They’ll even get reminder emails if they’re slow to sign.

Enter their payment details - both direct debit and credit cards are accepted (fees apply)

Streamline your client onboarding

Automatically create work items in Intuit Practice Management the moment your client accepts their Practice Ignition proposal. Combining the two apps together allows you to create a seamless client onboarding workflow.

Intuit Accountants

You deserve a better way to tackle the time constraints of tax season. That's why you get powerful productivity tools built into all three of Intuit Accountants professional tax programs. No matter which one you choose, you'll win back more time so you can confidently focus on what you do best—making a difference in your clients' lives.

Want to find out more?

Experience how Practice Ignition can help you.