Intuit Practice Management Integrations

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.

Get more done with Gmail. Now more secure, smarter and easier to use—helping you save time and do more with your inbox. See what’s new at a glance, and decide what you want to read and respond to. Get nudges that remind you to follow up and respond to messages, so that nothing slips through the cracks. View attachments, RSVP to events, snooze messages and more without opening any emails. Gmail blocks 99.9% of dangerous emails before they reach you. If we think something seems phish-y, you’ll get a warning.

Work smarter with business-class email and calendaring. Exchange helps you collaborate on your critical documents and gives you a focused inbox that prioritizes important messages and adapts to your work style, so you can get more done–faster. Get access to a more personalized inbox with helpful features and a smarter, more organized way to view and interact with email. Search enhancements give you faster and more complete results. With Add-ins, get powerful customization and extensibility, which connect you to modern services and internal line-of-business applications. Organize your time with a calendaring system that goes beyond basic scheduling of appointments and commitments. Automatically capture events from email such as flights and hotel reservations, and get suggestions about where to meet based on your location. Microsoft Exchange Online offers a hosted email service for business. Exchange Online helps protect your information with advanced capabilities.

Tackle even your most complex returns, with complete confidence and efficiency. Serve the widest range of clients with support for multistate, K-1s, consolidated corporations, and more. Form modules include 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, and 5500. Increase accuracy and efficiency with automated calculations for depreciation, amortization, debt forgiveness, and more. Get relevant guidance at any point that you need it with just a click, in context, without interrupting your workflow. Speed through data entry with direct access to all forms and a flat worksheet-based design. Easily keep track of any missing client data and send requests online with a click, and save 23 minutes, on average. Automatically import partnership, S-Corp, and fiduciary tax data into individual returns or between business returns, and save an average of 29 minutes. Lean on advanced diagnostics that automatically catch errors or omissions to bring you more peace of mind.

Amego is the premier mobile solution for live events, empowering organizers to launch a premium event app in minutes. Amego's mobile event platform boasts the most comprehensive toolset available and customizable branding options, enabling you to create an immersive and frictionless experience for your attendees. Amego's feature set is deeper and more modern than any mobile competitor, making it the leading attendee experience app in the industry. Amego has the most advanced, easy-to-use, and searchable set of tools for library exploration, agenda building, and session details. Highlight speakers on sessions, focused speakers page, or in speaker carousels on the home screen. Give sponsors the spotlight with a dedicated sponsor page, features in sessions, or in-home highlights and banners. Allow attendees to create profiles and opt-in to connect with each other, share messages, and book meetings.

Combine powerful reporting features with an easy-to-use, MS Word compatible word processor. Integrate a fully-featured, MS Word compatible document editor to create and edit documents. Create and request signatures, sign documents and to validate executed PDF documents. Create, edit, deploy and collect PDF documents and integrate digital document processing workflows. Share and deploy documents with form fields and add collaboration features such as annotations, stamps and notes. Digital transformation changed every process in today's business world. The number of e-commerce transactions skyrocket and supply chains are fully connected. In nearly any business process, documents and reports need to be designed, created, shared and archived. Our technologies help companies to integrate document processing to client, web and cloud solutions to gain the largest competitive advantage.

No more manual data reconciliation and no more tech-induced stress, just seamless integrations, app onboarding, and data migrations that allow your business to thrive. LINK is a single-point integration solution for application service providers. Let LINK handle your integration backlog so your engineers can focus on your core service roadmap. We deploy and maintain our integrations in your infrastructure, so you never have to worry about data breaches or compliance issues. We have scaled customers to 10k+ locations via our advanced support tooling and integrated ticketing process. Bulk usage discounts, across all integrations utilized, dramatically increase cost efficiency compared to native build costs. With our fast-growing portfolio of integrations, you access new market opportunities and geographies to benefit your customers. We ensure continuous and optimal performance through regular updates, monitoring, and adjustments.

HR software companies choose Flexspring for faster, more cost-effective data integration. Boost HR software sales by easily integrating your application within any customer's workflow. Gain a faster, more cost-effective way to provide turnkey and custom data integrations to your customers. No internal IT resources are needed to create a data integration. The experts at Flexspring create turnkey connectors for you and handle all custom integrations. Enjoy an iPaaS with unlimited flexibility that easily handles the complex requirements of HR data integration. Take advantage of our flexible pricing model. Pay only for the integration use cases you need or pay for the entire platform. Choose the customer experience that's best for your customers. Provide your customers with hands-free, point-to-point integrations that do not require manual interventions, do not store data, and meet enterprise-level security standards.

Tap into the strength and security of Intuit with professional tax software that's ready to use on your web browser. Find out why Intuit ProConnect Tax is the #1 professional tax software on the cloud. Take advantage of proven productivity tools and powerful diagnostics honed for the last 40 years and elevated to the cloud for ultimate convenience. Get software that fits into your current process, connects to QuickBooks, and supports you even as your practice grows. Enjoy peace of mind that your data is still here just the way you left it, safeguarded by Intuit's team of security experts, advanced security tools, and monitoring. Access more than 5,700 forms for 1040, 1041, 1065, 1120, 1120S, 709, and 990 tax returns. Handle the most complex tax scenarios with more than 20,000 automated calculations. Prevent e-file rejections and missed deductions with more than 21,000 critical diagnostics and suggestions.