Practice Manager How Tos
Understanding Task Management in Practice Manager
COUNT’s Practice Manager helps you organize and track the work required to serve your clients and run your firm. Tasks can be assigned to clients or staff, grouped into projects, or generated from templates. Creating a Task Tasks can be created from several places: From a client profile inside practice manager Within a client's workspace in the Tasks tab Within a project Inside a project template Or directly from the Tasks tab in Practice Manager, where youSome readersHow to Create Project Templates in COUNT Practice Manager
If you regularly manage similar projects for multiple clients, creating a Project Template will save you time. Instead of manually building out each project and adding tasks one by one, you can set up a reusable template with predefined tasks. For example, if you need to prepare year-end tax returns for many clients, a template helps you create consistent projects quickly. Create a New Project Template In Practice Manager, go to Templates → Project Templates. Click NewFew readersHow to Send an SMS from Count Practice Manager
Count Practice Manager’s Inbox allows you to communicate directly with your clients from one centralized place. You can send SMS messages, view message history, manage client details, and keep internal notes, all without leaving the Practice Manager workspace. This guide walks you through how to send a new inbox message to a client. 1. Navigate to the Inbox Log inFew readers