Financial management and tax technology maker Intuit has launched the new Intuit Accountant Suite, an AI-native platform gives accounting firms tools to scale and manage their clients, firms, and teams.
Intuit Accountant Suite is built for and with accounting firms. It’s backed by Intuit’s platform and new Intuit Intelligence, a revolutionary system of intelligence, that in the hands of accountants will allow them to harness the power of Intuit’s embedded AI agents and connected data to access insights and recommendations that scale their own businesses and deliver advisory services that fuel their clients’ success.
“We’ve been working on Intuit’s Accountant Suite for over a year,” explained Karla Uribe, director of product management at Intuit. “This latest Intuit platform is one centralized place to manage all the business, all the teamwork, clients, a centralized data platform. One of our big inspirations is to be a firm-level product, no matter if it’s a tiny one-person firm or a very large firm with lots of team members and clients. Instead of firm members scattered across many QuickBooks Accountant programs, not having one good way to centralize all important data, everybody can have a really awesome experience in one product, customized for everyone.
Ted Callahan, director of accountant partnership and strategy at Intuit, described the new product. “It’s the kind of experience that’s a no-brainer to transition over to the new platform – in one place you can now manage clients, your team, your overall firm. Literally it’s the place to grow and scale your firm now and into the indefinite future. Here’s the power of Intuit coming to your firm in all the ways you’ve been asking for.”
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“Accounting firms play a vital role in advising their clients on key growth strategies while managing their own complex operations,” said Simon Williams, vice president of accountant partnerships and engagement at Intuit. “Intuit Accountant Suite gives firms the ability to manage their clients and teams more effectively, giving them time back to deliver higher-value advisory services, and scale their own businesses.” Intuit introduced the Accountant Suite at Intuit Connect, the company’s premiere annual live event for multi-service accounting firms. Leaders also unveiled several new innovations for mid-market and small businesses.
Intuit Accountant Suite: The power of the Intuit platform in the hands of accounting firms to fuel their efficiency and growth.
Accounting firms play an important role in helping businesses succeed. Yet, like many businesses, they face complexity as they juggle multiple tools, disconnected systems, and time-consuming compliance work. These challenges often limit their ability to deliver higher-value advisory services and scale effectively.
Intuit Accountant Suite eliminates these challenges with the power of the Intuit platform and system of intelligence in the hands of accounting firms. With Intuit Intelligence and access to embedded AI agents, accountants will have access to done-for-you experiences, insights, and recommendations that drive confident, faster decision-making for their clients, firms, and teams.
Accountants will get immediate and accurate answers to any business question, from who’s my most profitable client to which staff is under-utilized. They also will be able to complete tasks automatically, from running a client’s payroll to creating firm-wide and client-specific reports and dashboards because of the secure access to Intuit and client data and data from third-party systems. And when added capacity is needed, Intuit Accountant Suite will allow firms to tap into Intuit’s trusted experts who can serve as an extension of their virtual team.
Intuit Accountant Suite is tailored to meet firm needs with the seamless integration of five core capabilities powered by Intuit’s platform: client management, client collaboration, service delivery, business planning, and team management. Intuit Accountant Suite provides:
- Consolidated Client Management: Manage all client files in one place with a single sign-in, providing better insight across services provided and eliminating data exports or multiple account logins.
- Custom Dashboard: Ensure nothing falls through the cracks with each team member’s ability to customize their home base, clearly surfacing critical tasks, reminders, and AI-powered insights.
- Role-Based Access Controls: Delegate tasks with customizable roles and permissions, enabling compliance and efficient management of accounting, bookkeeping, payroll services, and more.
- Unique Client Identification: Assign a firm-specific Client Number to each client for streamlined searching, tracking, and billing, reducing manual effort.
- Optimized Performance: Experience fast and responsive performance, regardless of client volume, with a modern infrastructure designed for scalability.
- Books Close at Scale (Beta): Standardize the review and close process with customizable templates and progress tracking to ensure on-time client delivery.
- AI-powered Client Insights (Beta): A new Client Insights feature provides firm-wide client analytics and benchmarking for more-informed business decision making.
“One of the hardest parts of running a firm is staying connected to the pulse of the business beyond day-to-day client work,” said Dan Luthi, a partner at Ignite Spot. “The foundation being built with Intuit Accountant Suite has the potential to reshape how we visualize and respond to what’s happening in our practice. The promise of fast, intuitive insights could truly be a game-changer.”
Coming Soon: More AI-powered workflows and insights to help firms scale In the coming months. Intuit Accountant Suite will continue to evolve. With the power of Intuit’s platform and system of intelligence, AI-powered tools and automations designed to improve capacity planning, productivity, accuracy, decision making, and collaboration will be added, helping firms scale and run more smoothly with less overhead.
- Capacity Planning: A new capacity planning module will deliver data insights into firm-wide staffing utilization and make recommendations to help ensure no one is over-subscribed or under-utilized.
- Collaboration Tools: Soon, document sharing capabilities, integrated web-conferencing, meeting scheduling, and AI note-taking capabilities will enhance firm efficiencies.
- AI-powered Analysis and Anomaly Detection: Monitor client portfolios, proactively identify key financial trends, and flag anomalies across payroll, accounts payable, and bill pay data.
- Seamless Books to Tax Integration: Easily sync client tax data with Intuit ProConnect Tax , saving time and reducing data entry errors.
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