Firms need to know their technology partners and providers are listening to their software/workflow needs … and responding to meet those needs. At Intuit Connect ON, Intuit’s virtual event series for accountants, the company’s answer was clear: We heard you, and here’s what we built.
“You have shaped many of the decisions and innovations we shared today,” Intuit chairman and CEO Sasan Goodarzi told attendees. “Thank you for your partnership, your feedback, and the trust you place in us.”
From Intuit QuickBooks core improvements to a reimagined partner program, the throughline was direct: Accountant feedback drives Intuit’s roadmap.
Here is a breakdown of the major announcements and what they mean for your firm.
A Platform Built Around Accountants
Goodarzi opened the event by articulating three strategic commitments that represent a meaningful shift in how Intuit views its relationship with the accounting profession:
- Accountants are treated as customers, not channel partners.
- Accountants serve as the “human intelligence” layered on top of Intuit’s AI-powered platform, and are the final decision-makers, always in control.
- Intuit is investing annually to fuel firm growth through tools, training, and client referrals.
Intuit is calling its unified technology layer its “Intuit Intelligence” platform, a system Goodarzi described as a “brilliant control tower,” drawing on 40 years of financial data, 10 million customers, and 625,000 attributes per business. The idea is that this intelligence doesn’t just tell you what happened; it helps you understand what’s happening now and what’s likely to happen next, across your clients’ books and your firm.
QuickBooks: Foundational Fixes
Arundhati Singh, senior vice president of Platform, Small Business, and Accountants, led the QuickBooks segment and was direct about the philosophy behind this release cycle.
“Everything you just heard came from you—your requests, feedback, and sessions with our teams. Keep it coming. We’re listening, and it’s making a difference.”
The foundational improvements she highlighted are the kinds of features accountants have long asked for:
- Homepage load times are now 18% faster compared to the February 2026 baseline.
- Bank feed transaction categorization accuracy has jumped from approximately 78% on the old feed to nearly 88% on the new one.
- Accountants can now customize which fields appear in the bank feed and in what order, so teams can move through transactions the way their firm actually works.
- PayPal transaction matching has been improved; QuickBooks automatically reconciles PayPal transactions with bank deposits once they post, eliminating hours of manual matching at month-end.
Additional enhancements already live or arriving this summer include account locking that lets firms block posting to chart-of-accounts entries that should remain untouched; purchase order creation directly from a sales order; customer contact information surfaced on invoices; and KPI scorecards and pre-built dashboards for P&Ls, cash flow, and balance sheet health. And these innovations are now included in QuickBooks Essentials and Plus plan clients, not just QuickBooks Online Advanced.
On the workflow side, Intelligent Onboarding is arriving in beta in late July, guiding new business owners through a personalized setup flow based on their business name, industry, and top priorities. It also includes an Intuit onboarding expert available to coach them through setup. The goal is to have clients arrive in QuickBooks that is already configured correctly, with an industry-appropriate chart of accounts, making month-end close cleaner from day one.
Continuously Clean Books
Another of the announcements at Intuit Connect ON was a new approach to bookkeeping automation. Coming soon to QuickBooks Plus and Advanced plan clients, Intuit is launching expert-verified auto-categorization. AI takes a first pass at categorizing transactions, an Intuit expert validates the categorization in the background, and only high-confidence transactions are posted automatically. Anything uncertain gets flagged for the business owner to review.
For accountants, a critical detail accompanies this rollout. For firm-billed clients, this service is turned off by default and Intuit will not market it to those clients. The accountant decides when to activate it. If a self-billed client seeks to turn it on independently, they are encouraged to consult their accountant first, but either way, the accountant will be notified.
Singh was explicit about the principle: “When a business chooses an accountant, we want that accountant at the center of the relationship. Our role is to help strengthen that relationship, not reach around it.”
The Intuit Business Credit Card is also live. It carries no annual fee, offers 2% unlimited cash back on all purchases, 5% back on Intuit products and services, and automatically syncs to the client’s QuickBooks Online account. Transactions flow directly into the bank feed, receipts attach inline, and for clients with teams, all employee and contractor cards roll up under a single bank feed.
QuickBooks Workforce, a full HR and payroll platform built into QuickBooks that launched in May. Employees can now onboard themselves and sign their own I-9s and W-4 forms digitally, benefit deductions calculate automatically with proper pre-tax and post-tax treatment, and payroll maps directly to the general ledger at the department or project level, producing a cleaner file with fewer corrections at month-end.
AI that Actually Knows Your Client’s Books
The expanded AI capabilities segment during Intuit Connect ON covered Conversational Business Intelligence, arriving in late July. Unlike general-purpose AI tools, Intuit Intelligence draws on a client’s real-time financial data to answer questions about business performance. A client can ask about their revenue trend, cash position, or margins and get an answer that is grounded in their own ledger.
From that conversational interface, clients can also view an AI-generated cash flow forecast benchmarked against similar businesses, then run scenario planning on top of it. For example, modeling what hiring two sales reps in Q3 would do to projected net income. The accountant benefits because any insight generated is based on the same data they maintain in QuickBooks and Intuit Accountant Suite.
Accountants and clients can also turn any recurring insight into a “Custom Skill,” a saved automation that runs on a schedule. Simply ask QuickBooks to “schedule a monthly actuals vs. forecast report” and it will be created, instantly. Intuit also ships a library of pre-built skills, including an invoice reminder automation that can be adjusted by days past due. Every skill run is logged in a full audit trail that shows when it ran, who triggered it, and what changed, so accountants always have visibility into automated activity.
Intuit Accountant Suite: The Firm’s Control Tower
Karla Uribe, director of product for Intuit Accountant Suite, presented a set of features aimed squarely at friction points firms have flagged: managing multiple clients, tracking across the portfolio, and scaling services without adding headcount.
Multi-tab functionality is now in limited beta, allowing accountants to keep their client list open in one tab while working inside up to four clients’ books simultaneously. A new Resolution Center consolidates the firm’s and clients’ support cases in a single view, so issues can be resolved without leaving the suite. A unified Collaboration Inbox collects all client communications, including missing documents and transaction questions, in one organized place, with Intuit Intelligence handling follow-up chasing automatically.
Cross-Client Portfolio Insights, now in open beta, provides an AI-powered summary on the main landing page that will flag issues across the entire client base. Accountants can monitor KPIs for any group of clients they choose, with data now including ProConnect Tax, payroll, and Bill Pay information. Alerts surface anomalies; for example, a client whose expenses have spiked in a way that hurts their margins, before the client calls about it. The conversational interface also supports cross-client queries, allowing an accountant to ask Intuit Intelligence to compare gross profit margins between two of a client’s business entities.
Other features in Intuit Accountant Suite include the following:
- Firm Templates, arriving in late July in the Intuit Accountant Suite Accelerate plan, let firms build reusable Chart of Accounts configurations, accounting policies, and firm settings by industry, and publish them across all clients in that category in one click.
- Workflow Automation, entering beta at the end of July, allows firms to build automated month-end close sequences with AI-powered actions flagged for human review at each step.
- The platform is also previewing Agent Studio, a drag-and-drop environment for building custom multi-step agents for complex, high-volume workflows, launching first with enterprise firms, then scaling down to firms of all sizes.
Intuit ProPartner Accountants
The formal introduction of Intuit ProPartner Accountants, set to replace the current ProAdvisor program in early 2027, was introduced by Jaclyn Anku, who leads the program at Intuit, was clear that accountants drove this redesign.
“We listened to you and rebuilt our accountant partner program,” she said.
The new program operates on the three pillars of benefits, education, and community, and moves from individual recognition to firm-level support. On the benefits side, revenue sharing for QuickBooks Online and Workforce subscriptions extends from 12 months to 3 years, with rates ranging from 10% to 25% depending on tier. A 3-year revenue share program for Intuit Enterprise Suite is also launching. Upper tiers unlock free access to Intuit Accountant Suite Accelerate and dedicated specialist support.
The education pillar builds on existing product certifications and CAS training with an AI skills curriculum and a training manager built into Intuit Accountant Suite, in order for firm leaders to assign learning pathways to their teams and track progress without leaving the platform. The community pillar introduces Better Together, a peer event series, alongside a Career Pipeline Program that aims to certify 1 million accounting students over the next 5 years, with ProPartner mentors matched to students in higher education.
The tier system expands from four levels to five, with tiers earned through certified staff, connected clients, and engagement with Intuit products. The Member tier is free and available to all firms using Intuit Accountant Suite. Projected tier placements will be shared in August.
To prepare for the ProPartner launch, firms should transition to Intuit Accountant Suite now; ensure at least one team member holds an active certification in QuickBooks Online, Payroll, or Intuit Enterprise Suite; and consolidate any multiple firm consoles into a single view.
The Larger Message
The relationship between Intuit and the accounting profession is no longer a once-a-year conversation; it is an ongoing exchange, with product decisions shaped continuously by accountant input. As a result, Intuit Connect ON is now a quarterly virtual series, part of Intuit’s always-on content strategy alongside the annual in-person Intuit Connect event in Las Vegas, October 26–28, 2026.
And that accountability runs both ways. The announcements at Intuit Connect ON were substantive, with real features addressing real friction points, most arriving by late July or early August. Accountants who follow through with the feedback sessions, certifications, and platform adoption will be the ones best positioned to take advantage of what’s coming.
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