A deep dive into Intuit Accountant Suite

We’re excited to announce the launch of Intuit Accountant Suite, a new product to manage your firm, clients, and team in one place. Developed in collaboration with you, Intuit Accountant Suite combines the power of the Intuit platform, the ability to have all your client’s data in one place, and the latest AI technology to increase your speed and unlock a new level of efficiency 

Boost efficiency, streamline operations, and make great decisions

Intuit Accountant Suite is tailored to meet firm needs with the seamless integration of five core areas: client management, client collaboration, service delivery, business planning, and team management. Intuit Accountant Suite provides:

• All your client files, all in one place¹: Manage all your QuickBooks Online client files with one sign-in to Intuit Accountant Suite—no need to export client data to Microsoft Excel or sign into multiple accounts.
• A platform that scales with your firm: Save time with optimized performance and a new infrastructure that scales with you and your clients.
• A custom dashboard for every team member: The new customizable Home dashboard surfaces the most important tasks, reminders, and AI-powered insights for every team member each day, so nothing falls through the cracks.
• Role-based access controls: Customizable roles and permissions allow you to delegate tasks while separating duties, so you can stay compliant and confidently manage services such as AP, AR, and payroll.
• Boosted operational efficiency with client numbers: Streamline searching, tracking, and billing by managing your entire client list with your firm’s own numbering system, assigning a unique client number to each client.
• AI-powered firm operations at scale: Soon, the same infrastructure we use to power the Intuit Expert Platform will be available in Intuit Accountant Suite. These platform tools have the potential to turbocharge firm operations with AI-driven workforce planning, built-in automation for collaboration and scheduling, and AI co-pilots for operational roles.

AI-powered firm efficiency

Intuit Accountant Suite brings the power of Intuit’s platform and system of intelligence directly to accountants. Intuit Intelligence will allow you to get immediate and accurate answers to any business question, from who’s my most profitable client to which staff is under-utilized. It will also provide access to a virtual team of AI-agents that can complete tasks on their behalf and ingest and analyze data input from multiple sources. Taken alongside existing client and firm information already on the Intuit platform, Intuit Intelligence delivers insights and recommendations that drive confident, faster decision-making for their clients, firms, and teams. 

Coming soon in Intuit Accountant Suite

Here’s a preview of the premium capabilities in beta or coming soon in Intuit Accountant Suite. 

• Organize teams and clients your way, ensuring the right team members have the right level of client access. (premium feature)
• More service delivery workflows beyond bookkeeping, with payroll, accounts payable, and tax, all within Intuit Accountant Suite.
• ProAdvisor Training Manager dashboard to assign and track training across your team.
• Dedicated US-based support² through automatic Gold status in the ProAdvisor program³ with the Intuit Accountant Suite Accelerate plan. (premium feature)
• 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.
• Capacity planning and management, and access to the Intuit Expert Network (premium feature) BETA
• Simplified client management and collaboration, centralizing client information with tasks, notes, files and more. (premium feature) BETA
• Intuit Intelligence and more advanced AI agents. BETA

A faster close process and deeper client insights

Here is more information on the crucial Books Close and Client Insights features available now in beta. 

Books Close (Beta)⁴ is designed to help you:

• Track close status across all your clients and ensure standardized, on-time delivery.
• Increase accuracy at scale with AI-powered anomaly detection. 
• Boost efficiency with bulk edits that auto-update across each client’s QuickBooks file.

Client Insights (Beta)⁵ will:

• Analyze your clients’ data with customizable views and segments so you can offer benchmarks and track critical KPIs.
• Get AI-powered alerts on important trends and anomalies across your clients’ financial KPIs, payroll data, and AP/bill pay data.
• Share proactive insights and data visualizations with your clients that have been gathered by Intuit AI agents.

AI agents power premium features (Client Insights and Books Close), delivering automated anomaly detection and insights. (premium feature) Beta

Get oriented in the new experience

To help you hit the ground running in the new experience, we’ve created a guided tour complete with a detailed visual comparison between the two products. We highlight the biggest changes to the user interface, navigation, and core features to make it easier to find your way around and make the switch as seamless as possible. 

Here’s an example of the kind of orientation you’ll get in the guided tour: 

In QuickBooks Online Accountant, the Client List was your starting point.

To get to your Client List in Intuit Accountant Suite, go to My Apps and look under Firm Operations. Optimized for fast performance with a large volume of clients, the Client List is designed to make it easier to maintain and easily search client records.

Check out the Intuit Accountant Suite guided tour article

How to opt in to Intuit Accountant Suite

You can make the switch to Intuit Accountant Suite any time. Be sure you’re signed in as the primary admin of QuickBooks Online Accountant, then go to Settings and select Switch. Important: wWhen you make the switch, all your data and settings will be retained—you’ll just have a new way to interact with that data, and a lot more power and functionality at your fingertips.

We recommend consolidating one realm first so you can see how the process works, and then finishing the rest to maximize the value you’ll get out of Intuit Accountant Suite. There is more on realm consolidation below. We’ll be here to help, offering a client consolidation tool, support guides, and professional service offerings all along the way.

If you decide the time isn’t right, your firm can switch back to QuickBooks Online Accountant from Settings inside Intuit Accountant Suite, and rejoin when you’re ready.

Manage all your clients in one place

To get the most out of Intuit Accountant Suite, you’ll want to take advantage of the ability to manage all your clients with just one sign-in. Previously, firms managed large client lists by accumulating multiple QuickBooks Online Accountant realms. Not anymore. While a multi-realm approach can sometimes be intentional and serve a specific purpose for a period of time, more frequently, this fragmentation can lead to operational inefficiencies for the firm and complicate the management of staff and clients.

As part of making the switch to Intuit Accountant Suite, we’ve created a detailed guide to realm consolidation, the process of strategically restructuring your multiple QuickBooks Online Accountant realms into a single, unified environment. Our realm consolidation guide is designed to help you complete the technical steps of consolidation while also managing the organizational change for your staff. 

Learn more: A Strategic Guide to Consolidating Your QuickBooks Online Accountant Realms

Join us in shaping the future of accounting with Intuit Accountant suite

We’re excited for you to experience the Intuit Accountant Suite and discover how it can transform your practice. By combining the power of the Intuit platform, comprehensive client data management, and cutting-edge AI, we’re confident that this new solution will empower you to boost efficiency, streamline operations, and make more confident decisions. Join us in shaping the future of accounting and powering prosperity for businesses everywhere.

Learn more about Intuit Accountant Suite and see from/to images comparing QuickBooks Online Accountant to Intuit Accountant Suite.

DISCLAIMERS:

This information is intended to outline our general product direction, but represents no obligation and should not be relied on when making a purchasing decision. Additional terms, conditions and fees may apply with certain features and functionality. Eligibility criteria may apply. Product offers, features, and functionality are subject to change without notice.

¹ All your client files in one place: Access client files that are connected to your Intuit Accountant Suite solution.

² US-based support: Support hours are subject to change without notice. 24/7 support resources are available for Premium levels that include scheduled callback and digital self-help resources. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to limit each telephone contact to one hour and to one incident. Intuit reserves the right to change these hours without notice.

³ Gold status in the ProAdvisor Program: Requires upgrading to Accelerate, a paid plan within the Intuit Accountant Suite. Benefit available starting in early 2026. You will get 500 points that will be maintained on a monthly basis, tied to your monthly billing. If you downgrade or quit the Accelerate plan, then those 500 points will be removed with the close of that monthly billing cycle. 500 points is the minimum threshold for moving into the ProAdvisor Program Gold status, which includes the dedicated support. If you already have Gold status, the 500 points will be used toward reaching the next level, Premium status. Learn more about ProAdvisor Program, points and status here. ProAdvisor status levels subject to change without notice.

⁴ Requires adding Books Close, a paid add-on to Intuit Accountant Suite. You will not be charged during the beta period. When the beta program ends in 2026, we will notify you in advance and give you the option to continue to use the product for a fee or to cancel. You can opt-out at any time.

⁵ Requires upgrading to Intuit Accountant Suite Accelerate, a paid plan within the Intuit Accountant Suite. You will not be charged during the beta period. When the beta program ends in 2026, we will notify you in advance and give you the option to continue to use the product for a fee or to cancel. You can opt-out at any time.