Intuit Accountant Suite: Future on Tap

During my time at Intuit Connect at the end of October, I had the opportunity to sit down  Karla Uribe, Intuit's Director of Product for the Partners Segment who has been instrumental in leading the charge for the new 'Intuit Accountant Suite' (IAS).  

Intuit has designed IAS as the replacement for the nearly decade-and-one-half old QuickBooks Online Accountant. While QBO-Act. has undergone a couple of minor facelifts over and some feature enhancements, it certainly has not seen the kind of major revisions implemented this past summer with QuickBooks Online. Now, all of that has, and continues to be changing with the roll-out of IAS.

I've already written two or three articles about IAS, during and since 'Intuit Connect'. In addition, I've mentioned some IAS features, especially those related to the ProAdvisor Program as part of my promotional series for yesterday's QB Talks which featured the 'evolving ProAdvisor Program.' 

This article isn't intended to serve as a 'deep dive', but perhaps just 'wading beyond the shallow area' to test the waters approach. It's also intended to introduce you to the 'benefits' of the "deep end" so to speak. 

So if you are one who says, "going beyond where I can stand-up is a fright", let me tell you that 'exploring outside your comfort zone can be the first steps to big changes in your life... even if you do 'hang onto the side of the pool for awhile.' 

In exploring beyond your comfort zone, I want to mention that one of the most significant advantages to IAS over QBO-Accountant is the ability to work on client directly within IAS. No more launching QBO-Act, then opening a client and working on their data inside their QBO, then going back to QBO-Accountant only to select a different client and work on their data. The ability to work with every clients data inside IAS lets the application summarize and display client data to provide insights into not just one client's financial condition, but how all your clients are doing. That's right, all your clients and their data in one  place. 

The new IAS Home dashboard, is customizable for each team member. Using AI-power, your dashboard can provide immediate information and accurate answers to issues not just for a single client, but every client.

Client Insights provides critical benchmarks and key performance indicators to bolster business performance for any of your clients.

Right alongside such functionalities you will find AI-powered Analysis and anomaly detection that monitors client data, to identify and flag irregularities or potential issues across essentially every area of every clients' business.

Simultaneously, IAS provides security for client data by providing permissions and controls over which team members can access which clients, perform what functions, and access specific modules, apps and add-ons. Firm Operations provides you with access to the 'Team'  features to see users, roles, permissions and so much more. You can easily organize teams and clients to ensure the proper team member can access their clients with the functionalities that best fit the team member role and the client's requirements. 

Another soon to be released feature for IAS, currently in Beta, is Books Close that streamlines the close process not just for one client file, but all your clients’ QuickBooks files. It offers AI-powered pre-close data analysis, bulk editing, standardized review and close templates you can customize, as well as close-progress tracking for all your clients. By the way our December 17, 2025 QBTalks show will cover the use of this new IAS Books Close feature 'at Year-end'.

Other soon to be introduced features will include simplified client management and collaboration including the ability to exchange information and supporting documents with your clients, centralize that content, include notes, files and other resources, and ensure that only those individual needing access have it. 

Additional Workflows beyond those for bookkeeping including payroll, accounts payable, and tax will be coming to IAS. 

A note here. Not all of the current or future IAS functions I am discussing will be within the 'Core' version of IAS, they will be premium features available under the Intuit Accountant Suite 'Accelerate' Plan. Final determinations regarding that plan, its availability or pricing have yet to be released, stay tuned for more information as it becomes available.

As you can see, Intuit Accountant Suite has a lot to offer over QuickBooks Online Accountant.  Intuit has indicated that QuickBooks Online Accountant will remain available to users through the end of calendar year 2026. That gives you more than 13 months to try out Intuit Accountant Suite. If you are part of a firm, only the Primary Admin for your firm can make the switch, and typically Intuit recommends testing out IAS on only one QBO-Accountant subscription (realm ID) before 'diving off the 10-meter board into diving pool.'

Switching larger, complicated firms, with multiple clients, multiple apps, multiple revenue shares, various ProConnect Tax clients attached to QBO files can complicate the process of migration, but when the time comes, Intuit support will be available to assist you with migration support guides, client consolidation/migration tools, and professional support services to ensure success.

Insightful Accountant will continue to make you aware of existing, and upcoming features within the IAS, as well as explore various capabilities within in-depth feature articles or product-related webinars. 

Disclosures:

Content (including graphic content) is based on or adapted from Intuit media source materials, including, but not limited to the Intuit Accountant Suite website and the actual Intuit Accountant Suite product including supporting help documentation. Intuit content adapted by Insightful Accountant from Intuit sources is furnished for educational purposes only.

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