The New Intuit Accountant Suite is like QBO-Accountant on Steroids

Each year at Intuit Connect I have a one on one with Ted Callahan, Director of Accountant Partnership and Strategy.  This year we were joined by Karla Uribe, the Director of Product Management. Almost 90% of our discussion focused on the new Intuit Accountant Suite. The other 10% I’m not at liberty to discuss in ‘this feature’ but you will hear more about that in a future article from Intuit Connect. 

Intuit Accountant Suite (IAS) is the next-generation of QuickBooks Online Accountant (QBOA) and is an AI-powered platform designed to help accountants manage their clients’ accounting and tax requirements, as well as their own firms (regardless of size) within a single solution. And, IAS has been designed to provide a responsive experience, whether you have a few clients or thousands. 

IAS provides these new or expanded functions over QBOA: 

• Simplifies client management: Centralizes the management of all your clients’ data, whether it comes from QBO (any SKU), QuickBooks Ledger, or Intuit Enterprise Suite or even ProConnect Tax.  All of that data is platform-resident and encompassed within Intuit Accountant Suite  in one place to provide a single source of truth and simplify workflows. 
• Boosts efficiency: With AI-powered workflows that can be implemented across all clients, or segregated to specific types of clients (like Construction or Professional services), AI agents will automate tasks to streamline the work your team must perform, freeing up time for more strategic work.
• Enhances decision-making: Provides AI-powered insights to help IAS users quickly identify clients needing attention, those with potential issues developing over the short (or ultimately, long) run, and make appropriate actions to benefit their clients.

IAS also offers AI features (OK, I realize I’ve said AI this, or AI that, how many times already; but let’s face it, AI is “where it’s at.”) to streamline operations and boost productivity for users. Here are just a couple of these AI ‘key features’:

• AI-powered Landing-page Dashboards: Every IAS user can have a personalized dashboard controlled by highly definable user permissions. For example, a Firm Executive may want to see factors like client performance and team performance on a broad view only to inquire as to the specifics of any single client or single team member. Similarly, each team member can have their own personalized landing-page dashboard showing the most important information for their specific clients, assigned projects, tasks, or duties.
• Highly collaborative: Not only does IAS allow firms to collaborate with their team members, but it also provides safe collaboration with clients directly within the platform. Need to notify a team member of a client realignment? Simply let the team member know automatically as part of the reassignment. Got a client inquiry? Simply ask the client, and they can respond.  

• Proactive performance: Intuit’s AI agents continually monitor all of your client’s data and identify important anomalies and trends across all of their financials including key performance metrics, AP/bill pay data, outstanding A/R, payroll data, and more.

• Close like never before: AIS smooths the period-end close process for each of your clients using AI-powered anomaly detection and auto-updating edits across every QuickBooks file. You control the entire process with customizable templates, roles and permission and team assignments based on your firm's specific needs and requirements.

Now, all of you know me, and that I’m always skeptical about ‘new things’, especially when they impact the ‘ProAdvisor Community’. So, I wondered, what’s in it for you?

Great news. You will find ‘way more’ than what is currently in under the ‘ProAdvisor Menu of QBOA’. Even more than the Benefits and Training tabs offer. There is both a new ProAdvisor Dashboard for firms and IAS users. The new Dashboard is loaded with each user’s ProAdvisor status: certifications, training completed, tier-level, recommended training, and more.  It’s like having the entire ‘ProAdvisor Academy’ built into IAS for each of your ProAdvisor team members. Firms can even ‘assign a task’ for a specific team member to begin working on a training course or certification.

And speaking of training courses and certifications, a new Client Advisory Services curriculum will provide skills-based training for an advisory-driven market and equip team members with the skills to become trusted strategic advisors to their clients. You can find out more about this new curriculum, as well as the enhanced ‘ProAdvisor’ functionality with IAS on November 19th when Intuit's Leader of ProAdvisor Training and Certification, Jaclyn Anku, will be joining me for our QBTalks show.

REGISTER HERE if you are not already registered for QBTalks. 

Disclosures:

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

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