New AI-powered platform helps accounting firms grow and manage their clients, firms, and teams in one place, improving collaboration, productivity, and profitability

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced the launch of Intuit Accountant Suite, a new AI-native platform that provides accounting firms with everything they need to scale and manage their clients, firms, and teams, all in one place.

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.

“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, accountant partnerships and engagement, 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 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, partner, 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.

Availability

Intuit Accountant Suite is currently available to US-based accounting firms at no cost, with plans to expand into markets outside of the US in the near future. Future pricing for Intuit Accountant Suite will be based on functionality and determined by market.

About Intuit

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us at Intuit.com and find us on social for the latest information about Intuit and our products and services.

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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.

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