Join the beta program to help this new suite work best for you
We’re excited to soon unveil an all-in-one, AI-powered suite of tools designed just for accountants to manage their firm, clients, and team. As the future evolution of QuickBooks Online Accountant, Intuit Accountant Suite will help firms boost efficiency, streamline operations, and gain new insights to help serve your clients even better. But we need your help to make these tools the best they can be. With your input, we can help ensure Intuit Accountant Suite does what you need.
Note: As we innovate this new suite, firms eligible for the beta program will be able to toggle between QuickBooks Online Accountant and Intuit Accountant Suite.**
All the work you do in QuickBooks Online Accountant will be possible in Intuit Accountant Suite. With the suite, firms will also get:
- All your client files, all in one place: 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 QuickBooks Online Accountant accounts.**
- Fast performance you can count on: Whether you have 10 clients or 10,000 clients, get a responsive experience that loads quickly. Save time with optimized performance and new infrastructure that scales with you and your clients.
- A custom dashboard for every team member: The new customizable home base surfaces the most important tasks, reminders, and insights for each team member each day, so nothing falls through the cracks.
- Assign your team role-based access: Customizable roles and permissions allow you to delegate tasks while separating duties, so you can stay compliant and confidently manage services like AP, AR, and payroll.
- Boost operational efficiency with client number: Assign your firm’s unique Client Number to each client, reducing costly manual work. Streamline searching, tracking, and billing by managing your entire client list with your firm's own numbering system.
Our goal in creating the Intuit Accountant Suite is to provide a refreshed workspace that can help firms serve clients while supporting their own growth. To reach this goal, we need to hear from accounting professionals like you who are willing to share their feedback.
Consider the Intuit Accountant Suite beta
We’re building a new solution for accountants, designed by accountants. Starting in September, accounting firms will have the opportunity to use Intuit Accountant Suite and provide feedback on its features. If your firm joins our beta program, you’ll be one of the first to try the suite and get the chance to share your comments directly with our product development team.
What’s included
After choosing to participate, your firm can get set up by bringing together multiple QuickBooks Online Accountant accounts if applicable. This will help you work with all your clients in one place and get the most out of the experience.
Each of your team members will get a dashboard that’s fully personalized to their role, with widgets that surface their most important insights, tasks, and reminders. This dashboard will help each user prioritize their day, whether they’re managing clients, books, or their team. You may notice right away that you’re able to work faster in Intuit Accountant Suite—that’s because we’ve optimized performance speeds to power your efficiency.**
Find out what’s in the Intuit Accountant Suite beta.
What firms should know about the beta program
Eligibility
Not all firms will be eligible right away for early access to Intuit Accountant Suite. Eligibility will be based on a combination of factors, including number of accounts and the addition of other Intuit products. To check whether your firm is eligible, select Settings ⚙. Admin users at eligible firms will see a message about the Intuit Accountant Suite beta program along with a button to Switch.
Note: Only primary admins will be able to see this message and opt their firm in. If your firm is not yet eligible, please check back throughout the fall season.
