Revolutionize your firm with Intuit Accountant Suite: an AI-native platform driving efficiency and scalability

Accountants often are bogged down with time-consuming, repetitive compliance work and manual tasks that prevent you from focusing on strategic advisory work to help your clients grow. You also struggle with disconnected tools to manage your firm, adding unwanted complexities. 

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 place¹, and the latest AI technology to increase your speed and unlock a new level of efficiency with these key features:

• Consolidated client management: Manage all client files in one place with a single sign-on, providing better insight across services provided and eliminating data exports or multiple account logins. Unique, firm-specific client identification numbers streamline searching, tracking, and billing, reducing manual effort. 
• Optimized performance and customization: Experience fast and responsive performance, regardless of client volume, with a modern infrastructure designed for scalability and speed. Custom dashboards allow each team member to customize their home base, clearly surfacing critical tasks, reminders, and AI-powered insights. 
• Enhanced service delivery modules and controls: The Accountant Suite has modules for Books Close (beta), tax, and more that enable you to track close status across all your clients, assign work, and work more efficiently with batch actions. With role-based access controls, delegate tasks with customizable roles and permissions, enabling compliance and efficient management of accounting, bookkeeping, payroll services, and more.
• New ProAdvisor dashboard integration: Firm leaders can see their firm-level points achieved through team members’ contributions, and get a firm-wide overview of a team’s training participation, progress, and completion.

AI-powered firm efficiency working for you

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 clients, firms, and teams.

And when added capacity is needed, Intuit Accountant Suite allows firms to tap into Intuit’s trusted experts who can serve as an extension of their virtual team.

Coming soon²: a faster close process, deeper client insights, and more

• Books Close (Beta)³: Streamline your firm’s close process with bulk edits, autoupdates, a standardized review and close process, and customizable templates and progress tracking.
• Client Insights (Beta)⁴: The new Client Insights feature shows you an overview of all your clients, complete with customizable views and segments, so you can surface the right insights and key benchmarks in one place
• Capacity Planning: A new capacity planning app will deliver data insights into firm-wide staffing utilization and make recommendations to help ensure no one is over-subscribed or underutilized.
• 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.

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. 

See more information on Intuit Accountant Suite. Check out a guided tour with from/to images and more information on realm consolidation.

With the launch of Intuit Accountant Suite, we will also be retiring QuickBooks Online Accountant and introducing a new global partnership program designed for firms. We are already evolving the current ProAdvisor program to lay the groundwork for these changes with the release of CAS Foundations, and the addition of specialized certifications in key areas such as AI for Accountants, Client Communication, and Financial Analysis. As we make these transitions, we will gather your feedback every step of the way. 

This new global partnership program will feature a tiered structure of distinct benefits firms receive after meeting specific requirements. Firms that enroll clients to our platforms and drive services adoption, complete workforce certifications, and participate on our expert platform will see the most benefit.

We will begin testing this new global partnership program with a select group of firms early next year. The official tiering structure will be announced in May, following tax season. The new tiering framework will go into effect at the end of calendar year 2026 with the launch of the global partnership program which will replace the current ProAdvisor program, and QBOA will be discontinued. 

This plan is all about making things smoother: gathering feedback, protecting your busy season, getting your teams trained and certified, and getting your clients migrated.

As technology changes, and AI becomes a prominent part of how your clients run their businesses, the human connection is more vital than ever. With Intuit Accountant Suite, AI handles the routine work, while you have the ability to step in when the stakes are higher or interpretation of the data is needed.

It’s technology with a human heartbeat. Your clients get the speed of AI and the trust of human professional oversight. This seamless collaboration saves time and provides the assurance you and clients need to make confident decisions.

Introducing new Intuit AI agents: Payroll and Sales Tax

QuickBooks is expanding the virtual team of AI agents with two powerful new additions specifically designed to conquer time-consuming compliance tasks:

• New Payroll Agent:⁶ Frees up time with automated payroll that means less prep, but full control. The Payroll Agent works with employees and admins to provide updates, insights, and payroll drafts—even on mobile. It proactively collects hours directly from employees of QuickBooks Online Payroll customers, spots anomalies and insights, and sends you a ready-to-approve payroll draft via text.
• Coming soon: New Sales Tax Agent:⁷ The Sales Tax Agent helps you stay confident in your compliance by helping clients identify the correct sales tax for products and services, point out potential sales tax issues, and suggesting fixes before you file. Two in 5 small businesses (41%) say a key benefit of their tech is reducing errors, a crucial need for complex tasks like sales tax. 

Source: Intuit QuickBooks Small Business Insights Survey (July 2025), a quarterly online survey of ~5,000 small businesses with 0–100 employees in the US, Canada, the UK, and Australia

Existing agents are now even smarter

These two new agents round out a team of AI agents that has been working hard on your behalf since first introduced in July. Learning on the job has made them smarter, and we’ve equipped them further to empower your clients to run their business in one place with connected data and insights. This reduces complexity, powers growth, and enables long-term success.

• Enhanced Accounting Agent with improved accuracy keeps your books cleaner than ever.⁸
• Purchase notifications: The Accounting Agent texts your client right away when they use their credit card on a transaction that needs a receipt, prompting them to easily upload it right from their phone.
• AI-powered reconciliation: Reduces human error by comparing PDF financial statements to what’s in an account, identifying any differences, and suggesting how to resolve them.
• Coming soon: Work smarter, anywhere with the QuickBooks Mobile app²: Simplicity and efficiency are at the heart of our mobile experience. AI agents and access to trusted experts help you manage accounting, payments, and customers on the go.
• Mobile matching: The Accounting Agent will match transactions and expenses.² It will even text your client on transactions that require receipts¹ so they can upload a receipt right from their phone.
• Insights on the go: Get help from AI agents right in the mobile app² to keep books accurate and enhance profitability for better money outcomes.
• Enhanced Payments Agent⁹ helps your clients get paid faster and on time. 
• Maximize revenue with reliable payments: Use the Payments Agent to get paid faster.* It learns when clients are paid and suggests strategies for more timely payments.
• Keep cash flow steady: Your Payments Agent keeps track of inconsistent payment patterns and proactively drafts recurring invoices—helping turn unpredictable payments into reliable cash flow.
• Enhanced Customer Agent¹⁰ sources leads and manages follow-ups. It now helps auto-generate estimates to review, edit, and send. 
• Lead management done for you: The Customer Agent identifies new leads in an email inbox and drafts personalized follow-ups to edit, review, and send.
• Surface more leads, close more deals: With the Customer Hub and Customer Agent, intelligent automation streamlines the sales process by prioritizing leads and managing proposals.
• Capture more leads on the go: Intuit AI agents work together to surface qualified leads from your emails, and can even include written and recorded voice notes in auto-generated estimates for you to review, edit, and send—even from a mobile device. This eliminates the time-consuming process of manually creating sales forms to manage leads.
• Enhanced Finance Agent:¹¹ Will manage your finances more efficiently with optimized month-end close and a faster path to insights, summary, and analysis²
• For QuickBooks Online Advanced users:
• Dive deeper into insights: Delivers insights that show the big picture of business performance to help drive profitability.
• Support goals with monthly summaries: Supports business goals by delivering monthly summaries of performance highlights for you to easily edit and share with your clients.
• Timely insights for quick business moves: The Finance Agent provides recommendations on how to better hit KPIs, even helping to identify and respond to risks and anomalies quickly and efficiently.
• For Intuit Enterprise Suite users:
• Steer business growth confidently: The Finance Agent provides comprehensive insights, monitors budget, goals, and forecasts, and delivers deeper analysis on the KPIs that matter—helping you make informed decisions with your clients. 
• Stay prepared for your financial future: Prepare for investor or board meetings with almost no manual effort. The Finance Agent delivers monthly summaries of performance highlights for you to easily edit and send.
• Take timely action on your KPIs: The Finance Agent provides KPI-level recommendations to financial decision-makers, helping them identify and respond to risks and anomalies quickly and efficiently.
• Enhanced Project Management Agent: Now converts signed contracts into projects during project setup and provides deeper project profitability insights that take into account changes in project scope or item cost increases, all summarized on a refreshed project overview dashboard.

For your mid-market clients, we’re adding more features to Intuit Enterprise Suite, our modern, AI-native platform for mid-market that simplifies complex financial management and multi-entity accounting — without the pain of a traditional ERP. The same powerful team of AI and human expertise is at your back and by your side.

Coming soon for growing businesses:

• Enhanced automation for multi-entity management: The new Consolidated View provides a bird’s-eye perspective of the organization, improving financial accuracy and decision-making¹². Dynamic allocations and enhanced intercompany expense allocations significantly reduce manual journal entries, boosting productivity and accelerating the financial close process. Gain enterprise-grade capabilities that automate multi-entity management and accounting. And, coming soon, this will include a central control center to run all your apps (like payroll across all entities), AI-powered transactions and eliminations, and multi-entity (ME) aware reports and roll-ups².
• Accelerated onboarding: Getting started is seamless. AI-powered recommendations² based on your historical data help you standardize your chart of accounts and dimensions across all your entities, so you get up and running quickly.¹²
• Business Intelligence (BI) and reporting: Enhanced business intelligence capabilities deliver a unified, real-time view of performance by combining Advanced Reporting, customizable dashboards, and an enhanced KPI library. This turns disconnected data into actionable insights through AI-powered visualization and analysis¹³.
• Industry solutions: We are also developing specialized workflows to meet unique needs, starting with the Construction Edition¹², coming soon.²

Coming soon²: Intuit Intelligence is a revolutionary system for managing your firm and clients

Across Intuit offerings, from QuickBooks to Intuit Enterprise Suite, our platform has evolved to deliver a revolutionary system of intelligence designed to provide everything you need to manage, compete, and grow your business². Intuit Intelligence means having a robust resource on call and at your full disposal ‌using just a single prompt.

• Simply ask: You can ask questions, securely upload data, and even debate with our conversational AI, allowing you to receive data-backed answers and customized recommendations that drive growth. Intuit Intelligence supports your goals, connects to your existing data safely, and helps you take action instantly.
• Decide with confidence: This provides instant clarity, helping you make decisions with unparalleled confidence and trust. Intuit Intelligence transforms fragmented financial data into clear, actionable insights, allowing customers to realize significant financial benefits. 56% of customers report making better decisions in less time with Intuit AI, according to a recent survey¹⁴.
• Gateway to action: Our conversational intelligence tool is the new gateway to your AI agents and trusted human experts, who can act on your behalf while still leaving you and your accountant partner in full control.

Connect your favorite apps

If you spend too much time manually managing data from various sources, third-party integrations with QuickBooks can help you save time and increase confidence in your decisions. To make QuickBooks your single source for running your business, we continue to expand our ecosystem of third-party app integrations

QuickBooks in Amazon Seller Central

Amazon most likely appears in your clients’ transactions. Now, via QuickBooks in Amazon Seller Central, see profitability, expense, and cash flow financial insights, auto-matching bank deposits with Amazon and other channel settlements to drive done-for-you insights. 

By connecting the tools you already use and love directly to QuickBooks, you can automate workflows, eliminate manual data entry, and get a more complete view of your business. Explore hundreds of apps in the QuickBooks App Store that work seamlessly with your account.

Get more information on Intuit Accountant Suite. Check out a guided tour with from/to images and more information on realm consolidation.