Arti Patel Martinez, ProAdvisor Training & Certification Leader: On today's episode of In the Know, we'll be exploring the Core features in Intuit Accountant Suite.
Hey ProAdvisors, it's Arti, and you're watching In the Know, where you get exclusive access to demos of Intuit product enhancements by the leaders who built them.
Let's jump right in with Kaitlyn, who will show us Intuit Accountant Suite’s Core.
Kaitlyn, welcome!
Kaitlyn Wilchynski: Hi everyone! I'm super excited to be back presenting on In the Know. I am a principal product manager on the Accountant team, and I am going to be telling you about a lot of the features in Intuit Accountant Suite. Intuit Accountant Suite was built for accountants with accountants.
What we heard is that you're facing workforce bottlenecks that limit your growth, so we wanted to build a system that scales. We also heard that you have a disconnected text stack; we wanted to create an accountant-centralized hub with connected tools. And we also heard that there are some struggles to keep pace with the rapidly evolving tech landscape, so we built this with a lot of AI tools natively involved to make automation seamless.
Who is this product for? It's for all accountants.
How do you get access to it? You opt in to the Intuit Accountant Suite under settings and QuickBooks Online Accountant. You have to be the primary admin.
We went live with this in October 2025 and QuickBooks Online Accountant will be discontinued December 31, 2026, but you can still use it now and you have until then to migrate over to the Intuit Accountant Suite.
Where is it available? It's available in the United States, United Kingdom, Canada, and Australia. The Intuit Accountant Suite has two SKUs, unlike QuickBooks Online Accountant, which had one. We have Intuit Accountant Suite Core, which is free. It will always be free and has a lot of the same functionality as QuickBooks Online Accountant, but is intended to replace it.
We also have Intuit Accountant Suite Accelerate, which is for more complex firms. We're going to start by walking through what's available in Core. What you see here is we have landed on a home base. This is different from QuickBooks Online Accountant, but it is fully customizable and respects role-based access control.
That means any of your firm users will not be able to see things they shouldn't be able to see, or access things they shouldn't be able to access. We are also continually adding more widgets, so you can check back to see what is new. To start, I'm going to jump into our client list. We've reimagined the client list and narrowed in on what information was key to understand about your clients.
Here you see your client name, their email, their client number. This is important. If your firm uses distinct client numbers to track them, you can add them here and track them that way and on what accounting solution they're on. So, we give you visibility on what SKU they're on if they have other products. For example, if they have payroll or anything like that, as well as attached apps. Where this came out of is based on what accountants were saying to us. They needed to be able to quickly identify their cohort of clients based on these different attributes. For example, they might need to look at QuickBooks Online Advanced clients, who had payroll, or who has an app.
If they were going to switch from one app to another, they wanted to be able to identify them, or if there was an outage of some sort with an app, they wanted to understand who was impacted. The other thing we heard, which I talked about in my intro, was that firms needed a way to update their or be able to segment their clients.
What we did is we extended custom fields to clients. You can see I've already created two here, but basically you can do whatever segment you want. We recommend you choose dropdown, but you don't have to, and then you put in whatever you want.
You can also choose a segment by industry, or by what service tier or service line you're providing. We also hear a lot of firms might do it by geography, but it’s whatever you want. This enables you to slice and dice, and understand how to customize your clients. You just have to click on Customer and hit Save.
Then when we go back to the client list, what you'll see is you can select whatever clients you want and can assign custom fields to them. The wonderful thing about this is that these appear as columns. You can see the ones I've previously configured here. What this enables you to do is very quickly and easily get a sense of your client. Here you can see Spa Day Care is in the California retail industry which doesn't match, but this is a testing account and example for the demo.
This allows you to really understand and cohort your client base. Now you probably notice that here we have different columns that I haven't selected. You can also have the phone number client type as if they're an individual or business as well as some of the existing tax prep ones. You can also reorder the columns.
However, you may want to get a view that you like. All of these persist so you can configure it how you want, and when you return, the same configuration will exist. The client custom fields are not you. It can be. You can create as many as you want, up to 99 and as many drop-down as many options as you would like.
That's a little bit about our client list and our home base!
Arti Patel Martinez: Thanks so much for that walkthrough, Kaitlyn!
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