This platform has so many advantages and benefits, but the largest initial benefit is the ability to see and action on all your clients’ QuickBooks data in one place. The use of Intuit AI enables meaningful efficiency gains and the ability to detect and ask questions to diagnose anomalies found in the data faster than before.
Plans made for accountants like you
We’ve got you covered with the solutions to fit your unique business needs.
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Add Books Close - BETA(optional)
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BETA
Intuit Accountant Suite Core
All your client files in one place at no additional cost.
Free
Top features:
- The Home dashboard surfaces daily tasks, reminders, and insights as well as alerts you to disconnected bank feeds, third party apps, and more.
- BETAAsk any question and get instant, contextual answers in clear, concise language.
- Intuit AI proactively identifies important trends and anomalies across financial KPIs and more.
- Create, apply, and save personalized chart of accounts templates to standardize onboarding new clients.
- Separate duties and assign access to accounts payable, bill pay, accounts receivable, payments, and payroll.
- My Menu provides accountant-exclusive tools to clean up client books efficiently, and manage workflows.
- Gather leads, automate follow-ups, and draft personalized responses all in one place.
- A management tool that allows you to view and manage all your clients in one place, add new clients and manage their contact and subscription information, control team member access to specific client accounts, search and filter client records easily.
- BETAThe ProAdvisor training manager dashboard allows you to assign and review coursework, send reminders, and track your team's progress.
BETA
Intuit Accountant Suite Accelerate
Improved efficiency and streamlined operations at scale.
$149/mo starting on May 1, 2026.
$149/mo starting on May 1, 2026.
$0/mo*
Intuit Accountant Suite Core features, and:
- Proactively identify trends and anomalies across financial KPIs, payroll data, AP/bill pay data, and more.
- COMING SOONAssign teams and clients in bulk through custom role-based access groups that align to your firm's structure.
- Automatically find and resolve discrepancies with you in control.
Looking for QuickBooks Online Accountant?
Frequently asked questions
Yes, you will have the option to go back to QuickBooks Online Accountant at this time. Note, if you have transferred clients to a target account, those will continue to be centralized in a target QBOA account. We strongly encourage you to return to the Intuit Accountant Suite when your team is ready so you can benefit from the newest innovations.
Books Close is available at no additional cost throughout the beta program. You will be billed $8 per onboarded client per month for up to 50 clients or $6 per onboarded client per month for over 50 clients, starting May 1, 2026. We will notify you in advance and give you the option to continue to use the product for this fee or to cancel. You can opt-out at any time.
With Books Close, you can create customizable workflow templates for your firm, centralize work in one place, and track close status and assign tasks to team members all within the new dashboard.
If you cancel Books Close subscription, your project and task data will be retained and viewable for 7 years.
Yes, Books Close provides access to client data so you can take action on the data within Intuit Accountant Suite without having to open the client’s QBO file saving you valuable time.
You will be able to assign a preparer, reviewer and approver to each client’s close and setup tasks for each role within the workflow.
After you subscribe to Books Close, we recommend that you open the Settings page to customize templates, preparer/reviewer/approver roles, as well as statuses. This process is recommended before onboarding clients to Books close and set up off their first close but is completely optional. We will have default options for all of these so you can also quickly onboard using those. Once this is set up, you are ready to onboard clients to Books Close and set up the first close for each client.
We offer transaction checks that catch coding issues within client’s books, as well as, anomaly detection on the balance sheet and profit and loss statement to highlight account level variances including Intuit AI summaries.
How can we help?
Talk to sales 1-877-585-6621
Call Sales: 800-458-3175
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