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Need help choosing a plan? Schedule a call with our QuickBooks sales team.
Shaped by you. Built by us.
Unlock the power of the Intuit platform with tools built for accountants and bookkeepers.
All your client files, all in one place
Manage all your QuickBooks Online client files with one sign-in—no need to export client data to Microsoft Excel or sign into multiple accounts.**
A custom home for every team member
The customizable home base surfaces important tasks, reminders, and insights for each team member, each day—so nothing falls through the cracks.
Know your data is up-to-date every day
See alerts for disconnected bank feeds and data connection issues right when you log in, so you can restore connection and continue working with the latest data.
Books to tax integration
Built into Intuit Accountant Suite, Pro Tax is your trusted tool for a seamless year-end with modules for T1, T2, T3, and forms.**
Assign your team role-based access
Customizable roles allow you to delegate tasks while separating duties, so you can stay compliant and confidently manage services like AP, AR, and payroll.
Scale seamlessly with new infrastructure
Save time with optimized performance and new infrastructure that scales with you and your clients.
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Grow advisory services with Client Insights**
Intuit's AI monitors your entire client portfolio, proactively identifying important trends and anomalies for you across your clients financial KPIs and data.
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Faster month-end with Books Close**
Streamline your firm’s close process. Track close status and ensure standardized, on-time delivery. Increase accuracy with AI-powered anomaly detection. Your changes auto-update across each client’s QuickBooks file.
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Get more done with less effort and spot issues faster
AI helps prioritize your work, letting you focus on what matters to clients. AI-anomaly detection spots discrepancies and provides suggested paths to resolution, keeping you in control.
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Strengthen relationships with Customer Hub
Manage leads and clients in one place. Gather referrals and feedback, automate lead follow-up and draft personalized responses for each lead—all while supporting relationships from initial contact to loyal customers.
COMING SOON
More innovations are coming
See what we are working on to help your firm run smoother.*
Manage team training
The new ProAdvisor training manager dashboard is built into Intuit Accountant Suite, allowing you to assign coursework, send reminders, and track progress.
Built-in intelligence
Access to Intuit AI that helps to streamline your work and free up your time. Simply chat for answers, get personalized insights, and even delegate complex tasks.
Organize teams and clients, your way
Create custom role-based access groups of clients and team members that align to your firm’s structure. With firm-wide groupings, you can easily view team and client groups.
“It’s finally the solution we’ve been asking for to manage our firms.”
Martha Banner, CPA and Partner, Western Canada Cloud Accounting Services Leader at BDO Canada
Frequently asked questions
Call Sales: 1-888-829-8589
