Intuit today announced the launch of Intuit Accountant Suite in Canada, a new AI-native platform that provides accounting firms with everything they need to scale and manage their clients, firms, and teams, all in one place.
Intuit Accountant Suite is built for and with accounting firms. It’s backed by Intuit’s AI-powered platform that, in the hands of accounting professionals, will allow them to harness the power of Intuit’s embedded AI agents and connected data to access insights and recommendations that scale their own businesses and deliver advisory services that fuel their clients’ success.
“We know that Canadian accounting firms face increasing complexity as they scale, often relying on multiple systems to manage their practice and their client’s books,” said Puja Subrun, Regional Vice President, Intuit Canada/LATAM. “Intuit Accountant Suite solves this by bringing client, team, and firm management into one unified experience. It’s designed to drive efficiency and operational excellence, giving firms the foundation they need to expand their services and grow alongside their clients.”
Intuit Accountant Suite: The Power of the Intuit Platform in the Hands of Accounting Firms to Fuel Their Efficiency and Growth
Accounting firms play an important role in helping businesses succeed. Yet, like many businesses, they often face complexity as they juggle multiple tools, disconnected systems, and time-consuming compliance work. With a recent Intuit report finding that businesses in Canada lose 5.8 hours switching between competing priorities each week, these challenges significantly limit a firm's ability to deliver higher-value advisory services and scale effectively.
Intuit Accountant Suite eliminates these challenges with the power of the Intuit platform in the hands of accounting firms. With access to embedded AI agents, accountants and bookkeepers will have access to done-for-you experiences, insights, and recommendations that drive confident, faster decision-making for their clients, firms, and teams.
Intuit Accountant Suite is tailored to meet firm needs with the seamless integration of five core capabilities powered by Intuit’s platform: client management, client collaboration, service delivery, business planning, and team management. Intuit Accountant Suite provides:
- Consolidated Client Management: Manage all client files in one place with a single sign-in, providing better insight across services provided and eliminating data exports or multiple account logins.
- Custom Dashboard: Ensure nothing falls through the cracks with each team member’s ability to customize their home base, clearly surfacing critical tasks, reminders, and AI-powered insights.
- Role-Based Access Controls: Delegate tasks with customizable roles and permissions, enabling compliance and efficient management of accounting, bookkeeping, payroll services, and more.
- Unique Client Identification: Assign a firm-specific Client Number to each client for streamlined searching, tracking, and billing, reducing manual effort.
- Optimized Performance: Experience fast and responsive performance, regardless of client volume, with a modern infrastructure designed for scalability.
- Seamless Books to Tax Integration: Easily sync client tax data with Intuit ProTax, saving time and reducing data entry errors.
- Books Close at Scale (Beta): Standardize the review and close process with customizable templates and progress tracking to ensure ontime client delivery.
- AI-powered Client Insights (Beta): A new Client Insights feature provides firm-wide client analytics and benchmarking for more-informed business decision making.
Coming Soon: More AI-powered workflows and insights to help firms scale
In the coming months, Intuit Accountant Suite will continue to evolve. With the power of Intuit’s platform and system of intelligence, AI-powered tools and automations designed to improve productivity, accuracy, decision making, and collaboration will be added, helping firms scale and run more smoothly with less overhead.
- AI-powered Analysis and Anomaly Detection: Monitor client portfolios, proactively identify key financial trends, and flag anomalies across payroll, and accounts payable.
“I’m most excited about being able to see our clients as a whole. Whether you're a team of one or a hundred, whether you have a hundred clients or a thousand clients, you're able to see everything and those insights at a glance,” said Candice McKay, partner, Baker Tilly Catalyst. “Intuit Accountant Suite will allow us to focus on what's more important first, and allow us to focus on the important things instead of slogging through data all day.”
Visit here to learn more about Intuit Accountant Suite.
