Learn more about Client Insights in Intuit Accountant Suite

Use Intuit Accountant Suite Accelerate's Client Insights to track important client metrics and provide proactive advice efficiently. With Client Insights, you won't need to access each client's books individually. This guide covers how to access the Client Insights feature and generate data views either by using predefined templates or custom views.

Prerequisites

Before you can use Client Insights, your firm must enroll in Intuit Accountant Suite Accelerate. Only your firm’s primary admin can make this change.

Access Client Insights overview

Follow these steps to access the Client Insights Overview page.

1. Go to All apps , select Client Insights, then select Overview (Take me there).

Result: The Overview page appears, displaying data views that you have previously saved or marked as favourites.

Create a data view using templates

Use predefined templates to generate a dashboard quickly.

1. Go to All apps , select Client Insights, then select Overview (Take me there).
2. Select Create new data view.
3. On the Create new page, find the template you wish to use.
4. Select Create view on the chosen template. A new dashboard will be generated and displayed.
5. To change the dashboard's name, select the edit icon next to the current name, then select Save.
6. Personalise the dashboard content by selecting Customise. In the customisation panel that opens:
   • Select columns, sort, or set the number of records to be displayed on a page.
   • Look for insights marked with a [sparkle-icon], which indicate an AI-identified anomaly or trend. Select the icon for more details.
7. When you’re finished personalising your data view, select X to close the panel.

Result: Your dashboard is created and updated based on the selected template and any customisations.

Create a custom data view

To build a data view tailored to your specific needs, follow these steps.

1. Go to All apps , select Client Insights, then select Overview (Take me there).
2. Select Create new data view.
3. On the Create new page, select Create custom views. A dashboard will be generated for customisation.
4. To change the dashboard's name, select the edit icon next to the current name, then select Save.
5. Select Customise to open the customisation panel.
6. Use the panel to select options for your view, to include or exclude columns, sort, or set the number of records to be displayed on a page.
7. When you’re finished, select X to close the panel.

Result: Your custom dashboard is created and updated with your chosen settings.