Learn more about Client Insights in Intuit Accountant Suite

Client Insights in the Intuit Accountant Suite Accelerate beta offers a high-level view of your clients' accounts. This feature allows you to monitor key client metrics and provide proactive advice efficiently, without needing to access each client's books one by one. This guide covers how to access the Client Insights feature and create data views either by using predefined templates or by building custom views.

Prerequisites

To use Client Insights, your firm must switch to the Intuit Accountant Suite Accelerate beta. Your firm’s primary admin can make this change.

Access Client Insights overview

Follow these steps to access the Client Insights Overview page.

1. Sign in to Intuit Accountant Suite.
2. Follow this link to complete the steps in product

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. Sign in to Intuit Accountant Suite.
2. Follow this link to complete the steps in product
3. Select Create new data view.
4. On the Create new page, find the template you wish to use.
5. Select Create view on the chosen template. A new dashboard will be generated and displayed.
6. To change the dashboard's name, select the edit icon next to the current name, then select Save.
7. Personalize the dashboard content by selecting Customize. In the customization 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.
8. When you’re finished personalizing your data view, select X to close the panel.

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

Create a custom data view

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

1. Sign in to Intuit Accountant Suite.
2. Follow this link to complete the steps in product
3. Select Create new data view.
4. On the Create new page, select Create custom views. A dashboard will be generated for customization.
5. To change the dashboard's name, select the edit icon next to the current name, then select Save.
6. Select Customize to open the customization panel.
7. 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.
8. When you’re finished, select X to close the panel.

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