Manage ProAdvisor training for your team in Intuit Accountant Suite

Learn how to assign ProAdvisor Academy courses to your team members, track their certifications, and manage learning deadlines directly within Intuit Accountant Suite. You can assign ProAdvisor Academy learning modules or full certification paths to your team. Whether you need to onboard a new hire or make sure your entire firm is recertified, you can manage it all from one dashboard.

Prerequisites

Only the following roles can access, assign, and manage ProAdvisor Academy courses and modules:

• Primary admin
• Company admin
• No firm access, account management only

Access the training dashboard

1. Sign in to Intuit Accountant Suite.
2. Select Team.
3. Select Manage training.

You'll see a list of all active users in your firm, with columns for Programs (Certifications) and Courses (individual modules).

Assign training to your team

You can assign training to individual users on their learning profile or bulk-assign to the entire firm.

To assign training individually:

1. In the Details column on the Manage training tab, select View for the appropriate team member.
2. Select Assign learning
3. Search for the specific Programs or Courses.
4. (Optional) Add a Due date for each training you want to assign.
5. Select Next.
6. Review the summary of enrollments to verify your selection.
7. Select Assign.

To assign training to multiple team members or your entire firm:

1. From the list on the Manage training tab, select the checkbox next to the appropriate team members. You can select users across multiple pages; the system remembers your selections as you browse the list.
2. Select Assign learnings.
3. Search for specific Programs or Courses.
4. (Optional) Add a Due date for each training you want to assign.
5. Select Next.
6. Review the summary of enrollments to verify your selection.
7. Select Assign.

Your team members will receive an alert in Notifications in Intuit Accountant Suite and ProAdvisor Academy.

Monitor progress and view details

To see a detailed breakdown for a specific team member:

1. From Manage details, locate the user in the list.
2. Select View in the Details column.

This opens the detailed user view where you can track:

• Certifications Earned: A summary of all completed credentials.
• CPE Credits: Shows the potential credits earnable for each module.
• Status: Tracks if a course is Not Started, In Progress, Completed, or Past Due.
• Time Spent: Tracks the time invested in each module.

Note: The email address shown here is the user's Auth ID (their system login). This may look different from the display email you set in the main Team tab.

Troubleshooting

I need to change a due date or update an assignment

1. Select the team member, and then select Assign learnings.
2. Re-select the Course or Program you previously assigned.
3. Choose the new Due Date and complete the assignment flow.
4. Refresh your page. The status will update to the new date.

I can’t see all my team members

By default, the list shows 10 rows per page. Use the pagination arrows at the bottom right to view more users.

I see “Completed Programs” but no “Completed Courses”

This is expected behavior if a user tested out of a certification exam without taking the individual course modules.

I assigned training to multiple team members, but one of them already completed it. Do they have to do it again?

No, if a user already completed the program or course you tried to assign them, they will not be assigned to retake it again.