LAS VEGAS — Oct. 28, 2025 — LAS VEGAS — Oct. 28, 2025 — I sat down with Intuit’s Ted Callahan to discuss the new Intuit Accountant Suite—not just what it does, but how it fits Intuit’s multi-year plan and what it means for firms, especially long-time members of the QuickBooks ProAdvisor Program.
After our conversation and a review of Intuit’s Investor Day materials, here’s my take: Intuit is building a firm-level control plane on top of a unified data platform to support firms serving mid-market clients. It’s betting that agentic workflows—what Intuit calls Intuit Intelligence—will shift firm operations from doing the work to directing the work.
Intuit’s Investor Day last month set the tone: AI is now the backbone that ties QuickBooks, Payroll, Payments, Mailchimp, and the new Enterprise Suite together. The goal is to replace a constellation of point apps with one connected system that can answer questions, complete tasks, and surface insights in context of the work. Intuit Accountant Suite becomes the command center across all Intuit applications a firm uses.
Ted described the firm-side manifestation of that strategy in plain terms: “We now have what we call a firm console… you can set top metrics across all clients and drill in,’ and the monthly close is laid out in templated steps—information gathering, categorization, reconciliation—so teams aren’t bouncing between tools and spreadsheets.”
Ted Callahan, Accountant Leader at Intuit, addresses attendees at Intuit Connect in Las Vegas, NV | Source: Intuit
Ted was clear about the target: “We’re solving for the needs of small firms and medium and then up to what I would say large firms—up to 100 practitioners… The Accountant Suite is aimed to grow with firms as they’re growing with mid-market businesses.”
Positioning-wise, Intuit Accountant Suite is more than a convenience layer for QuickBooks Online Accountant (QBOA). It’s a bridge from small-business client advisory services (CAS) into multi-entity, mid-market work—effectively sitting between QuickBooks and Enterprise Suite. The aim is to keep small and midsize business (SMB) engagements efficient while adding leverage and connectivity as clients approach ERP territory.
Intuit is clearly focused on the mid-market, and that will land differently for ProAdvisors who still center on SMB work. The strategy and value behind Intuit Accountant Suite is apparent: keeping growing clients in Intuit’s ecosystem lets us move into higher-value advisory without changing platforms. What’s less clear is how Intuit will support partners that serve small businesses while it also competes for those engagements through QuickBooks Live.
At launch, Intuit Accountant Suite consolidates client access and introduces role-based permissions, unique client IDs, a Books Close at Scale (beta), and AI-powered Client Insights (beta). Ted emphasized that the legacy “realm” baggage is gone, performance is modernized, and the firm console brings client-level signals into an executive view for owners and team leads.
The roadmap is where the strategy fully shows: capacity planning, anomaly detection, richer client collaboration (document sharing, integrated web-conferencing, scheduling, and AI notes), and Books-to-Tax connections into ProConnect. If those pieces land, firms can start retiring some of the “glue” apps we’ve stitched together for tasking, dashboards, and file exchange.
In our discussion, Ted also pointed to early pilot signals: some firms are seeing support ratios double as automation takes hold in the standardized close. That’s anecdotal, but consistent with the broader shift from manual execution to agent-assisted completion.
Naturally, we talked about pricing. Many firm owners want to know where the no-cost tier ends and where paid tiers begin. Ted framed it as pricing to value: “People value what they pay for… We don’t want pricing to prevent anyone from getting the benefits.”
The near-term read: expect an entry tier at no charge while Intuit validates usage and outcomes, with paid tiers tied to higher-order capabilities (for example, firm-wide anomaly detection, deeper Books-to-Tax workflows, and advanced insights). That aligns with Investor Day’s theme that AI is embedded into the platform and monetized based on realized value.
How to try it: From your QBOA dashboard, select New: Intuit Accountant Suite and choose a plan (Core or Accelerate). Both are currently available at no charge during the introductory period. Intuit has not finalized pricing for Accelerate and indicates you can move between tiers—or revert to QBOA—during evaluation.
In the near term, Intuit Accountant Suite gives us a credible path to standardize and scale the month-end close. Below are some steps you can take now to test in your firm before busy season arrives.
I’m excited to dig into these new training courses, which are largely focused on understanding and implementing AI in your practice. The training itself is a huge benefit for firms, but coupled with these new AI-native innovations, they could be how we turn a platform change into measurable gains: fewer days to close, fewer review loops, and clearer accountability.
Longer term, the bet is that agentic work—classification, reconciliations, variance flagging, even initiating tasks like payroll—moves from human-run to human-directed. That unlocks different economics. If capacity planning and anomaly detection land as promised, we can set firmer SLAs, productize more of our CAS deliverables, and reassign staff time toward analysis and client communications.
As agentic features roll out, firms should evaluate how approvals, activity history, and error recovery are handled. Building those checks into a pilot plan will help align the tool with existing SOPs and provide clarity on efficiency gains.
I’m encouraged by the coherence between what I heard from Ted and what Intuit laid out at Investor Day. The firm console may look like just another dashboard today, but with the roadmap in place, it signals that the firm is the unit of design. The templated close is a practical path to standardize work at scale. And Intuit Intelligence is the mechanism that could make the system feel less like a bundle of features and more like a partner that can carry load.
This article was written with the assistance of AI.