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November 18, 2025 44 mins

This episode of the "On the Books" podcast celebrates its one-year anniversary and dives into the exciting launch of the Intuit Accountant Suite. Directors Karla Uribe and Jaclyn Anku join us to discuss the new firm-level product, which aims to be a single destination for all of your firm's work. Karla details how the suite was co-built with accountant feedback and introduces powerful features like Client Insights and enhanced user permissions. Additionally, Jaclyn deep-dives into the transformed ProAdvisor Program, which is now integrated directly into the Accountant Suite, offering new firm-based tiers, the CAS Foundations learning pathway, and a Training Manager experience to help leaders upskill their teams. The hosts also address the eventual sunset of QuickBooks Online Accountant (QBOA) and encourage firms to opt-in to the new suite today to take advantage of its free core features and future premium innovations. And stick around to the end of the episode for a special Happy Thanksgiving wish for you all. For full show notes, visist firmofthefuture.com

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