Podcast Episode Overview
Alicia sits down with Karla Uribe, Intuit’s Director of Product Management for the Accountant Segment, to unpack the vision behind Intuit Accountant Suite. They dig into the new Books Close and Client Insights features, how pricing and the ProPartner tiers will work, and what migrating from QBOA actually looks like in practice. Karla also addresses the AI skepticism accountants have voiced online and shares what she hopes the platform will mean for firms two years from now.
Creators & Guests
- Host – Alicia Katz Pollock, MAT
- Guest – Karla Uribe
Sponsors
Pilot – http://uqb.promo/pilot
Veltrix – http://uqb.promo/veltrix
Podcast Highlights
(00:00) – Welcome and Guest Intro
(01:15) – Karla Role and Motivation
(02:48) – Why Intuit Accountant Suite
(05:38) – Feedback Shaping Features
(09:52) – AI in QuickBooks Reality Check
(13:01) – Fitting IAS Into Tech Stacks
(16:48) – Multi Platform Vision
(18:43) – Switching From QBOA to IAS
(23:21) – New Features and Pricing Window
(25:10) – Books Close Overview
(26:13) – Books Close Workflow Details
(28:53) – Templates and Firm Standards
(31:42) – Co-Building With Accountants
(34:31) – Client Insights Pricing
(36:16) – Inside Client Insights Dashboard
(38:38) – Benchmarks And Niche Trends
(41:02) – Avoiding Dashboard Overload
(43:38) – From Compliance To Advisory
(45:22) – Real Anomaly Detection Story
(47:23) – Reliability Nail The Foundations
(49:56) – Staying Updated And Changelog Idea
(51:35) – AI Features That Change Firms
(54:14) – Lightning Round Favorites
(57:00) – Myths About Intuit Listening
(58:26) – Wrap Up And Whats Next
Links
- Intuit Connect ON: Firm of the Future
- https://www.firmofthefuture.com/
- Sign up for In The Know: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know/
- Intuit Connect Conference, Oct 26-28: https://www.intuit.com/intuitconnect/
- Dan & Alicia’s deep dive into Books Close and IAS: uqb.show/130
- Margie & Alicia pontificate about “ProAdvisor” vs. “ProPartner”: uqb.show/150
- 3rd Party App Exploration, Aug 12: http://royl.ws/3rdparty
- Intuit Enterprise Suite, Aug 19: http://royl.ws/intuit-enterprise-suite
- Battle of the Books – QBO vs. Xero, sponsored by Xero: https://xero.zoom.us/webinar/register/4717843154915/WN_jWTalQhPSka8DGL2mQerIA#/registration
- AI in QBO: http://royl.ws/AI
- Intuit Accountant Suite in Sept: http://royl.ws/IA
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This podcast is independently operated and is not affiliated with or endorsed by Intuit Inc. or QuickBooks®. Any references to Intuit and QuickBooks products are made solely for the purpose of discussing the topics related to the company and its software.
