Intuit Connect 2026

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Accounting

  • Agentic chart of accounts cleanup
  • Accounting automation
  • Common sense accounting improvements
  • What this means for our firm

Advisory

  • Client context memory
  • Personalized advisory
  • Forward-looking scenario planning
  • Goal-driven advisory

AI Command Center

  • Evaluate AI workflow by workflow
  • Establish approval rules
  • Check the audit trail
  • Measure both time saved and accuracy

Books Close

  • Agentic Books Close
  • AI helps fix anomalies and reconciles
  • AI builds accrual schedules
  • AI creates monthly financials

Business Intelligence

  • Reports
  • Narrative builder
  • Planning and forecasting
  • Insights and benchmarks

Firm Operations

  • Firm Onboarding and Granular Permissions
  • Scale Your Firm with Agent Studio
  • Standardize Operations with Playbooks

Intuit ProConnect Tax

  • Review of profit-and-loss statement and balance sheets
  • Compare prior-year figures
  • Make adjustments
  • Map accounts to tax-form lines

Payments

  • From Proposal to Payment: AI Invoicing and Payments
  • Proposal to Paid: Invoice Templates

Payroll, Workforce, and Financials

  • Payroll’s top features
  • Connecting payroll with workforce management
  • Connecting people costs with financials

Platform Customization

  • Dimensional reporting and analytics
  • Playbooks: Repeatable setup templates
  • Custom Objects: Extending the data model

Two Suites, Two Roles, One Connected Platform

  • Intuit Accountant Suite: The firm’s workspace
  • Intuit Enterprise Suite: The client’s financial platform
  • How They Work Together: The outside accountant’s perspective
About Andersen CPA
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Established in 1984, Andersen CPA is a full-service accounting practice located in Woodland Hills, California. Our clients are nationwide.

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