Karla Uribe, Intuit’s Director of Product Management, IAS
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.
LINKS
Sponsors:
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix
Intuit Accountants - http://uqb.promo/intuit
Pilot - http://uqb.promo/pilot
Veltrix - http://uqb.promo/veltrix
- (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
Alicia’s upcoming classes:
- 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/IAS
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Creators and Guests
Host
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at learn.royalwise.com is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
