SeminarOnline

Intuit Accountant Suite: The Firm Operating System Webinar

Still losing time to disconnected systems? Learn how Intuit Accountant Suite (IAS) helps firms streamline client management, workflows, AI insights, and governance in one platform. This practical webinar covers IAS setup, workflow optimization, AI tools, and Books to Tax integration for U.S. and...

DatesSep 3, 2026 (Eastern Time)
CPE CreditsUp to 4
Instructor Atiba Lewis
📅 Add to calendar: Apple/Outlook · Google · Outlook Web

Presented in partnership with K2 Canada.

On the agenda

1 session across 1 day, taught by Atiba Lewis — see the full agenda ↓

About this event

Still losing time to disconnected systems? Learn how Intuit Accountant Suite (IAS) helps firms streamline client management, workflows, AI insights, and governance in one platform. This practical webinar covers IAS setup, workflow optimization, AI tools, and Books to Tax integration for U.S. and Canadian firms. Leave with: -30-Day Activation Plan -Configuration Checklist -SOP Templates Outcome: A practical framework to run a more efficient, integrated firm.

Agenda

Select a day, then a class, for full details.

Day 1 Thursday, September 3, 2026 1 session
Intuit Accountant Suite: The Firm Operating System (EN) 12:00 – 4:00 PM · Atiba Lewis · 4 credits

Most accounting firms today have solved the cloud migration problem. What they have not solved is what came next: a fragmented tech stack where the average team member loses nearly six hours per week switching between disconnected tools, re-keying data, and hunting for client status across four different platforms. The move to the cloud was supposed to simplify things. For many firms, it made things more complex. Intuit Accountant Suite (IAS) is Intuit’s answer to that problem, not a rebrand of QuickBooks Online Accountant, but a rebuilt firm operating system that consolidates client management, close workflows, AI-powered insights, and team governance into a single environment. The opportunity is significant for any firm running a QBO-centric practice. But the degree to which a firm actually captures that opportunity is almost entirely a function of how well the platform is set up...

AL Taught by Atiba Lewis
Computer Software and Applications4 CPE credits

Co-sponsored with your state society

Similar events — see how comparable events rate

$150
Register

Course details

Upcoming dates

Loading…