Now, you can set up playbooks within Intuit Accountant Suite for various types or verticals of clients to standardize company settings, chart of accounts, accounting policies, books close settings, custom fields, and user access groups.
These ‘playbooks’ are designed to help accountants and bookkeepers streamline their workflow within Intuit Accountant Suite. They provide step-by-step guidance and best practices for managing client accounts, automating tasks, and improving efficiency. In addition to the areas mentioned above, playbooks can cover areas like client onboarding and setup, workflow automation and reminders, transaction categorization and reconciliation, payroll processing and compliance, reporting, and tax preparation. Click here to read the rest of the story.
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