
Accounting technology is evolving beyond reviewing clients one at a time. This article explores how Intuit Accountant Suite and RunSmart approach portfolio intelligence, and how RunSmart combines financial health, forecasting, scenario modeling, cross-client analysis, and conversational AI to help accounting firms identify which clients need attention, understand what may happen next, and model different outcomes across their client base.


Starting a business comes with plenty of opportunities to make costly mistakes. Learn eight common mistakes new small business owners make, from failing to plan ahead and overspending to underpricing and trying to do everything themselves, plus how StartSmart can help you build a stronger financial plan for one business completely free.














