Intuit

Intuit Inc. is a provider of financial management and compliance products and services tailored for consumers, small businesses, self-employed individuals, and accounting professionals across multiple regions, including North America and internationally. The company operates through three main segments: Small Business & Self-Employed, Consumer, and Strategic Partner. The Small Business & Self-Employed segment offers various QuickBooks solutions, encompassing online and desktop software, payroll services, and payment processing. The Consumer segment focuses on TurboTax for income tax preparation and personal finance management. Additionally, the Strategic Partner segment provides professional tax software such as Lacerte and ProSeries, along with electronic tax filing services. Intuit markets its products through diverse channels, including online platforms, retail stores, and mobile applications. Founded in 1983 and headquartered in Mountain View, California, Intuit has established a significant market presence, particularly in small-business accounting and tax-filing software.

Adam Coccari

Managing Director

Robbie Randall

Senior Partner Development Manager | National Accounts | Strategic Partnerships

Michael Vuong

Principal

Past deals in Accounting

CoinTracker

Series A in 2022
CoinTracker is a portfolio & tax manager for cryptocurrency. It automatically syncs transactions into one unified dashboard and helps users file their crypto taxes with the click of a button.

ChronoBooks

Acquisition in 2019
ChronoBooks is a cloud-based service provider based in the United States that caters to accountants and small to medium-sized businesses (SMBs). The company specializes in offering solutions that allow users to view and restore historical activity from QuickBooks Online. Its services include continuous backup, time-travel restoration, company copy, and local backup options, ensuring that clients can safeguard their financial data and easily recover it when necessary.

Exactor

Acquisition in 2017
Exactor is revolutionizing sales tax compliance by providing the next-generation, end-to-end solution for secure, reliable and accurate sales tax compliance efforts, including tax calculation, record keeping and tax processing. Exactor’s cloud based Software as a Service (SaaS) system introduces to sales tax compliance the same high standards and ease of use typically associated with payroll taxes. This allows you to focus on SALES, while Exactor deals with the TAX. Specialties

Acrede

Acquisition in 2014
Acrede HR & Payroll Solutions is a cloud-based BPO distributor that centralizes business processes into a single platform. It provides organizations with technology and services that enables them to effectively deal with the challenges of global workforce management and payroll delivery. The platform is fully operational on tablet and smartphone devices, as well as being browser neutral. Acrede HR & Payroll Solutions was founded in 2010 and it is located in the United Kingdom. The company was acquired by Intuit on December 10, 2014.

PaySuite

Acquisition in 2014
PaySuite specializes in providing business and financial management solutions tailored for small to medium-sized enterprises, consumers, and accounting professionals. The company has developed a cloud-based payroll software that streamlines payroll processes, making it easier for businesses to manage their payroll efficiently. By focusing on the needs of accountants and bookkeepers, PaySuite enables these professionals to offer improved services to their clients. Overall, PaySuite aims to simplify financial management through innovative software solutions that cater to the specific requirements of its target market.
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