Jason On Firms Podcast 434 My Firm Stopped Using Intuit Products - Here's What Happened Next
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Mar 24, 2025 An accounting firm shares its journey of moving away from Intuit products, revealing unexpected challenges and valuable insights. They discuss how Intuit's shift toward a consumer-driven model affects tax professionals and the competitive landscape. After switching to Xero, the firm discovers clients were largely indifferent to the software change, leading to a transformation in their service delivery and empowering them to take a leadership role in enhancing client practices.
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Intuit Exodus
- In 2019, Jason Staats' firm, reliant on Intuit products, questioned their dependence after Intuit's legal issues and the launch of QuickBooks Live Bookkeeping.
- This prompted a transition away from Intuit, leading to unexpected discoveries and a shift in firm operations.
Client Indifference
- Clients often don't care about specific software used if their needs are met.
- This realization allowed Jason Staats' firm to prioritize client service over software brand loyalty.
Software Familiarity
- Staff often develop strong preferences for specific platforms due to familiarity.
- However, this preference is often based on muscle memory and not necessarily on objective superiority.