Live webinar · First look at Method AI
AI-built client workflows: your firm’s next revenue line
See how Method AI builds client workflows on QuickBooks, and how the Method Partner Program pays your firm for it.
Tuesday, September 22, 2026
3:00 p.m. ET
45 minutes + live Q&A
Method extends QuickBooks into a full operational system, replacing spreadsheets and generic CRMs your clients run their businesses on. This session is a ground-up introduction for firms new to Method, with a live demo and a first look at Method AI.
✓What Method does for you and your clients
✓Live product demo
✓Method AI preview
✓Partner program info
✓Live Q&A
✓Client industries Method fits best
Presenters
Errol Elumir
Sr. Product Education Specialist
Mike Melo
Staff Product Manager
Sylvia Antonowicz
Manager, Partner Marketing
Save your seat
Tuesday, September 22, 2026 · 3:00 p.m. ET
45 minutes + live Q&A
Can’t attend live? Register anyway to get the recording emailed to you.
18k+
Users trust us
2M+
Estimates created
100+
Active partners to network with
What you’ll learn
✓
How the Method Partner Program pays your firm, through referral commissions and your own implementation and service fees
✓
How Method AI builds a custom client workflow from a plain-language description, no code required
✓
How Method replaces spreadsheets and generic CRMs with client-ready workflows
✓
How to run quote-to-cash, invoicing, payments, scheduling, and work orders in one place
Who should attend
Designed for large advisory and accounting firms not yet on Method.
Partners & practice leaders
Owners and leaders shaping what the firm recommends.
Technology & innovation leaders
Anyone evaluating the app stack clients run on.
Client Accounting Services (CAS) leaders
Teams delivering advisory and back-office work at scale.
Frequently asked questions
I’m not familiar with Method, will this still make sense?
Yes. This session is built specifically for firms who don’t know Method yet; we start with the basics before covering what’s new and upcoming.
Do I have to apply to the Partner program to attend?
No. This webinar is a first introduction; applying to the Partner program is one possible next step, not a requirement to attend.
What if I’m attending Intuit Connect this year?
Great, we’ll invite you to meet the Method team in person, October 26 to 28, at the ARIA Resort & Casino in Las Vegas.
Register now
Live webinar: Tuesday, September 22, 2026 · 3:00 p.m. ET
Can’t attend live? Register anyway to get the recording emailed to you.