The journey of an accounting engagement

Compliant growth for accounting

Grow your firm without the growing pains

Streamline every step of the engagement journey so your teams can take on more business without adding headcount or exposure.

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Scale your firm without losing oversight

Slow engagement acceptance frustrates partners, puts opportunities at risk, and strains client relationships. Meanwhile, manual processes make it harder to prove to regulators how critical decisions were made.

Intapp connects intake, conflicts, and personal independence in one compliance fabric, helping your firm move faster while maintaining control. Accept engagements faster, scale without adding headcount, and defend every decision with confidence.

Turn compliance into a growth advantage

Intake

Accelerate client acceptance by creating intake requests automatically

When you receive an email about a new client, ask Intapp Celeste to create an intake request.
Celeste pulls the relevant details from the email and writes the request.
Click the request to review details and send to conflicts.

Conflicts

Identify potential conflicts faster with conflicts search

Review a summary or detailed information about the request.
Celeste builds the strategy, runs the search, and flags potential conflicts for review.

Review

Maintain control over reviews and decision-making.

Review potential issues in the Results panel.
Mark which potential conflicts are issues and which aren’t.
Once conflicts are cleared, decide whether to accept the engagement. Find all engagements, active and completed, in one place.

Infographic

Navigate every turn of the engagement lifecycle

See how Intapp Celeste keeps your experts in the driver’s seat, from sourcing to profitability, with governance built in at every stage.

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38% more monthly acceptances at BDO Canada with Intapp

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See how your accounting firm can accept more business, faster, without increasing risk.