Deal and relationship management for accounting firms
Accelerate growth with a platform built for accounting firms
Intapp accounting solutions
Solutions for accounting firms
Solutions for service lines
Create and discover more deal opportunities. Boost win rates while accelerating service delivery. Build more strategic client relationships. And uncover insights into your firm’s collective relationship ecosystem, historic pursuits, and past engagements. Support your professionals’ best work with Intapp DealCloud — a platform built for accounting firms like yours.
Unify deal and relationship management with Intapp DealCloud for accounting
Uncover more opportunities and increase team capacity for more deals.
Drive strategic growth
Uncover firmwide relationship, practice, and sector intelligence to build strategic client development plans that promote growth.
Engage clients more effectively
Monitor contact engagement at the firm, service line, and partner level to track progress and focus on what’s working.
Empower marketing initiatives
Bring market and firm information together to quickly identify opportunity areas and align marketing activities.
Simplify deal and relationship management tasks
Relationship management
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Marketing integration
Track the ROI of your campaigns and events to align your marketing planning and priorities.
Business development
Track opportunities, build stronger pitches, and stay aligned throughout deal pursuits.
Pipeline management
Analyze active pursuits and market trends to drive pipeline and win more deals.
Deal execution and collaboration
Gain a comprehensive and detailed view of team capacity and progress.
Firm knowledge and strategy
Maintain a single source of truth to simplify and automate knowledge sharing across teams.
Leading accounting firms rely on Intapp DealCloud for deal and relationship management
Boost team collaboration and improve business outcomes with centralized deal and relationship management
Optimized relationship intelligence
Gain meaningful insights through automated relationship scoring and intelligence reporting to inform future decisions.
Automated workflows, notifications, and reports
Stay on top of all deals with automated task workflows, notifications, and AI-generated signals.
Third-party data integrations
Improve proprietary contact and company data with third-party data sources via DataCortex.
AI summaries and recommendations
Make better-informed decisions faster by reviewing AI-generated deal summaries and using AI recommendations that integrate firm and market intelligence.
Powerful reporting and analytics
Inform deal decision-making by visualizing real-time insights and viewing ad hoc and templated reports.
Zero-entry automation
Improve process management and drive deal execution with automated data capture.
Intapp DealCloud data integrations
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Learn more about Intapp DealCloud
News
DealCloud wins 2023 CRM Excellence Award from TMC
DealCloud chosen for its ability to cover the entire enterprise and lifetime of the client relations...
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Blog Posts
3 ways DealCloud supports Activator behaviors
According to a global research study of nearly 1,800 partners in professional and financial services...
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Webinar
Relationship management for sponsor coverage
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