Compliance software for the accounting industry

Strengthen your risk and compliance processes with AI-powered, cloud-based solutions built for accounting

With Intapp’s suite of compliance software products — Intapp Intake, Intapp Conflicts, and Intapp Employee Compliance — your accounting firm gains centralized, digital management, customizable workflows, and AI that saves you time while preventing you from overlooking critical information.

Intapp Intake: Accelerate client onboarding without sacrificing comprehensive risk assessments

  • Give your team members the centralized data and access they need to make faster risk-informed acceptance and continuance decisions.
  • Quickly find information by integrating data between your firm’s systems and trusted third parties.
  • Easily configure risk-based questionnaires, workflows, and scoring models.

Intapp Conflicts: Discover and address conflicts of interest and independence impairments

  • Quickly search, identify, resolve, and report on conflicts of interest and independence impairments — all from a single hub.
  • Search and analyze potential issues with consolidated information from your firm’s systems and trusted third-party sources.
  • Save time on each assessment using AI to quickly identify and escalate potential conflicts and independence issues.

Intapp Employee Compliance: Simplify compliance management while ensuring compliance

  • Ensure and demonstrate your employees’ compliance with firm policies, Public Company Accounting Oversight Board (PCAOB) independence requirements, and other regulatory requirements.
  • Assign compliance tasks, procedures, and questions directly to individuals within your organization all within a cloud-based platform.
  • Support timely action and approvals with fully configurable workflows and notifications.
  • Create customized compliance audits by filtering data as broadly or narrowly as needed and sending personalized reports to the appropriate people or teams.

A proven industry leader

Intapp is a leading global provider of software for more than 2,550 professional and financial services firms.

15
top 20 accounting firms
2.55k+
client firms worldwide

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