• Accounting

    Meeting the evolving challenges of modern accounting

Major accounting firms worldwide trust us to help meet rising client expectations and stringent compliance requirements across their business operations and engagement processes. Discover how your firm can strengthen its client relationships and drive profits.

Global independence for global networks

Every accounting network must comply with well-established policies to ensure auditor independence. Properly managed independence processes are essential to retaining and attracting clients, and when coordinated will have a significant impact on network-wide profitability and pipeline development.

We provide the industry’s only dedicated global independence solution, purpose-built to solve the unique issues of global accounting networks and forged through decades of experience helping the world’s leading firms clear and manage conflicts.

Outcomes: Ensuring Global Independence

Solution: Intapp Global Independence

Products: Conflicts, Flow

Acceptance, continuance, and independence

Winning clients is tough; retaining them is tougher. This is especially true in the accounting industry, as ever-increasing competition and dwindling brand loyalty make it difficult to gain consistent customer attention.

Intapp enables collaborative, rapid, and automated acceptance, continuance, and independence-checking procedures that drive profitability and compliance. Strong processes reduce regulatory risk, help assess potential clients for profitability and strategic fit, and provide firm-wide capability to optimize revenue and growth opportunities.

Outcomes: Manage Risk and Compliance

Solution: Intapp Global Independence

Products: Intake, Conflicts

Time management for tax, audit, and advisory professionals

The fastest path to increased profitability is to fully utilize your human assets. Understanding the time your professionals spend on engagements is critical not just for billing, but for future pricing, resource allocation, fixed-fee engagement planning, and project management.

Intapp Time is the only enterprise-grade time capture and analysis product specifically designed for large accounting firms. It’s easy and intuitive enough for your front-line professionals, yet powerful enough to provide actionable insights to your business managers and CFO.

Outcomes: Deliver Services Efficiently, Maximize Realization, Drive Client Success

Products: Time

Current time keeping methods lead to unreliable and lost revenue. By leveraging Intapp’s automated time keeping solution, firms can worry less about leakage and more about maximizing revenue.

Win more deals in transaction and financial advisory practices

Professional services firms need a CRM solution designed for the complexities of their financial and transaction advisory practices. It’s difficult, if not impossible, to retrofit a generic CRM to manage the intricate relationships of successful advisors and to improve client experience. DealCloud, an Intapp CRM solution, provides the answer.

DealCloud is purpose-built to support your team’s success by leveraging institutional knowledge to find the right people, deliver the right message, pitch winnable deals, and drive market-leading outcomes for clients. Power your engagement execution with integrated AI and automated notifications to help you manage your many relationships encompassing clients, lenders, sponsors, bankers, and other parties. With native integrations to business workflow tools such as Microsoft Office, a modern and user-friendly interface, and mobile access from any device, DealCloud offers near-seamless adoption into your organization as it powers the end-to-end process for sourcing, execution, and other mission-critical activities around your engagements.

Solution: DealCloud

Delivering value through our accounting solutions

Time for Accounting Demo

Every firm wants to know the true cost of client engagements to make better pricing and personnel decisions. Now it’s finally possible. Firms can rely on our AI-powered, automated time-capture solution to capture accurate time data—and set informed pricing for fixed-fee engagements, improve project efficiencies, and maximize profitability.

Watch the demo to discover:

  • The intuitive automation that takes the guesswork out of timekeeping
  • How firms get a better understanding of effort and cost in a project
  • The powerful analytics and dashboards that enable pricing and staffing efficiencies

Discover the true cost of your engagements with Intapp Time.

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