Meeting the evolving challenges of modern accounting
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
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
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.
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.
Delivering value through our accounting solutions
Through our 120-year history as a firm, we’ve challenged ourselves to deliver a unique, personalized service to our clients. Intapp has opened new possibilities — helping us to realize new ways to add value for our clients and interact more easily—by making the most of the technology, data, and knowledge we already have.
General Manager, William Buck Chartered Accountants & Advisors
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.
Resources for accounting providers
Total time management: the cornerstone of financial control
Learn how Intapp’s automated capture technology helps tax professionals and firm management—accelerating revenue by accurately recording time spent on each engagement.