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.
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.
Intapp’s strategic guidance and innovative expertise in the accounting market enables RSM US to focus on improving the firm’s overall efficiency.
Craig Butler, Senior Director of Audit Technology at RSM US, shares how Intapp’s strategic guidance and innovative expertise in the accounting market has enabled RSM to focus on improving the firm’s overall efficiency by using AI and machine learning, both of which are built in to the Intapp Professional Services Cloud.
RSM works with Intapp to drive growth through automation and increase their workflow efficiency to better serve their clients.
Craig Butler, Senior Director of Audit Technology at RSM US, shares how working with Intapp has enabled RSM to drive growth through automation which has increased their workflow efficiency allowing them to better serve their clients.
Win more business, strengthen relationships, and build your brand
Professional services firms need a full-fledged solution to help them manage their marketing activities, build stronger client relationships, enhance firm reputation, and win new engagements. It’s difficult, if not impossible, to retrofit a generic CRM to manage the intricate relationships that underpin all acccounting firms. OnePlace for Marketing provides the answer.
OnePlace for Marketing 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. You’ll power your engagement execution with integrated AI and automated notifications to help you manage your many relationships, identify exactly the right experts to win and support strategic work, and build your firm’s reputation while managing events, campaigns, and myriad other marketing activities.
Solutions: OnePlace for Marketing
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
Global Independence Brief
For global accounting networks, the future of conflicts management and independence is a single, searchable set of data paired with automation to not only ensure compliance, but also serve as a foundation for firm growth.
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.