AI powered software for accounting firms | Intapp

Software solutions for the accounting industry

Drive better outcomes for your accounting firm

Improve your firm’s operations, grow revenue, and provide your clients and professionals with management software built for the workflows of modern accounting firms.

Get fully configurable, AI-powered solutions that improve your risk and compliance processes, raise client satisfaction, and enhance collaboration and transparency.

Manage conflicts of interest and independence

Unlock the power of AI and centralized management for your accounting firm

Deal and relationship management

Create more opportunities and boost win rates while accelerating service delivery. Uncover insights into your firm’s collective relationship ecosystem, historic pursuits, and past engagements. Discover more deal opportunities and build more strategic client relationships.

Client onboarding and continuance

Accelerate client onboarding without sacrificing comprehensive risk assessments. Provide your team members with the data and centralized 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. And easily configure risk-based questionnaires, workflows, and scoring models.

Conflicts management

Quickly search, identify, resolve, and report on conflicts of interest and independence impairments — all from one centralized location. 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.

Personal independence

Efficiently ensure and demonstrate your employees’ compliance with firm policies and PCAOB independence requirements. Access a single, intuitive hub to disclose, monitor, and report on outside business interests. Speed up how your compliance team completes attestation workflows, links and monitors data from brokerages, and pre-clears investment and trading activity.

Microsoft 365 collaboration

Get more out of Microsoft’s AI capabilities. Intapp enhances Microsoft 365 to provide collaborative workspaces and data access controls designed for accounting firms. Enhance your environment to specifically support your firm’s unique workflows and processes.

Microsoft Copilot

Adopt Microsoft Copilot and ensure that the sensitive information your firm possesses is completely secured. Apply your firm’s business structure and security requirements to firm, client, and engagement data in Microsoft 365 and beyond.


Simplify timekeeping for tax and legal services professionals, and gain the insights you need to improve engagement resourcing and profitability. With Intapp Time, your firm can capture more billable time and collect greater details into staff utilization, progress, and work effort for each engagement.

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