Business acceptance and continuance solution for accounting firms

Accelerate risk-informed acceptance and continuance decisions

Speed up client onboarding — without sacrificing comprehensive risk assessments. With Intapp Intake, your team members get centralized access to the data they need, so they can make risk-informed acceptance and continuance decisions faster. Simplify the work with data integrations between your firm systems and trusted third parties. Easily configure risk-based questionnaires, workflows, and scoring models. And gain all the risk data your teams need — automatically collected, all in one place.

Make your acceptance and continuance processes more comprehensive and scalable

Onboard new clients faster with Intapp Intake

Consistent, informed decisions

Unify data and processes for more informed decision-making.

Simplified risk processes

Automate data-driven procedures for faster risk assessments.

Clearer risk landscape

Gain a more comprehensive view of the firm’s risk while freeing up your partners’ time.

Now our professionals can focus on serving our clients

Intapp allows us to make great strides in automating the client lifecycle. … Now our professionals can focus on what we’re paying them to focus on: serving our clients.

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Craig Butler
Senior Director of Assurance Technology
RSM U.S.

Accelerate onboarding. Maintain accurate risk processes. Win new business.

Onboarding process automation

Design better processes with dynamic workflows, forms, and approval routing.

Independence tracking

Easily tag, track, and identify audit clients and corresponding independence requirements.

Engagement letter generation

Enforce firm policies through the automated creation and collection of engagement letters.

Monitoring and alerting

Automate maintenance and due diligence processes based on changes to client, engagement, and party data.

Intapp Intake data integrations

Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.

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Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Intapp Cloud Infrastructure

Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.

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Intapp Data Architecture

Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.

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Intapp Applied AI

Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.

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Ask AI for answers — and get near-instant results — using everyday language.
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