Independence management for PE-backed accounting firms

Intapp compliance solutions

AI-powered independence management for PE-backed accounting firms

Automate compliance management to accelerate growth

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With intensifying scrutiny from the Public Company Accounting Oversight Boards (PCAOB) and the Securities and Exchange Commission (SEC), independence and compliance risks are greater than ever — and violations can result in millions in losses and reputational damage.

Replace your risk-prone, manual intake processes with AI-powered solutions built for private equity-backed accounting firms. Acquire clients faster while managing independence requirements across portfolio companies and related entities.

Accelerate PE-backed growth while mitigating regulatory risks

Grow your firm faster without regulatory risk

Accelerate client onboarding

Start new engagements faster with
AI-powered acceptance and independence workflows.

Prevent compliance violations

Mitigate regulatory and financial risks with intelligent conflicts reviews, risk monitoring, and audit trails.

Navigate PE-related complexity

Compliantly handle M&A scenarios with smart conflict detection across portfolio companies and acquisition targets.

Focus more on value-driven work

By centralizing back-office functions, including conflicts and independence, we’re creating efficiencies that enable growth — while letting professionals focus on the accounting work they’re best at.

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Jake Sloane
Co-Founder
Crete Professionals Alliance (Crete PA)

Streamline your firm's compliance operations

AI-enhanced efficiency

Scale compliance as your firm grows with AI-assisted conflicts reviews and persona-driven onboarding request summaries.

Client onboarding and continuance

Accelerate decision-making around client acceptance and continuance with integrated third-party and firm data, plus configurable risk-based questionnaires and workflows.

Conflicts management

Identify and address potential conflicts across your firm’s client base, PE portfolio relationships, and partner and employee outside business interests.

Personal independence

Ensure all employees comply with PCAOB requirements via a single hub for disclosure, monitoring, and reporting — and streamline workflows for attestation and investment pre-clearance.

Solutions built for complex PE portfolio relationships

Intapp Intake

Onboard the right business faster using risk-based questionnaires, dynamic workflows, and data integrations.

Intapp Conflicts

Identify and clear conflicts across all client and engagement data, and navigate portfolio relationships and third-party data connections with easily searchable corporate trees.

Intapp Employee Compliance

Meet growing personal independence requirements by automatically capturing investment information, monitoring trading activity, and collecting periodic certifications.

Schedule a demo

Speak with an accounting expert

Fill out the form to learn how Intapp compliance solutions can help your PE-backed accounting firm accelerate growth without regulatory risk.