Deal and relationship management solutions for accounting firms

Deal and relationship management for accounting firms

Accelerate growth with a platform built for accounting firms

Create and discover more deal opportunities. Boost win rates while accelerating service delivery. Build more strategic client relationships. And uncover insights into your firm’s collective relationship ecosystem, historic pursuits, and past engagements. Support your professionals’ best work with Intapp DealCloud — a platform built for accounting firms like yours.

Improve win rates with a holistic view of your team, deal and relationship insights, and the market

Unify deal and relationship management with Intapp DealCloud for accounting

Drive strategic growth

Uncover firmwide relationship, practice, and sector intelligence to build strategic client development plans that promote growth.

Engage clients more effectively

Monitor contact engagement at the firm, service line, and partner level to track progress and focus on what’s working.

Empower marketing initiatives

Bring market and firm information together to quickly identify opportunity areas and align marketing activities.

Simplify deal and relationship management tasks

Relationship management

Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.

Marketing integration

Track the ROI of your campaigns and events to align your marketing planning and priorities.

Business development

Track opportunities, build stronger pitches, and stay aligned throughout deal pursuits. 

Pipeline management

Analyze active pursuits and market trends to drive pipeline and win more deals. 

Deal execution and collaboration

Gain a comprehensive and detailed view of team capacity and progress.  

Firm knowledge and strategy

Maintain a single source of truth to simplify and automate knowledge sharing across teams. 

Boost team collaboration and improve business outcomes with centralized deal and relationship management

Optimized relationship intelligence

Gain meaningful insights through automated relationship scoring and intelligence reporting to inform future decisions.

Automated workflows, notifications, and reports

Stay on top of all deals with automated task workflows, notifications, and AI-generated signals.

Third-party data integrations

Improve proprietary contact and company data with third-party data sources via DataCortex.

AI summaries and recommendations

Make better-informed decisions faster by reviewing AI-generated deal summaries and using AI recommendations that integrate firm and market intelligence.

Powerful reporting and analytics

Inform deal decision-making by visualizing real-time insights and viewing ad hoc and templated reports.

Zero-entry automation

Improve process management and drive deal execution with automated data capture.

Intapp DealCloud data integrations

Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.

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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 Applied AI

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

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