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How Firm AI tackles the biggest challenges accounting and consulting firms face today

  • Tom Koehler

    Tom Koehler

    Global Managing Principal, Accounting and Consulting

This Q&A with Intapp’s Tom Koehler shares how Firm AI helps accounting and consulting firms address margin pressures, talent shortages, and other challenges.

  • Accounting
  • Consulting
  • + 4 more

How many days does your client acceptance process take from partner yes to signed engagement letter?

Count the days between partner approval and a signed engagement letter. See where accounting firms lose time in intake, conflicts, and independence checks.

  • Accounting
  • Intapp Conflicts
  • + 2 more

Microsoft Purview gets accounting firms partway to governed AI. What about the rest?  

  • Brad Teed

    Brad Teed

    Practice Group Leader - Intapp Collaboration
    Accounting & Consulting

Microsoft Purview protects and labels content, but AI also needs engagement-level access checks. See how Purview and Intapp work together.

  • Accounting
  • Consulting
  • + 2 more

Compliant collaboration: a maturity model for AI-ready professional firms

  • Colin Truesdale

    Colin Truesdale

    Senior Director, Global Practice Group Lead, Accounting & Consulting

Compliant collaboration is a four-stage maturity model: consolidate, secure, comply, then activate AI. See what accounting and consulting firms need first.

  • Accounting
  • Consulting
  • + 2 more

Stop buying AI features. Build the foundation.

Buying AI one tool at a time won't scale. See why a governed Firm AI foundation is what lets accounting firms scale, stay protected, and compete.

  • Accounting
  • Intapp Celeste

How Intapp + Microsoft enable trusted AI for professional services

Learn how Intapp Walls and Microsoft Purview close the AI governance gap at the engagement level — enabling professional services firms to scale trusted AI.

  • Accounting
  • Consulting
  • + 1 more

The strategic risk leader: Building the capabilities that will define the next decade

Leading firms are finding and developing leaders who can connect risk intelligence to business strategy, operate confidently in a data-driven environment, and govern the use of AI as a core firm function.

  • Accounting
  • Intapp Celeste
  • + 6 more

The full-portfolio view: How risk intelligence creates strategic advantage at scale

Leading firms are managing risk the way the best investors manage a portfolio — not holding by holding, but as a whole. See how your firm can benefit from portfolio-level risk management.

  • Accounting
  • Intapp Celeste
  • + 6 more

How to make the right CRM choice for accounting and consulting firms

Intapp DealCloud gives firms the relationship intelligence and deal automation to grow faster – without the manual effort of other CRMs.

  • Accounting
  • Consulting
  • + 1 more

Charting the path to strategic risk management: A maturity roadmap for accounting firm leaders

Advancing risk maturity isn't about spending more. It's about connecting what already exists across people, processes, and data. Learn how your firm can turn risk management into opportunity.

  • Accounting
  • Intapp Celeste
  • + 6 more

Why governed AI starts at the engagement level

AI governance in professional firms can't be centralized — it has to be embedded where the work happens. See how Intapp Walls governs AI at the engagement level.

  • Accounting
  • Consulting
  • + 1 more

Growth, redefined: What governed AI means for accounting and advisory firms

Accounting and advisory firms use governed AI to accelerate growth, streamline compliance, and build a compounding data advantage across the engagement lifecycle.

  • Accounting
  • Consulting
  • + 5 more