How best-in-class deal and relationship management technology helps TAS teams win more business (and why solutions once considered the best CRM software for accounting firms can’t)

Transaction advisory services teams must demonstrate experience to win new clients. Even the best CRM software for accounting firms can’t highlight a firm’s track record, though — so to improve sales deal velocity and manage client relationships, firms should invest in deal ecosystem technology.

Buy vs. build: Top 5 factors to consider before implementing time tracking software for accountants

Is it more efficient for your accounting firm to buy off-the-shelf time tracking software for accountants, or to build a solution from scratch? Explore the pros and cons of both options and learn more about the top five factors to consider when selecting time sheet software for accountants.

Top 7 ways accounting and consulting firms can profit from risk management

Risk management in accounting and consulting can be a powerful tool for increasing your firm’s profitability. This article looks at how implementing rigorous business acceptance and continuance risk management processes helps your firm avoid costs and/or increase revenue.

The need for speed: Help your transaction advisory teams stay competitive in today’s fast-paced market (and discover why even the best CRM software for accounting isn't enough)

Even the best CRM software for accounting firms isn’t enough to support transaction advisory teams when managing client relationships in accounting. Here are three ways that DealCloud can empower your professionals to improve sales deal velocity and fuel’s your firm’s success.

Buy versus build: Factors to consider when selecting a document management system for your accounting firm

Reclaim your time: 5 ways your firm can prevent revenue leakage with time tracking software

Discover how you can work smarter — and increase profits — with time tracking software for accountants and consultants. Here are the top 5 ways inaccurate timekeeping leads to revenue leakage, or unintended loss of revenue.

Influx of new business gives accounting firms an opportunity to redesign risk management

An influx of new business has given accounting firms an opportunity to redesign their risk management processes and adopt defined processes that run the new business through thoughtfully chosen risk metrics.

Don't stop at Microsoft Teams: Take the next step in accounting and consulting firm software

Accounting and consulting firms that optimize Microsoft Teams and related Microsoft 365 tools increase their productivity, profitability, and success — and each incremental stage of evolution in accounting and consulting firm software brings further benefits.

How clients of accounting firms benefit from more precise time tracking

Precise time tracking for accountants is a key best practice. But when researching timekeeping products, accounting firms often forget to consider the most important stakeholder: their clients. Learn how the right timekeeping technology can provide the transparency and support your clients need.

Microsoft and Intapp: Document management for accountants

Document management systems for accounting firms are crucial for client success. Since most accounting firms already use Microsoft 365 apps, it only makes sense to leverage the platform to support document management for accountants. Intapp Documents can ease this process.

Apply a reliable, defined approach to risk management at your accounting firm

Does your accounting firm have a reliable process in place to evaluate new business opportunities and weigh the risks those opportunities present to the firm?

Embracing a changing market: Three ways transaction advisory teams can modernize and adapt to uncertainty

To modernize how they win and execute financial and other due diligence services in this changing market, transaction advisory teams need holistic views of their data, automation of manual tasks, and improved relationship intelligence.  

Top tech trends to consider when investing in document management software for accounting firms

Accounting firms need to invest in technology that will help them meet current industry trends. Here are the top trends you should consider when investing in document management software for accounting firms.

Why you should capture time for fixed fee engagements (and how advanced professional services time tracking software can help)

When teams fail to accurately capture their time fixed fee engagements, firms miss out on key data that can help them make better decisions around pricing in the future. Learn how advanced professional services time tracking software can help collect this crucial information.

Ease the busy season with automated professional services time tracking software

January marks the beginning of the busy season for professional services firms, and the last thing your teams want to do is spend even more time manually recording their hours and formatting their timesheets. Automated professional services time tracking software can help ease this process.

5 must-have features for professional services time tracking software

To remain profitable, strengthen your client relationships, and stay ahead of your competitors, your professional services firm must invest in automated tools to improve time tracking. Here are the top five features your professional services time tracking software should offer.

How accounting firms should leverage cloud-based collaboration tools during mergers and acquisitions

Accounting firms have seen a surge in M&A activity during the pandemic, and tools like Microsoft Teams have helped streamline the M&A process. Intapp Collaboration & Content adds a layer of professional services capabilities to Microsoft Teams to further support document management for accounting firms.

Top 5 change management tips for successful time accounting software adoption

Despite the benefits that modern timekeeping tools provide, many accounting firms are still behind in their time accounting software adoption process. Learn what steps to take to improve change management within your firm, and how Intapp Time can help.

3 ways to optimize Microsoft 365 to improve document management for accountants

Industry-specific document management systems are essential for accounting firms’ success. Microsoft 365 — a tool your firm probably already has — supports document management for your accountants, while Intapp Collaboration & Content optimizes it for their specific needs.

CRM for accountants: Why traditional CRMs fail to meet the needs of accounting firms

Generic CRM software often fails to meet the unique, industry-specific needs of accounting firms. Accounting firms need a scalable CRM for accountants that supports multidirectional relationships and a variety of service lines.

Improve your firm’s accounting document management

Recently, Intapp representatives attended the AIT U.K. Conference, where attendees from the accounting industry explored ways to improve accounting document management. Check out the highlights from the conference and discover how you can leverage Intapp and Microsoft 365 for document management.