Blog

January 9, 2024

Intapp Collaboration & Content: How a firm collaboration tool enhances modern accounting work

Brendan Ridge

VP, Practice Group Leader - Collaboration

Many accounting firms are still supporting hybrid schedules and distributed workforces. To enable modern ways of working, firms require digital firm collaboration tools that can […]

January 5, 2024

The top benefits of collaboration software for accounting and consulting firms

Brendan Ridge

VP, Practice Group Leader - Collaboration

Intapp Workspaces helps accounting and consulting firms transition to modern ways of working. By using this advanced firm collaboration tool, your professionals can better manage Microsoft Teams governance, workspace provisioning, […]

December 20, 2023

The top 3 compliance and security features your accounting firm needs to stay compliant with PCAOB auditing standards

Jey Purushotham

Compliance Practice Group Lead

With the PCOAB’s renewed focus on auditing standards, it’s more crucial than ever that your accounting firm stays compliant with existing and evolving financial regulations. […]

December 11, 2023

How leveraging relationship intelligence can help M&A teams win deals

In the accounting industry, relationships are the starting point for nearly every successful business deal. The connections your firm’s deal professionals build with clients and […]

November 13, 2023

Accounting Today – Staying ahead of independence and conflicts problems

Sebastian Hartmann, Intapp’s Vice President of Alliances, and Jey Purushotham, Intapp’s Risk & Compliance Practice Group Leader, contributed an article to Accounting Today. In it […]

October 4, 2023

PCAOB auditing standards and change management

Since its creation in 2002, the Public Company Accounting Oversight Board (PCAOB) has regulated and monitored accounting firms’ audits of public companies to protect the […]

September 6, 2023

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)

To win more deals and grow their business, transaction advisory services (TAS) teams need to successfully highlight their detailed experience to prospective and existing clients. […]

June 21, 2023

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

To remain competitive and keep up with growing client expectations, it’s essential for accounting firms to implement advanced time tracking software for accountants. Not only […]

June 20, 2023

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

Your accounting or consulting firm’s business acceptance and continuance processes do not solely fulfill a necessary risk management step; when handled effectively, risk management in […]

June 6, 2023

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

In business, there’s no doubt that time is money, which is why accountants and consultants should record every minute of their billable and non-billable work […]

May 30, 2023

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)

Joe Pensa

Director, Practice Group Leader - DealCloud

As dealmakers navigate today’s challenging environment, financial due diligence has become more important than ever. At critical stages of a deal, potential buyers rely heavily […]

May 26, 2023

Top 5 change management tips for successful time accounting software adoption

Modern timekeeping tools help accounting firms address critical needs, including accurately capturing work efforts, preventing leakage, and providing key insights so firm professionals and partners […]

May 26, 2023

Improve your firm’s accounting document management

Improve data security and governance Make the most of your Microsoft 365 investment Avoid problems around implementation and cost

May 26, 2023

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

Although the economic uncertainty of 2022 is expected to continue throughout 2023, the outlook for private equity remains generally positive, with last year ending as […]

May 26, 2023

Microsoft and Intapp: Document management for accountants

Support document management for accountants with Microsoft 365 Organized document management systems (DMSs) for accounting firms are necessary for facilitating relationship management, improving decision-making, and […]

May 26, 2023

More precise time tracking benefits accounting firm clients

Accurate time tracking for accountants is a critical, yet often overlooked, best practice that can help firms prevent employee burnout, gain key insights, and make […]

May 24, 2023

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

Most generic, industry-agnostic document management systems for accounting firms don’t address the many unique needs of both certified public accountants (CPAs) and their clients. For […]

April 12, 2023

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

The Big Four, long auditors of the world’s largest public companies, have been busy shedding the bottom 10–20 percent of audit clients (by revenue) to […]

April 3, 2023

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

Most accounting and consulting firms embraced the cloud and Microsoft Teams during the pandemic, allowing their staff to collaborate remotely. But if your firm’s efforts […]

March 21, 2023

Fulfilling the promise of CRM

Transcript: The promise of CRM has always been that no matter who you are at your company, you can have a very full 360-degree view […]

Blog

Filter by: