Blog

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

Nigel Riley

General Manager, Compliance Solutions

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 […]

February 23, 2023

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

Nigel Riley

General Manager, Compliance Solutions

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? […]

February 18, 2023

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

Marc McNicholl

Managing Director

Your firm’s IT team must ensure it has the proper technology in place to successfully meet the firm’s goals as well as growing client expectations. […]

February 16, 2023

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

When an accounting or consulting firm takes on a fixed fee engagement, the professionals assigned to the engagement can often be reluctant to record their […]

February 6, 2023

New York Law Journal – Why savvy law firms are prioritizing risk-aware business development

Four Intapp experts combined their knowledge to address the intersection of risk management and business development in a New York Law Journal article. Lavinia Calvert, […]

January 25, 2023

Corporate Compliance Insights – Growing pains: mid-sized auditing firms are seeing an influx of new clients, but at what cost?

Jey Purushotham, Practice Group Leader in risk and compliance at Intapp, contributed an article to Corporate Compliance Insights on the key risk triggers mid-tier accounting […]

January 13, 2023

5 must-have features for professional services time tracking software

While many legal firms have adopted automated timekeeping technology with great success, other professional services firms lag behind their legal counterparts in terms of digital […]

January 9, 2023

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

Following a slowdown of mergers and acquisitions early in the COVID-19 pandemic, the number of M&A deals at certified public accountant (CPA) firms rebounded in […]

November 21, 2022

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

From invoices to contracts to tax returns, accounting firms are responsible for securing and properly governing thousands of documents — yet many firms struggle to […]

October 28, 2022

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

Today’s accounting clients seek a wide breadth of nonlinear, on-demand services. Unfortunately, traditional CRMs focus on linear, transactional buyer’s journeys rather than multidirectional, interdepartmental relationships. […]

October 25, 2022

Kreston Reeves selects Intapp Collaboration & Content for engagement-centric document management

New solution will simplify collaboration on Microsoft 365 and enhance firmwide knowledge management PALO ALTO, Calif.—October 25, 2022—Intapp (NASDAQ: INTA), a leading provider of cloud-based […]

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