Blog

February 23, 2023

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? […]

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 […]

October 14, 2022

Key takeaways from the 2022 Boomer Marketing and Business Development Circle

I recently had the pleasure attending the 2022 Boomer Marketing and Business Development Circle, a two-day conference where marketing and business development leaders in the […]

September 14, 2022

Promoting secure collaboration with cloud-based technology: Key takeaways from the 2022 Boomer Technology Circle Summit

From August 14 to August 17, Boomer Consulting held the 2022 Boomer Technology Circles (BTC) Summit, an annual event that brings together firm management, IT […]

August 23, 2022

Bloomberg Tax – What accounting firms can learn from law firms about timekeeping

Timekeeping is necessary in both the accounting and law industries, but the way it’s handled differs. If accounting firms took note from law firms on […]

July 11, 2022

Increasing your personal productivity with time management software

Time is every professional services firm’s most valuable asset — yet too many firms fail to properly manage or track this critical resource. To add […]

July 7, 2022

Moore ELEVATE 2022: Face the future with accounting firm management software and innovative best practices

The accounting industry is changing drastically, and firms are confronted with a challenging and evolving business and regulatory landscape. During ELEVATE: The Moore North America […]

June 13, 2022

Intapp acquires Billstream from Wilson Allen

Next-gen prebilling automation and workflow enhances Intapp Operations & Finance Suite, creating a complete work-to-bill solution for professional services firms PALO ALTO, Calif. — June 13, […]

June 10, 2022

Carrots and sticks: Encouraging top partners to adopt consulting CRM software

Joe Pensa

Director, Practice Group Leader - DealCloud

During conversations with consulting clients, we’re often asked, “How can we get our partners to use consulting CRM software?” After all, it’s not always easy […]

April 29, 2022

Streamline your firm’s AML compliance with Intapp Intake

Anti-money laundering (AML) compliance and client due diligence (CDD) requirements are increasing rapidly, creating new challenges for risk and compliance professionals around the world. In […]

April 18, 2022

Eat lunch not hours: Automated time tracking for accountants

Far too often, accounting firm professionals record fewer hours than they’ve actually worked. Sometimes they simply forget to log hours here or there; other times, […]

March 21, 2022

What Automated Time Management Software and Fitness Trackers Have in Common

Minimize Data Capture Pain Stop Sacrificing on Time Data Automate Your Firm’s Time Tracking

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