Blog

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

March 9, 2022

Consultant Data Management: 8 Tips for Using Microsoft Teams to Collaborate Efficiently, Safely, and Effectively

Effective consultant data management requires a thoughtful, proactive approach to data integration; when engagement teams receive direct shared access to the data they need, they’re […]

January 25, 2022

Beth Cuzzone Joins Intapp as Global Practice Group Leader for Marketing and Business Development Solutions

Intapp is proud to announce that Beth Cuzzone has joined our team as Global Practice Group Leader focused on our marketing and business development solutions. […]

January 19, 2022

What We Learned at Intapp Connect20 — Intapp for Accounting & Consulting Track

From October 27 to 29, Intapp hosted Connect20, helping attendees learn more about how top professional services firms are adapting to the next normal, and […]

January 7, 2022

Accounting Today – Confessions of an Ex-Partner

Intapp’s president of accounting and consulting and chief strategy officer Mark Holman contributed an article to Accounting Today that shares three confessions from his 30-year […]

December 21, 2021

Intapp Introduces Next Generation Collaboration and Content Suite for Professional Services Firms

Intapp Collaboration & Content turns Microsoft Teams, SharePoint, and Outlook into intuitive, industry-specific collaboration and content hubs PALO ALTO, Calif. — December 21, 2021 — Intapp (NASDAQ: INTA), a […]

December 17, 2021

Using Technology to Reduce Firm Risk Exposure and Improve Outcomes for Accounting Firms

Jey Purushotham

Compliance Practice Group Lead

When an accounting firm considers new business, it must perform an evaluation of the client’s potential impact on the firm’s overall risk exposure. Instead of […]

November 30, 2021

Top Five Takeaways from AAM Emerge 2021: Reimagining the Client Experience

I had the pleasure of participating in the Emerge 2021 conference presented by the Association for Accounting Marketing (AAM). The event’s thoughtful combination of live […]

October 20, 2021

Benefits of Intapp Workspaces and Microsoft 365 integration

The COVID-19 pandemic forced many professional services firms to adopt a remote work environment and, consequentially, digital collaboration technology to support their distributed workforce. Although […]

October 20, 2021

Increasing Productivity in Accounting Firms Across the Client Lifecycle

To increase productivity in your accounting firm, bring your conflicts and acceptance process upstream into the marketing and business development and CRM process. This way, […]

September 23, 2021

Why Accurate Time Tracking for Accountants Is Crucial for Creating Growth

Accounting firms that improve accuracy and transparency in capturing and recording fee-earner time reap multiple benefits, all of which translate to real value. However, many firms bypass […]

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