It isn’t always easy to convince firm partners to adopt consulting CRM software. Employing a combination of carrots and sticks can help move the adoption process along.

Anti-money laundering (AML) compliance and client due diligence (CDD) requirements are evolving rapidly. Leading firms use AI- and cloud-enabled technology like Intapp Intake to streamline new business acceptance, create strong CDD and AML processes, reduce firm risk, and demonstrate compliance.

Missing or forgotten time entries from accountants lead to unacceptable revenue leakage. Deploying time management software can provide real-time, accurate time data that addresses this challenge and increases billable time.

Professionals use time-tracking tools just like many of us use fitness trackers. Using automated time management software relieves them from the burden of manual time entry to focus on client services delivery.

Effective consultant data management relies on solid data integration capabilities — including third-party data integration — to implement single-source-of-truth data management protocols. Using Microsoft Teams and Intapp Collaboration & Content, teams can collaborate efficiently and securely.

Professional services industry leaders gather for Intapp Connect to talk about the accelerated technological transformation as a result of the global pandemic.

Manual client risk management can increase firm risk exposure. Implement client acceptance and continuance technology to lower risk.

The Association for Accounting Marketing (AAM) Emerge 2021 conference covered a wide range of topics, including the ways in which the client experience and CRM for accounting firms are evolving. Read our top five takeaways from the event.

Learn how Intapp Workspaces and its Microsoft 365 integration capabilities can help you make the most of your Microsoft 365 investment.

Learn how automated accounting workflow management systems like Intapp Risk & Compliance increase productivity in accounting firms.

Many firms bypass software that’s built specifically for time tracking for accountants, defaulting to time tracking software included with everyday tools and financial management systems, such as SAP and Workday.

The future of accounting firms lies in creating a connected firm that uses integrated platforms to boost productivity and increase both employee and client satisfaction.