Replacing a legacy system
How BDO Canada increased efficiency by 38% during client and engagement acceptance
Accounting
Intapp Intake
Challenge
Outdated technology slows down workflow
BDO Canada, a leading professional services firm, relied on a legacy system built on outdated technology, making enhancements and edits difficult. The process was time-consuming and heavily dependent on manual data entry. Client acceptance and approval workflows were slow, causing delays in onboarding. Limited integration with other firm systems — such as Microsoft Dynamics and Workday — made data management and standardization cumbersome. Partners and their teams lacked visibility into the status of acceptance requests, and generating reports or analytics for service lines and leadership was challenging.
Results
New system drives more growth
The new streamlined process and improved data accuracy at BDO Canada contributed to better client service and faster onboarding times. The firm is now better positioned to leverage data generated for strategic decision-making and risk management, supporting its growth objectives. The implementation of Intapp Intake has transformed the firm’s client and engagement acceptance process, delivering substantial efficiency gains and improved data management. The success of Intapp Intake highlights the value of choosing a configurable, integrated solution to meet the complex needs of a modern accounting firm.
“With Intapp, everybody wins: our firm, our partners, and our clients.”
Susan Kozak
Senior Manager of National Risk Management, BDO Canada
Solutions
Modern processes improve efficiency and reduce risk
BDO Canada implemented Intapp Intake to streamline its client and engagement acceptance processes, replacing a legacy system that was no longer meeting business needs. The implementation was carried out by Harbor, an Intapp partner experienced in deploying Intapp compliance solutions for accounting firms. The goals of adopting a new system were to improve data consistency, reduce manual entry, and enhance the overall efficiency and robustness of BDO Canada’s risk management and client acceptance systems. Since going live in January 2025, BDO Canada has processed, on average, more than 5,000 acceptances per month, representing a 38% improvement on what it had been able to process prior to Intapp with the same resources.