Compliant growth for accounting firms

Compliant growth for accounting

Accept more business, faster — without increasing risk

Discover how you can scale growth and compliance with Firm AI built for accounting workflows.

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Leading accounting firms choose Intapp

Read our client stories

The compliance bottleneck is a growth bottleneck

The problem

Firms lose valuable time between a partner approving an engagement and the engagement letter being signed.

Compliance can't keep pace with growth

Every new client, lateral hire, and M&A creates more compliance work. But compliance teams aren’t growing at the same pace.

Business acceptance takes too long

Manual intake and conflicts processes pull partners away from billable work, eroding productivity and margin.

The cost of compliance is rising

PCAOB independence findings doubled from 7% to 14% of all comment forms between 2021–2023. One breach can cost careers and millions in remediation.

The Intapp solution

One source of truth for compliance

Built on a shared data model, Intapp Intake, Conflicts, and Employee Compliance automatically exchange independence information and maintain a complete compliance record. And with Intapp Celeste, compliance is embedded into every workflow and every decision.

Accelerate intake

Celeste’s Firm AI extracts data from emails and documents, pre-populates intake requests, and validates submissions before they reach the compliance team for review.

Clear conflicts in hours, not days

AI builds search strategies, maps corporate hierarchies, runs searches, and triages results — escalating only high-risk matters for expert review.

Catch indepedence issues early

Employee Compliance automates investment disclosures, monitors trading activity, and manages certification workflows. Personal holdings data informs every conflicts check.

Automate core workflows

Pre-built agentic workflows for business acceptance and client risk management run out of the box, so manual processes become automated.

Where does your compliance program stand?

Take our quick assessment to benchmark your firm’s risk maturity against peers — and find the fastest path to accepting more business with less friction.

Answer 5 questions and get your firm’s compliance readiness score instantly

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BDO Canada processes 38% more monthly acceptances with Intapp

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Why firms choose Intapp

Build vs buy

Investing in a purpose-built platform delivers better outcomes and greater long-term scalability than building one from scratch.

In-house	Intapp
Constant custom development A custom system requires ongoing maintenance and funding to meet everchanging regulation updates.	A platform that keeps getting better Quarterly releases, continuously updated by PCAOB and SEC rules, and a roadmap shaped by our accounting user community help firms stay ahead.
Configured for accounting compliance PCAOB obligations, personal independence tracking, and engagement confidentiality need custom fields and consulting budget to build them.	Purpose-built for accounting compliance Independence tracking, engagement-level confidentiality, and new-hire screening ship out of the box – no consulting engagement required.
Seperate systems stitched together Disconnected tools for intake, conflicts, and independence lead to duplicate work, inconsistent data, and audit findings that are hard to defend.	One unified platform Intapp Intake, Conflicts, and Employee Compliance share a single data model, automatically syncing independence issues across all three solutions.
AI that requires a migration project Legacy and homegrown solutions require a replacement project before AI can be introduced, delaying value by months.	An AI coworker embedded in your workflows Celeste’s Firm AI powers workflows for intake pre-population, conflicts triage, and screening – no migration, no retraining.

In-house	Intapp
Constant custom development A custom system requires ongoing maintenance and funding to meet everchanging regulation updates.	A platform that keeps getting better Quarterly releases, continuously updated by PCAOB and SEC rules, and a roadmap shaped by our accounting user community help firms stay ahead.
Configured for accounting compliance PCAOB obligations, personal independence tracking, and engagement confidentiality need custom fields and consulting budget to build them.	Purpose-built for accounting compliance Independence tracking, engagement-level confidentiality, and new-hire screening ship out of the box – no consulting engagement required.
Seperate systems stitched together Disconnected tools for intake, conflicts, and independence lead to duplicate work, inconsistent data, and audit findings that are hard to defend.	One unified platform Intapp Intake, Conflicts, and Employee Compliance share a single data model, automatically syncing independence issues across all three solutions.
AI that requires a migration project Legacy and homegrown solutions require a replacement project before AI can be introduced, delaying value by months.	An AI coworker embedded in your workflows Celeste’s Firm AI powers workflows for intake pre-population, conflicts triage, and screening – no migration, no retraining.

Compliance that keeps business moving

By centralizing back-office functions, including conflicts and independence, we’re creating efficiencies that enable growth — while letting professionals focus on the accounting work they’re best at.

Jake Sloane

Co-Founder

Crete Professionals Alliance

Learn how Intapp supports firm compliance

Guide

Transforming risk management into a growth driver for accounting firms

Accounting
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake

Blog post

How leading accounting firms turn risk intelligence into a growth advantage

Accounting
Intapp Celeste
Intapp Conflicts
Intapp DealCloud
Intapp Employee Compliance
Intapp Intake
Intapp Walls

Case study

BDO Canada improves acceptance processes with Intapp Intake

Accounting
Intapp Intake

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