Client Lifecycle Management for Accountants

Taking on business relationships efficiently and compliantly is critical for the success of accounting firms. Today, increasing regulations and escalating client demands are putting pressure on firms to transform the way they evaluate and onboard new clients and relationships, and how they manage those relationships throughout the engagement lifecycle.

Professional services firms worldwide rely on Intapp to address these challenges. Over 650 firms with the most demanding and complex regulatory obligations use Intapp, including 91 of the top 100 global law firms. By partnering with Intapp, firms can demonstrate that they are taking the most aggressive steps possible to meet professional and regulatory obligations.

Intapp Solutions



Automated Onboarding
Automate manual client evaluation processes to help secure the right clients (and keep them)


Independence Management
Identify, surface and manage potential threats to independence and other possible conflicts

Information Security

Information and Confidentiality Governance
Centrally control, monitor, audit and report on the entire confidentiality lifecycle for better information security

Data Management

Data Management
Create policy-specific workflows and integrations to streamline firm business processes and maintain consistent data firmwide

Key Benefits

  • Speed Onboarding (And Reduce Time to Bill)  Onboarding processes that are manual, complex and labor-intensive can delay productive work by weeks and sometimes even months, and increase the likelihood of lost deals. By streamlining and centralizing the entire onboarding processes, Intapp helps firms begin work sooner.

  • Increase Compliance Effectiveness  Compliance professionals and Chief Risk Officers from some of the most demanding firms trust Intapp to manage their regulatory obligations, independence threats and other conflicts. Intapp gives Accounting firms greater control over internal processes, helping to identify and manage compliance risks.

  • Reduce Compliance Costs — Whether it is reducing the need for full time or outsourced compliance staff, or reducing the time needed to conduct compliance audits, Intapp helps firms leverage technology to drive down the ever increasing costs of staying compliant and free up resources that could be spent on client services delivery.

  • Increase Visibility and Control  Intapp leverages its best-in-class application and data integration technology to maintain clean, synchronized data across the organization. Firms can automate specific policy decisions into actionable, auditable and repeatable workflows, knowing that information will be kept up-to-date and accurate throughout firm systems.