• OnePlace for Accounting

    Meeting the Evolving Challenges
    of Modern Accounting

Major accounting firms worldwide trust Intapp to help meet rising client expectations and stringent compliance requirements across the entire engagement lifecycle, from strategy through acceptance and execution. Discover how your firm can strengthen client relationships and enhance profitability.

Make Every Engagement a Win-Win

In today’s competitive landscape, delivering client value, increasing margins, and planning and managing profitability requires a deeper understanding of the true costs of engagements.
The purpose-built automation and AI of OnePlace Operations & Finance leverages critical data from multiple firm systems to provide more accurate and detailed visibility into the time spent on engagements to inform pricing and resource allocation while maximizing realization.

Continuous Risk Management Across the Engagement Lifecycle

As accounting firms’ ways of developing and working with clients accelerate and evolve, so does the need to manage risk holistically, from business development through client delivery.
OnePlace Risk & Compliance helps accounting firms thoroughly evaluate new engagements and potential conflicts faster than ever. Enhanced with purpose-built AI, continuous risk monitoring, and native third-party data integrations, OnePlace Risk & Compliance helps transform risk management into a competitive advantage.

Client and Relationship Management Purpose-built for Accounting Firms

As competition becomes more intense, accounting firms seeking an edge need to collaborate more strategically to build more effective key-client plans and discover new avenues of revenue opportunities.
OnePlace Marketing & Business Development is purpose-built for the accounting firms’ relationships-based client development, saving time for the professionals who not only sell the work but also complete the work. The solution integrates siloed data to provide actionable insights, informing a structured and repeatable business development approach that accounts for independence, AICPA/AAOC, and other risk-related factors.

Better Outcomes for Your Clients and Firm in Transaction Advisory Services

Complex market dynamics demand increasingly agile M&A advisors. Without the right tools and technology at your disposal, buyer identification is arduous, due diligence tends to be slower, and closing deals is much harder.

Intapp DealCloud powers your engagement from sourcing to execution to help manage the complex relationships encompassing clients, lenders, sponsors, bankers, and other parties. With native integrations to business-workflow and risk-management tools, a modern and user-friendly interface, and mobile access from any device, Intapp DealCloud is purpose-built to fuel better outcomes for advisors and clients alike.

Leading Firms Deliver Value with OnePlace for Accounting

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