Intapp for the Accounting Industry
Driving Ideal Client Outcomes with Connected Accounting Firm Management Software
As regulations rapidly change and the world increasingly globalizes, accountants and advisors serve as trusted experts for tax, traditional accounting, assurance, and advisory services for the world’s leading organizations. To deliver their best client work, these best-in-class firms leverage connected accounting firm management software.
Whether your firm wants to innovate client relationship management, create a single source of truth for risk management, unify collaboration and document management, or grow profitability through better timekeeping and pricing, Intapp offers purpose-built accounting firm management software that connects your people, processes, and data across the engagement lifecycle to drive better outcomes for your clients and your firm.
We Deliver Key Outcomes for Accounting Industry Professionals
- Improved Client Service
- Streamlined Relationship Management
- Greater Sharing of Institutional Knowledge
- More Profitable Engagements
- Faster Decision-Making
- Enhanced Data and Analytical Insights
Solutions for Accounting Firms
Engagement-Centric Collaboration and Document Management for Accounting
OnePlace Collaboration & Content helps deliver better outcomes for your clients and professionals, enabling client-centered collaboration by combining the power of Intapp OnePlace and Microsoft 365.
- Boost firmwide collaboration with intelligent workspaces that optimize Microsoft Teams for the way accounting firms work
- Orchestrate document management across all your content sources for full lifecycle visibility and collaboration
- Transform the client experience with secure, personalized external collaboration
Client Relationship Management for Accounting
OnePlace Marketing & Business Development provides total access to 360 degrees of client and relationship data within a fully integrated suite of marketing technology and purpose-built CRM software for accounting firms.
- Drive revenue growth
- Strengthen client relationships
- Build a better brand
- Empower firmwide collaboration
- Delivery impactful campaigns
Risk Assessment and Client Due Diligence for Accounting
OnePlace Risk & Compliance removes new-client risk management from your inbox by centralizing and automating acceptance and continuance as well as streamlining client due diligence procedures.
- Increase the efficiency of client acceptance and risk management
- Holistically manage conflicts, independence, and relationship checks
- Gain better insights to make more-strategic, lower-risk decisions
Engagement Resourcing and Pricing for Accounting
OnePlace Operations & Finance helps accounting teams deliver profitable engagements and demonstrate client value by natively integrating accounting firm time management software and pricing software with client terms.
- Capture all missed and underrecorded time
- Price and resource engagements for optimal utilization and profitability
- Ensure compliance during budgeting and time recording
- Manage end-to-end engagement activity all in one place
The Company We Keep
For more than 20 years, Intapp has served as a trusted, long-term partner to countless accounting, audit, and advisory firms. We’ve equipped tens of thousands of the world’s most active accounting and consulting industry professionals with the solutions they need to be more effective and more competitive.
"Intapp allows us to make great, great strides in automating the client lifecycle, so our professionals are able to focus on accounting."Craig ButlerSenior Director of Audit Technology
"When we went out to the marketplace to explore what was available, there was no other product that could match the capabilities that Intapp Conflicts offered."Willem OlivierNational Director of Risk and Ethics
"Intapp has been a key enabler for improving client service. Employees are spending more time with clients and less time shuffling papers"Fi SlavenGeneral Manager
"KPMG’s market leadership relies on being a modern professional services firm operating on modern cloud technology. Intapp is a key partner in building our firm of the future and driving our competitiveness."Jonathan BoyersPartner
Powering the Connected Accounting Firm
Deep Domain Expertise and 20+ Years of Experience
Our long history of working with top-tier and middle-market accounting firms gives us an insider’s understanding of the needs of professionals working in the industry. We speak the same language as our accounting firm clients and understand your firm’s short- and long-term goals. Our team includes top talent from across the accounting and advisory industry, helping us to implement purpose-built solutions that have real, measurable impact for our accounting firm clients.
Operational Excellence at the Heart of Our Business
We know that, at the end of the day, time is money in the accounting industry. That’s why our entire organization — from customer success to product engineering — focuses on driving operational efficiencies for accounting and audit firms through our technology solutions. We care deeply about the ever-changing landscape that affects accountants, consultants, and other advisory professionals. As a result, we can quickly help firms navigate turbulent times, shifts in strategy, and corporate growth.
Dedication to Implementation, Configuration, and User Adoption
We know technology is only as good as how it’s used. We design our solutions specifically for accountants and consultants, and configure them specifically for each firm’s unique needs to boost user adoption. We’ve demonstrated a 20-year history of helping accounting firms build the right components and capabilities into their technology solutions, and we’re proud to help firms find greater value in their infrastructure investments.
See our Connected Accounting Solutions in Action
Our team of accounting industry experts is ready to provide you and your firm with an in-depth overview of our purpose-built, cloud-based accounting firm management software.
Whether you’re interested in engagement management, client relationship management, or risk management, Intapp solutions can power your firm’s entire client engagement lifecycle with the next-generation accounting firm management software solutions you need to be successful.
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