OnePlace for Accounting
Meeting the Evolving Challenges
of Modern Accounting
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
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 Olivier, National Director of Risk and Ethics, BDO Australia
Intapp has been a key enabler for improving client service. Employees are spending more time with clients and less time shuffling papers.
— Fi Slaven, General Manager, William Buck
Intapp allows us to make great, great strides in automating the client lifecycle, so our professionals are able to focus on accounting.
— Craig Butler, Senior Director of Audit Technology, RSM US
Resources for Accounting Providers
Unleashing the Power of Your Data to Drive More Profitable Business
Accounting and consulting firms entered 2021 understanding that their new operating models aren’t simply stop-gap solutions and that new ways of working are here to stay. To stay competitive, the most innovative firms will focus on streamlining the client experience from budget-to-bill while also considering how new tools and technology can help the firm operate more efficiently and profitably for the long term.
Succeeding as a Connected Firm in 2021 and Beyond
As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that there’s no going back to the old ways — where we could gather business intelligence by walking down the hall. We’ve entered the era of the connected firm, a time where the firms that thrive will be equipped to unleash the power of their collective knowledge to supercharge their people across the client engagement lifecycle.
Accelerating Business Acceptance and Continuance in the Connected Firm of 2021 and Beyond
Join us to discover the benefits of a connected firm a strategy, and learn how industry trailblazers are already enhancing and standardizing business acceptance and conflicts clearance across their firms by incorporating centralized acceptance and continuance technology — including deeply integrated third-party data and AI — into their risk management processes.