Industry: Accounting

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. For more information, visit www.cbiz.com.

Kreston Reeves is a member of a global network of innovative, like-minded accounting firms that puts trusted relationships and exceptional care at the heart of everything it does. Kreston Reeves offer audit and accountancy, tax and business advisory services and build lasting partnerships based on trust, integrity and collaboration.

Intapp DealCloud gives marketing professionals the tools they need to develop effective pitches and campaigns, track the ROI of their efforts, enhance firm reputation, and optimize client retention strategies.

AI is the most revolutionary change in accounting in decades, and most accounting firms are not ready for it. That was the clear message that emerged during a recent interview between Intapp and T-Tech. The interview reveals how AI will transform accounting and how firms can get ready.

DealCloud provides us with a huge array of analytics and game-changing insight into everything we’re doing with our clients. When we’re speaking to a client, we’re able to see everything we’re doing with them across our business — what we’ve shown them, how we’re working with them, and when we last spoke to them. It’s truly everything we could want to know about how any one of our relationships are working and evolving.

Intapp DealCloud's corporate finance software empowers teams to easily build, track, and manage the complex network of relationships and activities involved in each transaction. Easily source, manage, and close more deals within a unified platform.

Intapp DealCloud's data-powered transaction advisory software provides a clear, comprehensive view of your firm’s deal and relationship ecosystem — all within a single source of truth. DealCloud offers detailed workflow and knowledge management capabilities,so your teams can multiply opportunities surrounding each transaction and accelerate time to impact for service delivery.

Read about 2024 M&A trends and learn why even the best CRM software for accounting firms won’t be enough to grow business. Discover how Intapp DealCloud can improve sales deal velocity at accounting firms, and why it’s the ideal platform for managing client relationships in accounting.

As someone who doesn’t always input my time daily, it was really helpful to go back and capture what I did. Intapp Time helped me capture time that might have otherwise not been captured.

Intapp DealCloud helps accounting firms gain a clear, comprehensive view of the deal and relationship ecosystem within their firm alongside detailed workflow and knowledge management capabilities. Multiply your firm's opportunities and accelerate time-to-impact for service delivery.