Industry: Accounting

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.

Intapp DealCloud relationship management automates data entry and streamlines outreach workflows, empowering your professionals to focus on expanding networks and growing your firm with actionable relationship intelligence.

For users, everything is just seamless: It just works and is there for them in Outlook. Another benefit of the suite is the ability to work on- and offline.

We’re seeing seismic ramifications from our decision to transform the way we work. When I wrote my board report for the past year, I described implementing Intapp Collaboration as the biggest step for technology in the firm for 10 years.

Provide your firm with one centralized location to quickly search, identify, resolve, and report on conflicts of interest and independence impairments.

How can your accounting firm handle the increased risks that come from firm growth? How can your firm also monitor evolving risks and choose clients that align with your vision? AI-powered accounting risk and compliance software helps your firm with each of these challenges.

When we went out … to explore what was available, there was no other product that could match the capabilities that Intapp Conflicts offered.

Read how the professional services firm reduces risk exposure and manual work with Intapp Conflicts.  

To enable modern ways of working, leading accounting firms are expanding their use of industry-specific firm collaboration tools. In partnership with Microsoft, Intapp Collaboration & Content helps streamline accounting firms’ work to increase billable hours.

When powered by Intapp Workspaces, Microsoft Teams can become a hub for your firm’s modern work. Learn more about how a purpose-built firm collaboration tool can better connect clients with firm professionals and uphold your firm’s security and compliance standards.