Industry: Accounting

In reality the quality of data in most CRMs is poor – records are incomplete, information is missing, and contact information is outdated — leaving partners and clients unsatisfied. Next-gen CRM systems are designed to solve these data issues. They include automatic data capture from email signatures and calendar entries, so there’s no data-input needed, and they integrate with key third-party data sources so that professionals can access all the information they need on a single platform.

Does your accounting firm have a reliable process in place to evaluate new business opportunities and weigh the risks those opportunities present to the firm?

Learn how DealCloud supports helps you manage the opportunity lifecycle, including referral and pipeline management. Understand how you can use marketing data to drive better outcomes.

Accounting firms need to invest in technology that will help them meet current industry trends. Here are the top trends you should consider when investing in document management software for accounting firms.

When teams fail to accurately capture their time fixed fee engagements, firms miss out on key data that can help them make better decisions around pricing in the future. Learn how advanced professional services time tracking software can help collect this crucial information.

In the decade since the last worldwide financial crisis, the business of law has changed significantly. Risk and compliance teams have continued to mature during this time; they now assess risk more holistically to inform strategic growth. Today, as we enter unchartered territory for the world’s economy and the practice of law, risk teams will prove more important than ever in helping their firms adapt to new conditions while continuing to achieve their goals. Please join John Sharkey, Vice President of Risk Practice at Intapp, and Judy Berman Director, Global New Business Intake and Information Management at Sherman & Sterling whom will provide observations on challenges, trends, and opportunities for strengthening law firm risk and compliance in the current environment: Introducing risk-aware business development targeting to maximize efficiency, drive strategic alignment, and make profitable decisions Breaking down silos to comprehensively manage risk across business acceptance processes Monitoring and surfacing ongoing risks to protect your firm.

In the face of challenging economic times, firms have historically adapted using alternative business practices not just to meet near-term client needs but also to fundamentally reinvent the way they work. Today, finance and operations professionals enjoy increased access to data and more sophisticated technology than ever before, which enables them to drive firmwide transformations for long-term profitable delivery. Join Chris Kraft, General Manager of Operations and Finance at Intapp, and Toby Brown, Chief Practice Management Officer at Perkins Coie, to learn how, in challenging times like these, a truly connected firm can enhance outcomes: Learning from this period of deep crisis to adapt and drive lasting, positive change Recognizing that prioritizing client needs doesn’t mean sacrificing profitability Advocating effectively for a change agenda across the entire firm.

Learn how to leverage firmwide data to pinpoint opportunities — and risk — across clients, practices, industries, and geographies. Understand how to use data to inform firm planning and ongoing service delivery.

Join this Intapp user community event to connect with your peers and learn from others who also leverage Intapp Risk & Compliance for business acceptance.   In this meeting, you’ll have the opportunity to build your knowledge:  Share best practices with your peers and the Intapp Customer Success team  Learn tips and tricks that are helping firms get the most out of Intapp Conflicts  Hear about the latest features and functionality offered in Intapp Risk & Compliance  business acceptance solution

When carrying out necessary client due diligence and conflicts clearance for restructuring transactions, manually identifying and tracking the often-complex and evolving relationships with clients, lenders, sponsors, and other involved parties can present significant challenges to productivity. Many firms conduct manual conflicts checks by pulling data from various siloed systems — but there’s a better way. Watch this on-demand demo to see how Intapp Risk & Compliance empowers restructuring teams with a seamless experience and purpose-built capabilities that significantly accelerate the risk management procedures necessary to address conflicts clearance, risk assessment, risk scoring, and anti-money laundering and client due diligence requirements. Intapp Risk & Compliance includes key features to enable streamlined and comprehensive conflicts review and clearance: AI-assisted conflicts clearance to reduce the volume of manual review by up to 60% Native integrations for both conflict clearance and client due diligence with third-party data providers — including Dun & Bradstreet, S&P Global Market Intelligence, and Bureau van Dijk — to monitor corporate ownership, sanctions lists, PEPs, and other key risk factors. Bulk upload capabilities to streamline searches and speed reviews. Ongoing monitoring of evolving risk profiles and automated alerts to warn your team of potential conflicts or changes to risk exposure. Cloud-based technologies to facilitate secure and scalable deployment.