Intapp has acquired Billstream from Wilson Allen. Relabeled as Intapp Billstream, the solution leverages advanced technology to simplify the preparation and validation of prebills and bills, enhancing the Intapp Operations & Finance suite to create a comprehensive work-to-bill solution.

It isn’t always easy to convince firm partners to adopt consulting CRM software. Employing a combination of carrots and sticks can help move the adoption process along.

Please join us for an in-depth discussion on our recent acquisition of Repstor, and learn how we plan to leverage the combined strengths of Intapp and Repstor technologies to provide firmwide collaboration and content management capabilities using Microsft Teams, SharePoint, and Outlook with Intapp.

Learn how automation and digital transformation of acceptance, continuance, and independence processes in accounting can turn compliance from a cost to revenue generator.

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.

Anti-money laundering (AML) compliance and client due diligence (CDD) requirements are evolving rapidly. Leading firms use AI- and cloud-enabled technology like Intapp Intake to streamline new business acceptance, create strong CDD and AML processes, reduce firm risk, and demonstrate compliance.

Missing or forgotten time entries from accountants lead to unacceptable revenue leakage. Deploying time management software can provide real-time, accurate time data that addresses this challenge and increases billable time.

Professionals use time-tracking tools just like many of us use fitness trackers. Using automated time management software relieves them from the burden of manual time entry to focus on client services delivery.

Effective consultant data management relies on solid data integration capabilities — including third-party data integration — to implement single-source-of-truth data management protocols. Using Microsoft Teams and Intapp Collaboration & Content, teams can collaborate efficiently and securely.