Intapp Employee Compliance

Manage personal independence and accelerate growth with a modern, scalable solution

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Having a strong growth strategy is key to your accounting firm’s long-term financial success. But as your firm brings on new partners, clients, and employees, it becomes progressively more difficult to identify and resolve conflicts of interest — increasing the risk of legal consequences and penalties.

With Intapp Employee Compliance, your teams can efficiently manage, monitor, and demonstrate compliance with firm policies and PCAOB independence requirements. Our personal independence solution is built to meet the needs of accounting firms of all sizes — from global brands to growing regional leaders.

Meet PCAOB quality control requirements with a solution built to streamline personal independence processes

Scalable personal independence made easy

Prioritize high-value work

Simplify your compliance process so you can focus on strategic work.

Demonstrate compliance

Verify compliance with real-time reporting and actionable insights.

Future-proof your firm

Grow confidently with a configurable solution that scales with your firm.

A proven industry leader

As the industry leader in personal independence management software, Intapp transforms complex compliance challenges into simple processes. Intapp Employee Compliance provides a single, user-friendly solution for managing outside business interests, attestation workflows, and pre-clearance of investment activities.

Intapp Employee Compliance

Configurable workflows and reminders

Support timely compliance onboarding, periodic certifications, and trade approvals with custom workflows and notifications.

Personalized dashboards and reports

Proactively monitor disclosures, certifications, and trade requests across your entire firm with easily customizable dashboards and dynamic reporting tools.

Purpose-built integrations

Automate end-to-end compliance by integrating Intapp Employee Compliance with Intapp Conflicts as well as your HR and trading systems.

Continuous innovation

Confidently grow your firm with Intapp’s ongoing research and technology development.

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Meet with an Intapp accounting industry expert

Learn how your professionals can ensure and demonstrate compliance more efficiently with Intapp Employee Compliance.

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