Industry: Accounting

How Intapp Celeste helps accounting firms manage risk from intake to close Most AI built for professional firms was designed for speed. For accounting firms, that is not enough. Client intake and conflicts clearance are obligations that define whether a firm can take an engagement at all. In this on-demand webinar, see how Intapp Celeste works alongside your compliance team inside those workflows, and what changes when Moody’s company and ownership intelligence is embedded directly inside the moments decisions get made.

Building trusted, compliant AI on the right data foundations Half of generative AI projects are abandoned over poor data quality and weak governance—and regulators are sharpening their focus. In this Moore North America strategic partner session, Intapp’s Richard Bowes and Maria Volokh walk through the most common AI pitfalls facing professional services firms, from ungoverned data and ethical-wall breaches to costly compliance failures. Drawing on real-world examples, they lay out a practical “stairway to heaven” approach: start with structured data foundations, layer in policy-driven compliance and guardrails, and build toward AI you can actually trust to differentiate your firm.

Most firms have already deployed AI. The question is whether governance is keeping pace — specifically, whether engagement-specific controls, ethical walls, and the agentic workflows where AI delivers real leverage are in place before deployment reaches client-facing work at scale. The firms building that foundation now will be the hardest to catch. This session explores how Microsoft’s platform controls and Intapp’s governance layer work together, and why data governance ultimately determines whether your AI investment compounds or stalls at the pilot stage. What you’ll learn: How firms are embedding AI governance into engagement workflows — not as a compliance checkpoint, but as the foundation that makes AI safe to scale How to preserve professional standards and confidentiality controls as AI takes on more active work across client engagements How Microsoft and Intapp work together to help firms expand AI adoption across engagements without trading speed for oversight Watch the recording to see how leading firms are building the governance foundation that lets AI move faster.

Moving beyond experimentation to embed professional grade intelligence into firm workflows The conversation around AI in accounting and advisory has shifted from “if” to “how.” As growth expectations rise alongside intensifying regulatory scrutiny and margin pressures, firms are moving beyond simple experimentation toward a more thoughtful, governed evolution. In this session, we explore how professional-grade AI is officially arriving for the accounting industry. Discover how the Celeste platform—an AI-native, agentic solution built in collaboration with innovators like Anthropic, Microsoft, and Harvey—is activating intelligent agents to automate compliance, time intelligence, and engagement execution.

Growth is getting harder to achieve without increasing risk. For many accounting firms, legacy compliance models are slowing decisions, limiting opportunity, and exposing gaps. Watch this webinar to see how leading firms are using risk intelligence to move beyond reactive compliance. Learn how to evaluate your current approach, improve client acceptance decisions, and enable confident, high-quality growth.  

Top accounting firms have invested heavily in Microsoft 365 — but fragmented governance, inconsistent provisioning, and unmanaged collaboration create risk and inefficiency. This webinar explores how secure collaboration enables modern service delivery, strengthens compliance, and prepares firms to confidently leverage AI across client engagements.

Accounting firms are increasingly weighed down by fragmented systems, disconnected document repositories, and manual processes that slow down engagements and frustrate both staff and clients. When documents, workflows, and communication live in separate tools, firms lose visibility, consistency, and momentum across client work. In this on-demand webinar run by Boomer Consulting and sponsored by Intapp, you’ll see how a centralized, modern document management system combined with integrated client collaboration and automated workflows creates a unified engagement experience. The session explores how firms can eliminate duplication, reduce operational friction, and deliver predictable, repeatable engagement execution across service lines. Watch the recording to learn how modern collaboration helps firms streamline document-centric work, improve transparency, and run engagements more efficiently without adding complexity for teams or clients. Key takeaways: How a centralized, firmwide DMS reduces friction caused by fragmented systems and manual processes Ways to automate document and workflow activities to eliminate status chasing and manual routing How consistent, predictable engagement execution improves both staff efficiency and client experience What it takes to orchestrate document-driven client interactions using a single connected ecosystem

Expert analysis on how private equity is reshaping capital strategy, growth, and technology adoption in accounting. Unlock actionable insights from leading experts as they break down the future of private equity in the accounting profession. In this on-demand webinar featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today), you’ll explore key research findings on how firms are approaching capital needs, technology modernization, and the strategic opportunities and challenges presented by private equity investment. Learn what firms of all sizes are considering, how PE can accelerate growth, and where the greatest impacts are expected across the industry.

Watch the on-demand webinar from Intapp and Boomer Consulting to learn how accounting firms can drive growth and efficiency with connected technology, improved data visibility, and streamlined operations.

Your accounting firm’s content holds powerful insights and efficiencies that you might be overlooking. But with AI-driven content services, your teams can easily manage, access, and unlock the full value of your content. Explore strategies to enhance content management for accounting firms, improve collaboration, and drive growth. Join our webinar with AAB’s CIO, Lance Fisher.