Practical insights for professional
Streamlining Risk Management in Restructuring Engagements
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.
Unleashing the Power of Your Data to Drive More Profitable Business
Accounting and consulting firms entered 2021 understanding that their new operating models aren’t simply stop-gap solutions and that new ways of working are here to stay. To stay competitive, the most innovative firms will focus on streamlining the client experience from budget-to-bill while also considering how new tools and technology can help the firm operate more efficiently and profitably for the long term.
Succeeding as a Connected Firm in 2021 and Beyond
As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that there’s no going back to the old ways — where we could gather business intelligence by walking down the hall. We’ve entered the era of the connected firm, a time where the firms that thrive will be equipped to unleash the power of their collective knowledge to supercharge their people across the client engagement lifecycle.
BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
Better Timekeeping Boosts Revenue for Accounting Firms
Technology-based timekeeping helps professional services firms improve their top and bottom lines, immediately and in the post-pandemic world.
Accelerating Business Acceptance and Continuance in the Connected Firm of 2021 and Beyond
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.
Opening Keynote: Connecting Your Firm to Win in the Next Normal
John Hall, Intapp CEO, and Thad Jampol, Intapp co-founder and Chief Product Officer, share how to accelerate your success by unleashing your collective knowledge and supercharging your people. Fast Company Editor-in-Chief Stephanie Mehta addresses the underlying question of how a “next normal” mentality will set leaders up to innovate and better deal with future business interruptions.
What Lies Ahead: Thriving in 2021 and Beyond in the Connected Firm
Join a panel of industry veterans for a reflective look at how the most successful firms made strategic decisions and investments to survive the most significant events and upheavals of the new century, and learn how industry trailblazers are forging a path to the future.
Create Speed and Agility in a Volatile Environment
Learn how simplifying processes can help safeguard your firm, lower firm costs, and drive profitability by enabling informed and strategic decisions to create the most value for your firm and the best outcomes for your clients.
Strengthen Your Decision-Making with Third-Party Data and AI
Take a deep dive into two important considerations in modern risk management for professional services firms: Maximizing your investment in third-party company data, and leveraging the power of AI to enhance and standardize the conflicts clearance process.
Technology Innovations for Professional Services Firms
Join Intapp product team leaders to learn how our latest developments help you generate seamless interoperability between all your firm’s software and applications; streamline acceptance, continuance, and conflicts resolution; and help your teams more easily manage to client budgets.
Featured Session: The Era of the Connected Firm
Learn more about the power of the connected firm, and hear from a panel of industry innovators from some of the world’s leading firms, sharing their perspectives on how leaders can address some of the most pressing challenges facing our industry.
Don’t Let Your Time — and Revenue — Slip Away
Learn how a robust timekeeping solution can provide a quick win for your firm’s top line, and how a multiplatform solution with automated capture technology can power insights to understand productivity, boost staff satisfaction, protect billable time, and maximize potential revenue.
Intapp Flow Client Care Program Demo Series
To help you better connect with one another and your clients in these uncharted times, Intapp is honored to offer our world-class technology, expertise, service, and support to our community.
Intapp Connect Virtual Summit - IT and Innovation Session
Join Jose Lazares, Vice President of Products and Innovation for his perspectives on building a connected firm with next-generation cloud platform services and open APIs; listen to a fireside chat with one of your peers; and, see the latest Intapp The Intapp Platform integration and automation capabilities.
Intapp Connect Virtual Summit - Risk & Compliance Session
Join John Sharkey, VP, Risk Practice for his perspectives on how Risk teams are adapting strategies and tactics during this current time; listen to a chat with one of your peers; and, see the latest functionality in Intapp OnePlace Risk & Compliance that can help now and in the future.
Leveraging New Technologies in Risk Management to Deliver Client Success
Watch now to discover how accounting firms can leverage new technologies to optimize risk management and deliver client success.
Intapp Connect Virtual Summit - Operations & Finance Session
Join Chris Kraft, General Manager, Operations and Finance for his perspectives on how operations, finance and pricing teams are adapting during this current time; listen to a fireside chat with one of your peers; and, see the latest functionality in Intapp OnePlace Operations & Finance that can help.
Intapp Connect Virtual Summit - Marketing & Business Development Session
Watch Lavinia Calvert, General Manager of Intapp’s Marketing and Business Development Business, for her perspectives on how firm marketing and business development teams are adapting their strategies and tactics during this current time; and learn how OnePlace Marketing & Business Development can grow your firm’s relationships, revenue, and reputation.
Bringing speed and agility to lawyers and timekeepers in a virtual world
Watch the on-demand webinar where Intapp experts discuss how current conditions are affecting the OnePlace Operations & Finance community and the resulting landscape shifts for lawyers. We also offer tips on streamlining time tracking and submission to support a virtual workforce.
Centralizing risk management to drive business growth
See the results of the Intapp Risk Staffing Survey and hear firsthand from representatives of Dickinson Wright PLLC and Greenberg Traurig, which has made the move to a centralized approach to risk management.
Leveraging AI to increase profitability
With a large emphasis on AI and Machine Learning in the future, many Accounting and Consulting firms are looking for ways to implement new technologies to help them streamline operations, predict engagements and reduce overall costs. Watch our webinar to learn how!
Global Independence Brief
For global accounting networks, the future of conflicts management and independence is a single, searchable set of data paired with automation to not only ensure compliance, but also serve as a foundation for firm growth.
The Intapp Platform
Intapp Time helps firms capture and record more work, ensure that time entries align to outside counsel guidelines, and accelerate the work-to-collect cycle while improving realization.
Intapp Pricing uses the power of AI to help you quickly and accurately scope, price, budget, resource, and monitor your engagements to ensure profitable execution while meeting your clients’ expectations.
From sourcing through origination and execution, Intapp CRM provides a seamless experience to help you enhance revenue, reputation, and retention.
Intapp Experience uses intelligent search and AI to discover all your firm’s collective expertise, so you can get the answers you need to help your firm differentiate itself, outcompete peers, and win more business.
Intapp Relationships uncovers smart and actionable insights about your firm’s key connections using a zero-entry capture approach.
OnePlace Risk & Compliance
OnePlace Risk & Compliance helps you evaluate and monitor client relationships, manage risk, and maximize profitability.
Built from the ground up to fit the way professional services firms work, Intapp OnePlace helps you unify the client lifecycle from strategy through origination and execution.
The Intapp Platform
The The Intapp Platform provides a common set of core capabilities and reusable components that power all Intapp products and solutions.
RSM US automates the client lifecycle with Intapp
RSM US talks about the importance of using a purpose-built platform made just for accounting firms
Secure Cloud Technical Requirements Security FAQ
Connect19 Conference Content
Access the great content from Intapp Connect19.
OnePlace Marketing & Business Development
OnePlace Marketing & Business Development delivers strategic client insights to marketing and business-development teams to fuel collaboration and drive growth.
Our proprietary technology discovers and analyzes similar engagements to derive predictive intelligence based on historical data.
Power pricing in the age of AI
Discover how law firms can use technology to develop tactical and strategic approaches to pricing.
Intapp Walls lets you manage and track access to sensitive information across a wide variety of applications throughout your firm’s data ecosystem.
Time management for tax
Intapp Time is the only enterprise-grade time capture and analysis platform specifically designed for large accounting firms.
Passive time capture: How this critical feature helps firms track value
What if you could automatically capture time data? Flip through this interactive article to learn about a timekeeping solution that you will love while adding accuracy that helps you know the true cost of your client engagements.
Global independence checks: regulatory necessity or growth opportunity?
Examine the complexity and costs of the new regulatory landscape, as well as the opportunities presented.
Intapp enables firms to evaluate and continuously monitor potential client relationships while more simply and efficiently managing regulatory, financial, and reputational risk across the entire client-engagement lifecycle.
Acceptance, continuance, and independence in accounting
Learn how automation and digital transformation of acceptance, continuance, and independence processes in accounting can turn compliance from a cost to revenue generator.
Intapp Terms helps centralize and streamline the storing and indexing of client mandates, helping your firm effectively deliver on the promises it makes.
Intapp Time is a total time management solution to find and capture missed time, improve realization, and enable on-the-go timekeeping with full mobile capabilities.
Increase realization from your tax engagements
Accounting firms can increase revenue realization with better pricing, better project management, and improved personnel allocations with a better time keeping tool.
Revolutionizing professional services firms with time
Learn how total time management is helping professional services firms transform their business with better pricing, project management, and personnel management decisions.
Discover how Intapp OnePlace, the industry cloud for professional services, uses applied AI to provide actionable information throughout all stages of the client lifecycle.
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William Buck Victoria: Improving client service with Intapp Flow and Integrate
Total time management: the cornerstone of financial control
Learn how Intapp’s automated capture technology helps tax professionals and firm management—accelerating revenue by accurately recording time spent on each engagement.