Gain a more accurate and comprehensive view of the firm’s risk landscape at any moment while freeing up partners to focus on the organization’s continued growth.
Intapp Risk & Compliance unifies proprietary and third-party data relating to client engagements and corporate entities within workflow-driven, configurable questionnaires that feed into a central system for AI-assisted conflicts assessments and corporate tree management. With acceptance and continuance procedures centralized and automated, partners can spend more time generating revenue while making well-informed decisions around conflicts and independence impairments.
Centralize firm data and processes to drive more consistent, better-informed decision making
Provide a unified interface for managing client and engagement data, conducting acceptance and continuance processes, and ensuring risk-based decisions align with firm-defined risk boundaries
Streamline checks for conflicts of interest and independence impairments during acceptance and continuance procedures
Automatically monitor firm-defined conditions and initiation of standardized, data-driven risk assessment processes, such as continuance, based on either a schedule or pre-defined events
Gain a more comprehensive view of the firm's risk landscape while freeing up partners to spend more time on generating revenue
Create a single destination for partners and risk teams to complete their respective steps during risk assessments using automated workflows, as well as view, manage, and search the corporate trees of current or prospective clients
Integrations
Intapp Risk & Compliance natively integrates corporate tree, NAICS and SIC industry codes, and brokerage account data from trusted sources to help accounting firms ensure they’re making optimal risk-based decisions.
Resources
RSM US talks about the importance of using a purpose-built platform made just for accounting firms
Craig Butler, Senior Director of Audit Technology at RSM US, shares how Intapp’s strategic guidance and innovative expertise in the accounting market has enabled RSM to focus on improving the firm’s overall efficiency by using AI and machine learning, both of which are built in to the...
Managing Transactional Risks in Professional and Financial Services
All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. At City Tour NY, we shared best practices for navigating these evolving risk landscapes, and we explored how...
BDO Australia Implements an Automated End-to-End Conflicts Clearance Process with Intapp Conflicts
One of the world’s leading professional services firms, BDO Australia chose Intapp Conflicts to systemize a rigorous closed-loop conflicts process, unburden staff from manual processes, fully integrate systems across offices, and improve the firm’s overall risk management profile.