Accelerate risk-informed acceptance and continuance decisions
Speed up client onboarding — without sacrificing comprehensive risk assessments. With Intapp Intake, your team members get centralized access to the data they need, so they can make risk-informed acceptance and continuance decisions faster. Simplify the work with data integrations between your firm systems and trusted third parties. Easily configure risk-based questionnaires, workflows, and scoring models. And gain all the risk data your teams need — automatically collected, all in one place.
Onboard new clients faster with Intapp Intake
Ensure your new and recurring business aligns with your firm’s growth strategy.
Consistent, informed decisions
Unify data and processes for more informed decision-making.
Simplified risk processes
Automate data-driven procedures for faster risk assessments.
Clearer risk landscape
Gain a more comprehensive view of the firm’s risk while freeing up your partners’ time.
Now our professionals can focus on serving our clients
Leading accounting firms onboard their clients with Intapp Intake
Accelerate onboarding. Maintain accurate risk processes. Win new business.
Onboarding process automation
Design better processes with dynamic workflows, forms, and approval routing.
Independence tracking
Easily tag, track, and identify audit clients and corresponding independence requirements.
Engagement letter generation
Enforce firm policies through the automated creation and collection of engagement letters.
Monitoring and alerting
Automate maintenance and due diligence processes based on changes to client, engagement, and party data.
Schedule a demo
Speak with an accounting industry expert
Fill out the form and someone will be in touch to provide a demo.
Intapp Intelligent Cloud
For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
Intapp Cloud Infrastructure
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
Learn more about our cloud infrastructureIntapp Data Architecture
Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
Learn more about our data architectureIntapp Applied AI
Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
Learn more about our Applied AI strategy