Software solutions for the accounting industry
Drive better outcomes for your accounting firm
Improve your firm’s operations, grow revenue, and provide your clients and professionals with management software built for the workflows of modern accounting firms.
Get fully configurable, AI-powered solutions that improve your risk and compliance processes, raise client satisfaction, and enhance collaboration and transparency.
Unlock the power of AI and centralized management for your accounting firm
Deal and relationship management
Create more opportunities and boost win rates while accelerating service delivery. Uncover insights into your firm’s collective relationship ecosystem, historic pursuits, and past engagements. Discover more deal opportunities and build more strategic client relationships.
Client onboarding and continuance
Accelerate client onboarding without sacrificing comprehensive risk assessments. Provide your team members with the data and centralized access they need to make faster risk-informed acceptance and continuance decisions. Quickly find information by integrating data between your firm’s systems and trusted third parties. And easily configure risk-based questionnaires, workflows, and scoring models.
Conflicts management
Quickly search, identify, resolve, and report on conflicts of interest and independence impairments — all from one centralized location. Search and analyze potential issues with consolidated information from your firm’s systems and trusted third-party sources. Save time on each assessment using AI to quickly identify and escalate potential conflicts and independence issues.
Personal independence
Efficiently ensure and demonstrate your employees’ compliance with firm policies and PCAOB independence requirements. Access a single, intuitive hub to disclose, monitor, and report on outside business interests. Speed up how your compliance team completes attestation workflows, links and monitors data from brokerages, and pre-clears investment and trading activity.
Microsoft 365 collaboration
Get more out of Microsoft’s AI capabilities. Intapp enhances Microsoft 365 to provide collaborative workspaces and data access controls designed for accounting firms. Enhance your environment to specifically support your firm’s unique workflows and processes.
Microsoft Copilot
Adopt Microsoft Copilot and ensure that the sensitive information your firm possesses is completely secured. Apply your firm’s business structure and security requirements to firm, client, and engagement data in Microsoft 365 and beyond.
Timekeeping
Simplify timekeeping for tax and legal services professionals, and gain the insights you need to improve engagement resourcing and profitability. With Intapp Time, your firm can capture more billable time and collect greater details into staff utilization, progress, and work effort for each engagement.
Leading accounting firms choose Intapp
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