Deal and relationship management for accounting firms
Create and discover more deal opportunities. Boost win rates while accelerating service delivery. Build more strategic client relationships. And uncover insights into your firm’s collective relationship ecosystem, historic pursuits, and past engagements. Support your professionals’ best work with Intapp DealCloud — a platform built for accounting firms like yours.
Uncover firmwide relationship, practice, and sector intelligence to build strategic client development plans that promote growth.
Monitor contact engagement at the firm, service line, and partner level to track progress and focus on what’s working.
Bring market and firm information together to quickly identify opportunity areas and align marketing activities.
Build strong relationships with AI-driven intelligence reporting, automated data capture, and centralized coverage.
Track the ROI of your campaigns and events to align your marketing planning and priorities.
Track opportunities, build stronger pitches, and stay aligned throughout deal pursuits.
Analyze active pursuits and market trends to drive pipeline and win more deals.
Gain a comprehensive and detailed view of team capacity and progress.
Maintain a single source of truth to simplify and automate knowledge sharing across teams.
Uncover more opportunities and increase team capacity for more deals.
Gain meaningful insights through automated relationship scoring and intelligence reporting to inform future decisions.
Stay on top of all deals with automated task workflows, notifications, and AI-generated signals.
Improve proprietary contact and company data with third-party data sources via DataCortex.
Make better-informed decisions faster by reviewing AI-generated deal summaries and using AI recommendations that integrate firm and market intelligence.
Inform deal decision-making by visualizing real-time insights and viewing ad hoc and templated reports.
Improve process management and drive deal execution with automated data capture.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
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Blog Posts
In today’s competitive environment, amid diminishing client loyalty and rising pressure to expand books of business, taking an “Activator” approach to business development is a smart move. Purpose-built technology like DealCloud supports the most successful BD behaviors across your firm to unlock intelligence and drive new opportunities.
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Webinar
In this on-demand webinar, we’ll explore how transaction advisory teams can streamline labor-intensive business development workflows so you can uncover more opportunities and rapidly identify whitespace with sponsors. Our experts will demonstrate how you can leverage technology to gain a holistic view of your teams’ current deals and deal participants, as well as access insights from similar or previous engagements and related market data.
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Blog Posts
Learn how to increase user adoption in accounting and consulting firms with insights from Intapp client success stories and proven strategies.
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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.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.
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Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.
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