Financial interest compliance software for accounting firms

Personal independence compliance

Simplify compliance with your firm’s financial interest policies and PCAOB requirements

Ensure and demonstrate your employees’ compliance with firm policies and PCAOB independence requirements more efficiently.

With Intapp Employee Compliance, gain a single, intuitive destination to disclose, monitor, and report on outside business interests. Complete attestation workflows, link and monitor data from brokerages, and pre-clear investment and trading activity with one comprehensive solution.

Meet PCAOB quality control requirements with a solution built to streamline personal independence processes.

Streamline risk processes for your partners and professionals

Demonstrate compliance

Seamlessly review, update, and complete required documentation, audit decisions, and audit actions.

Increase accuracy

Reduce opportunities for human error using automation and eliminate time-consuming data entry and analysis.

Boost trading confidence

Ease concerns of noncompliance with timely approvals aligned with firm policies.

Learn more about Intapp Employee Compliance

Blog Posts

Build growth for your accounting network while improving compliance

The accounting industry is changing rapidly across multiple different fronts. The sector faces inten...

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  • Accounting
Blog Posts

PCAOB auditing standards and change management

Since its creation in 2002, the Public Company Accounting Oversight Board (PCAOB) has regulated and ...

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Blog Posts

Apply a reliable, defined approach to risk management at your accounting firm

Does your accounting firm have a reliable process in place to evaluate new business opportunities an...

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  • Accounting
  • Consulting
  • + 2 more

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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.

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Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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Partner ecosystem

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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