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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.
Explore software solutions tailored for the accounting industry
Software solutions
Drive better outcomes for your accounting firm
Explore accounting software solutions
Deal and relationship management
Accelerate growth with a platform built for accounting firms
Explore deal and relationship management
Personal independence compliance
Simplify compliance with firm policies and PCAOB requirements
Explore personal independence compliance
Intapp Collaboration + Microsoft 365
Enable modern work with the power of Intapp + Microsoft
Explore Microsoft 365 collaboration
Client onboarding and continuance
Accelerate risk-informed acceptance and continuance decisions
Explore onboarding and continuance
Software solutions
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.
Explore accounting software solutions
Deal and relationship management
Accelerate growth with a platform built for accounting firms
Support your professionals’ best work with Intapp DealCloud — a platform built for accounting firms like yours.
Explore deal and relationship management
Personal independence compliance
Simplify compliance with firm policies and PCAOB requirements
With Intapp Employee Compliance, gain a single, intuitive destination to disclose, monitor, and report on outside business interests.
Explore personal independence compliance
Intapp Collaboration + Microsoft 365
Enable modern work with the power of Intapp + Microsoft
Turn Microsoft 365 into a central hub designed for the way your accounting professionals work.
Explore Microsoft 365 collaboration
Client onboarding and continuance
Accelerate risk-informed acceptance and continuance decisions
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.
Explore onboarding and continuance
Transform Microsoft Teams into your matter-centric collaboration hub
Product
Intapp Workspaces
Explore Intapp Workspaces
FEATURED ARTICLE
Collaborate securely with Microsoft Teams, Intapp Workspaces, and Intapp Walls
on-demand webinar
Delivering modern work with Microsoft Teams and Intapp Workspaces
Featured article
The ultimate guide to Intapp Workspaces for professional services firms
Product
Intapp Workspaces
Intapp Workspaces extends Microsoft Teams to provide engagement-centric experiences, 360-degree insights, and automatic engagement lifecycle management. It helps boost collaboration, connecting distributed teams while automatically preserving your firm’s security and compliance standards.
Explore Intapp Workspaces
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Intapp Workspaces
FEATURED ARTICLE
Collaborate securely with Microsoft Teams, Intapp Workspaces, and Intapp Walls
Get answers to commonly asked questions about Intapp Walls, Intapp Workspaces, and the integrations between these programs and third-party software, such as Microsoft Teams and your document management system (DMS). Learn how Intapp Walls and Intapp Workspaces can help your firm promote security, ensure compliance, and improve collaboration.
Read the article
on-demand webinar
Delivering modern work with Microsoft Teams and Intapp Workspaces
Watch a replay of our product briefing, “Delivering Modern Work with Microsoft Teams and Intapp Workspaces,” where we demonstrate how to maximize the value of your Microsoft Teams and Microsoft 365 investment with Intapp Workspaces.
Explore Delivering modern work for law firms with Microsoft Teams and Intapp Workspaces
Featured article
The ultimate guide to Intapp Workspaces for professional services firms
Your firm can achieve smart collaboration with Intapp Workspaces, a cloud-based collaboration environment that leverages your existing Microsoft 365 investment to help your professionals easily collaborate internally or externally.
Read the guide
Optimize engagement delivery with simplified content management
Featured article
Optimize Microsoft 365 to improve document management
Product feature
Simplify email and attachment management in Microsoft Outlook
Explore email filing
Featured article
Optimize Microsoft 365 to improve document management
From invoices to contracts to tax returns, accounting firms are responsible for securing and properly governing thousands of documents — yet many firms struggle to promote efficient document management among their accountants.
Read the article
Product feature
Simplify email and attachment management in Microsoft Outlook
With predictive email filing and advanced search, Intapp email filing enables users to quickly find the content they need in their inboxes — within the Microsoft Outlook experience they already know.
Explore email filing
Assess client risk and onboard new business — better and faster
featured article
Accelerate your accounting firm’s client acceptance
Featured article
Understand the importance of a well-designed acceptance process
Featured article
Streamline your firm's onboarding and conflicts clearance processes
featured article
Accelerate your accounting firm’s client acceptance
Winning clients is tough and retaining them is even tougher as ever-increasing competition, fragile relationships, and dwindling brand loyalty make it increasingly difficult to get focused and consistent customer attention. Establishing a smooth and timely acceptance and continuance process is a critical challenge.
Read the article
Featured article
Understand the importance of a well-designed acceptance process
Your firm may already have a new business intake software in place, but does that technology actually lead to an efficient and compliant new business acceptance process? Here are the critical questions to consider when evaluating a new business acceptance process.
Read the article
Featured article
Streamline your firm's onboarding and conflicts clearance processes
Although firms’ hiring and onboarding workflows vary significantly, most of these processes share one thing in common: they’re hampered by an inability to quickly capture data. Firm leaders must consider investing in technology that can help them create faster, more seamless processes that also protect them from potential conflicts.
Read the article
Learn why leading CPA firms trust Intapp
case study
Armstrong Watson enhances Microsoft-based collaboration and content with one tool
"Intapp allows us to make great strides in automating the client lifecycle. …Now our professionals can focus on what we’re paying them to focus on: serving our clients. "
Senior Director of Assurance Technology at RSM U.S.
"We’re seeing seismic ramifications from our decision to transform the way we work. When I wrote my board report for the past year I described implementing [Intapp Documents and Intapp Workspaces] as the biggest step for technology in the firm for 10 years. "
Head of Technology at Armstrong Watson
case study
Armstrong Watson enhances Microsoft-based collaboration and content with one tool
A leading accounting firm deploys Intapp Collaboration to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.
Read the case study
Intapp allows us to make great strides in automating the client lifecycle. …Now our professionals can focus on what we’re paying them to focus on: serving our clients.
BDO is a trusted adviser to clients seeking audit, tax and advisory services. As one of the world’s leading audit and accounting organizations, the firm serves clients of all types and sizes from large corporate organizations to private businesses, entrepreneurs, and individuals across an array of industry sectors.
Learn more about BDO
We’re seeing seismic ramifications from our decision to transform the way we work. When I wrote my board report for the past year I described implementing [Intapp Documents and Intapp Workspaces] as the biggest step for technology in the firm for 10 years.
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