Accelerate risk-informed acceptance and continuance decisions
Intapp accounting solutions
Solutions for accounting firms
Solutions for service lines
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
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.
Craig Butler
Senior Director of Assurance Technology
RSM U.S.
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.
Intapp Intake data integrations
Ensure your firm is making optimal risk-based decisions by integrating corporate tree, industry code, and sanctions lists data from trusted sources.
Discover more about the acceptance process with Intapp Intake
Blog Posts
5 Ways Purpose-Built Software Can Accelerate Your Accounting Firm’s Client Acceptance
Winning clients is tough and retaining them is even tougher. This is especially true in the accounti...
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Accounting
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Compliance
Blog Posts
The importance of a well-designed new business acceptance process at professional services firms
Can your firm’s new business acceptance process pass a risk “health check”? Your firm may alre...
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Blog Posts
Integrated Onboarding and Conflicts Clearance
Although lateral hiring and onboarding workflows vary significantly across law firms, most of these ...
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Legal
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Compliance
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