Streamline AML and CDD Management with OnePlace Risk & Compliance
The ability to streamline anti-money-laundering (AML) and customer due diligence (CDD) management can revolutionize the way professional services firms evaluate their clients for financial, professional, and strategic risk. Unfortunately, firms face multiple business challenges in relation to CDD and AML regulations, preventing them from accurately
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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 accounting industry, 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.
In today’s changing world,
Win Business and Grow Your Firm with Cloud-Based Solutions
Although the COVID-19 pandemic certainly amplified the need for companies to operate remotely, 88% of professional services organizations had already begun transitioning to the cloud well before 2020. Unfortunately, many firm leaders and professionals are struggling to finalize this transition due to uncertainty surrounding two main factors: how to create a connected, cloud-first firm, and
Intapp Announces Pricing of Initial Public Offering
PALO ALTO, CA, June 29, 2021 – Intapp, Inc., a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced the pricing of its initial public offering of 10,500,000 shares of its common stock at a price to the public of $26.00 per share. In addition, the underwriters will have a 30-day option to purchase from Intapp up to an additional 1,575,000 shares of its common stock at the initial
Time Tracking for Accountants: How Time and Billing Software Improves Revenue, Resource Allocation, and Profitability
Accounting firm automation — particularly in the realm of timekeeping — is on the rise. When firms deploy automated time tracking software, they’re better positioned to streamline processes that directly increase revenue, improve resource allocation, and bolster profitable engagement management.
Historically, accounting firms have created complex and highly detailed sets of task codes to understand
Time Tracking Software for Consultants: How Automated Consulting Time Tracking Eliminates Costly Inefficiencies to Improve Profitability
When the COVID-19 pandemic landed, management consulting firms were thrust into a remote business model virtually overnight. As a result, management consultants needed to transition to new workflows and tools on the fly. Because full and accurate time capture directly drives revenue and profitability, savvy firms focus their technology investments on time tracking software for
A First Look at OnePlace Collaboration & Content for Accounting and Consulting
The COVID-19 pandemic has greatly affected the way accounting and consulting firms do business, quickly turning connected firm management software from a luxury into a necessity. At a recent Intapp technical briefing for accounting and consulting leaders, Jose Lazares, Senior Vice President of Product and Business Management at Intapp, explained: “[The pandemic] really drove remote
Intapp Announces Launch of Initial Public Offering
PALO ALTO, CA, June 21, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced the launch of its initial public offering of 10,500,000 of its common stock. The underwriters will have a 30-day option to purchase from Intapp up to an additional 1,575,000 shares of
Hill Dickinson Selects Intapp Pricing Solution to Ensure Client Success and Maximize Profitability
PALO ALTO, Calif., and LIVERPOOL, United Kingdom— June 17, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced that international law firm Hill Dickinson has selected the OnePlace Operations & Finance Pricing solution to maximize profitability and ensure continued client success. The
Meet Our May Intapp Client Hero, Jeannie Muzinic
Jeannie Muzinic, our latest Intapp Hero client honoree, is Chief Business Development and Marketing Officer at Fisher Phillips. She’s worked closely with our Intapp team, implementing OnePlace Marketing & Business Development to improve the client experience at her firm.
“Jeannie has been an Intapp Hero from the start,” said Lavinia Calvert, General Manager of
Meet Our May Intapp Employee Hero, Caleece Nash
Caleece Nash, our latest Intapp Hero honoree, joined DealCloud this past year as an Information Security Analyst. Although her in-office experience was cut short due to the global pandemic, Nash has proven to be someone the Security team can rely on, no matter the challenge.
“Although Caleece doesn’t currently directly interact with clients, one
Understanding ISQM and ISA Quality Management Standards
The International Auditing and Assurance Standards Board (IAASB) recently approved new quality management standards in an effort to modernize the organization’s previous focus on quality control rather than quality management. As you learn more about the new aspects of these standards, you should consider what they mean to your firm and how you’ll approach them
Ensuring Billing Compliance and Accurate Timekeeping with AI
To maintain strong client relationships, firms must ensure that they comply with all billing and outside counsel guidelines (OCGs); however, following through with these agreements can prove difficult, and numerous firms have lost clients as a result. According to the 2020 Legal Pricing & Project Management Survey Report, 41% of in-house respondents revealed that
Intapp Files Registration Statement for Proposed Initial Public Offering
PALO ALTO, CA — June 4, 2021 – Intapp, a leading provider of industry-specific, cloud-based software solutions that enable connected professional and financial services firms, today announced it has publicly filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission (the “SEC”) relating to the proposed initial public offering of
AI in Accounting: Profitability Analysis Tools Deliver Better Client Value and Higher Margins
Today, accounting and artificial intelligence (AI) go hand-in-hand; savvy firms are rapidly adopting AI pricing software, reaping the rewards of data-driven pricing capabilities and enhanced budget monitoring that empower professionals to improve client value and profitable delivery.
Firms that use AI pricing software enjoy the advantages of unifying data across disparate sources, surfacing key insights,
Three Steps to Deploying a Connected Firm Strategy
As clients continually increase their requirements for billing, pricing, staffing, and other business practices, firms face the imperative of better connecting their people, processes, and data to meet client expectations. Despite many advances in technology and data science, many firm leaders remain hesitant to drive change within their firms, fearing it will prove too overwhelming