Want to learn more about improving risk management at your firm? Explore the rest of our series, including deep dives on audit deficiencies and SQM audit requirements.
Too often, client-related decisions are made under deadline pressure or in response to inspection findings. A firm might rush the due diligence process to quickly onboard a client…
Spreadsheets used to stand for efficiency. They offered familiarity, flexibility, and control — the comfort of knowing everything was just a formula away. But today, those same spreadsheets that once powered productivity are a source of friction.
Today’s accounting and advisory firms
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Recently, Accounting Today hosted an in-depth panel discussion featuring Tom Koehler (Intapp) and Stuart Ferguson (Pointe Advisory), moderated by Michael Green (Accounting Today). The session explored findings from Accounting Today’s latest research survey and examined how private equity (PE), capital strategy, and AI adoption are transforming the accounting industry.
This recap summarizes the research objectives,…
Law firms know they need to modernize. Yet despite investing millions in technology, many still struggle to drive meaningful adoption. The problem isn’t that lawyers resist change. It’s that most systems weren’t built for how they actually work.
Here’s what most vendors won’t tell you: the biggest barrier to modernization isn’t resistance. It’s poorly designed…
Regulators have fundamentally changed how they conduct audit inspections.
For decades, inspections zeroed in on individual engagements — the audit files, the testing, and the documentation. But in recent years, regulators have realized that while this approach uncovers engagement-level deficiencies, it doesn’t address why they occurred in the first place. That’s why the Public…
Trusted by more than 1,700 financial services institutions, Intapp has a broad view into how leading investment banks are leveraging technology to stay competitive regardless of overall market trends. To examine the business impact of Intapp DealCloud through an evidence-based lens, we conducted an analysis of publicly traded investment banks to see how firmwide adoption of…
Your associates are already using AI. The question isn’t whether artificial intelligence has arrived at your firm – it’s whether you control how it’s being used.
Here’s the uncomfortable truth: half of professionals say they’ve use unauthorized AI tools at their firm. Every time someone
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Six months from now your peers and competitors won’t still be evaluating their compliance tech stack, they will already be reaping the rewards, growing at a faster pace and bringing in more revenue than ever.
You can continue to clear conflicts inefficiently OR take
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For financial services firms, these security challenges can create compliance risks and slow down critical business processes
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For those just getting
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Audit quality failures don’t only lead to regulatory fines — they also destroy client relationships, damage firm reputations, and cost millions in revenue loss. And yet, some accounting firms are still using outdated systems to manage audit engagements, putting them and their clients at risk.
The Public Company Accounting Oversight Board (PCAOB) reported finding deficiencies…
AI is no longer a boardroom buzzword — it’s here and it’s moving fast. Executives across industries are looking to innovations in AI to improve and accelerate their firms’ efficiency, performance, and growth.
But without the right foundations in place, AI initiatives will falter or fail. According to McKinsey, 88% of organizations now use…
DealCloud’s AI-driven deal and pipeline management capabilities recognized forexcellence among service providers in the private equity market
Palo Alto, Calif., November 7, 2025 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced today that Intapp DealCloud was named Deal Origination Solution of the…
This year’s theme was clear: AI isn’t the advantage, adoption is.
Below are some key insights I took away from the different sessions and conversations
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That’s why, way back in 2017, Intapp introduced an AI feature in Intapp Terms that identified and categorized terms of business. It helped document reviewers easily access and validate those terms, as well as
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