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Easy access to accurate, real-time client intelligence powered by advanced AI is a key competitive advantage for professional and financial services firms — especially during times of market volatility. However, some firms continue to rely on generic legacy CRM systems that can’t deliver the data-driven insights needed to uncover new opportunities, deliver exceptional client experiences,

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The accounting profession is experiencing an unprecedented transformation driven by two major trends: the surge of private equity (PE) investment and the evolution of compliance technology.

The combination of these trends is creating both challenges and opportunities that will reshape the industry’s competitive landscape in 2025 and beyond. Discover how you can successfully take advantage

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The accounting industry is undergoing a major transformation due to multiple factors, from evolving regulations to advancements in AI technology. But perhaps the biggest factor impacting the industry right now is private equity.

“Private equity has clearly created a presence for itself in accounting and consulting,” said Brendan Ridge, Global Vice President and Practice

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As law firms continue to transform their workflows and technology in an effort to become more efficient, many are adopting Microsoft Copilot. Yet while Microsoft Copilot is an extremely powerful tool, capable of reshaping a firm’s processes, many CIOs and other firm leaders share a very real concern about the possibility of oversharing sensitive client/matter

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U.K. accounting firm will use Intapp Documents and Intapp Workspaces to enable modern work initiatives and enhance knowledge management using Microsoft 365 applications

PALO ALTO, Calif. — December 3, 2024 — Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that U.K. accounting firm Milsted…

The American Institute of Certified Public Accountants (AICPA) has issued four new quality management and risk assessment standards for auditing private companies. These standards will go into effect December 15, 2025 — just over a year from now. That means time is running out for firms to update their risk processes and systems.

Not quite…

Maintaining strong governance and security frameworks is key to any firm’s success — and modern collaboration tools are essential. AI-driven technologies like Microsoft Copilot are transforming how firms deliver services, allowing professionals to work more collaboratively and securely than ever before.   

During our webinar, “A modern collaboration story with governance, security, and Microsoft Copilot…

The accounting network is using Intapp Conflicts to centralize, systematize, and simplify the conflicts clearance process for member firms

PALO ALTO, Calif. — October 15, 2024— Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that Crete Professionals Alliance (Crete PA) has implemented…