Accounting firms

Transform your client relationships by providing proactive financial guidance.

Now, exceed your clients' expectations, with the specialized finance and accounting software you need to improve your clients’ financial performance, deliver valuable financial advice, and get better visibility into clients’ data to make smarter, faster business decisions. Become a trusted business advisor, providing proactive financial guidance rather than backward-looking reporting, with anywhere, anytime, access to real-time information.

Handle both day to day operational issues and the complex challenges you face managing your clients’ businesses with cloud-based, award-winning Intacct finance and accounting software for CPA firms.

Intacct offers professional strength accounting software for accounting firms that helps you help your clients gain control over finances, improve operations, increase transparency, and minimize costs. Leading CPA firms count on Intacct to:

  • Transform client relationships from purely transactional to high-value trusted advisor, by enabling real-time access and visibility into financial trends, financial planning, business modeling and strategic planning services.
  • Facilitate seamless collaboration between clients and staff for better, faster service, and increased client loyalty.
  • Improve productivity and security while reducing errors by enabling 24/7 access from any web-enabled browser so you can manage, update and share client financial data instantly and securely.
  • Provide real-time operational and financial insight for clients and stakeholders with customized and pre-built dashboards, reports, and analytics.
  • Manage your workforce and eliminate geography constraints by providing the flexibility to work out of the office, giving you access to part-time or long-distance talent.
  • Accelerate client value by making setup quicker, easier and more efficient with customizable industry templates, best practice libraries and streamlined migration tools to convert QuickBooks data.
Gain real-time financial and operational insights.

Take advantage of the first and only multidimensional, multi-ledger system that enables collaborative accounting—so both you and your client always have access to the system and to the client's financial information in real-time over the Internet.
Capture granular financial and operational data in exactly the same way you manage your client's organization. Access summaries, balances, and transaction details instantly with real-time, automatically synchronized, general and sub-ledgers.

Ensure strong financial management controls.

Easily extend Intacct to get everything your clients need to run their organizations, with a single, cloud based system, increasing productivity, reducing costs, and ensuring transparency and compliance. Take advantage of broad support for immutable transactions, a robust audit trail and sophisticated security and access controls. Manage complex accounting standards, federal and industry regulations, and improved administration of internal controls and segregation of duties.

Gain operational efficiencies.

Make it easy to define multiple levels of approvers for various sized transactions using flexible workflow and approval processes. Automate revenue management by decoupling billing schedules from revenue recognition to manage annual billings with monthly revenue recognition. Tailor Intacct to meet your clients' organizations needs using drag and drop tools to add new fields, customize business logic, implement new workflows, or develop new applications.

Provide anytime, anywhere access for breakthrough financial and regulatory reporting.

View Intacct reports and dashboards securely in real time, at any time, from anywhere. Comply with very specific reporting needs using flexible financial reporting tools plus a large library of more than 150 built-in financial reports that support key regulatory reporting requirements. Improve cash flow management and expense reporting with deep visibility into current and projected inflows, outflows, and funding streams.

Seamlessly integrate financial management with business critical applications.

Save money and reclaim time spent troubleshooting third party software with pre-built integration to leading applications. Link to leading membership management, asset management, event management, payroll, and bill payment applications. Future-proof your Intacct investment by using open web services to connect to on-premises or cloud-based applications you’re using now or considering in the future.

Dramatically reduce IT costs.

Use Intacct financial management and software for accounting firms to focus on your client's mission rather than building a technical infrastructure.
Avoid purchasing and supporting servers, or other IT hardware, and infrastructure at your locations—as wells as hiring IT staff to manage the system. Eliminate the need to acquire, house, and maintain redundant equipment to ensure security, reliability, and scalability. Let Intacct manage all application maintenance and upgrades—saving dramatically in IT personnel costs.
Onboard your clients in hours—for rapid return on investment.