Personal independence compliance
Simplify compliance with your firm’s financial interest policies and PCAOB requirements
Intapp accounting solutions
Solutions for accounting firms
Solutions for service lines
Ensure and demonstrate your employees’ compliance with firm policies and PCAOB independence requirements more efficiently.
With Intapp Employee Compliance, gain a single, intuitive destination to disclose, monitor, and report on outside business interests. Complete attestation workflows, link and monitor data from brokerages, and pre-clear investment and trading activity with one comprehensive solution.
Streamline risk processes for your partners and professionals
Protect your firm by ensuring compliance with policies and regulations relating to financial interests.
Demonstrate compliance
Seamlessly review, update, and complete required documentation, audit decisions, and audit actions.
Increase accuracy
Reduce opportunities for human error using automation and eliminate time-consuming data entry and analysis.
Boost trading confidence
Ease concerns of noncompliance with timely approvals aligned with firm policies.
Save time while improving compliance across your firm
Designed to meet or exceed your firm’s policies and regulatory requirements.
Built with configurable workflows and personalized dashboards.
Automated disclosures
Simplify disclosures of investments, outside business activities, and other material concerns.
Integrated brokerage account data
Save time and reduce errors by connecting brokerage accounts through managed setup and maintenance.
Simplified attestation and document management
Complete required attestation, firm documents, and disclosures in a single location.
Automated trade pre-clearance
Streamline employee requests and approvals of investment activity using your firm’s restricted list.
Access for covered parties
Provide a hub for spouses or financial planners to initiate, track, and receive approval of trade requests.
Personalized reporting
Streamline periodic or ad hoc reports and audits by filtering and configuring data as broadly or narrowly as needed.
Learn more about Intapp Employee Compliance
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