Intapp Intake vs. Canopy

Swiftly collect vital risk-related information for both new and ongoing business ventures using Intapp Intake. Accelerate comprehensive due diligence with accuracy by utilizing modern business strategies that feature adaptive risk-based questionnaires, workflows, and scoring models, all of which seamlessly align with your existing systems and trusted third-party data sources. This approach significantly improves the speed and precision of data gathering and risk assessment. Ensure that your onboarding decisions are consistent with your firm's overarching strategic goals by centralizing crucial information and processes that protect your organization. Develop enhanced workflows through the use of dynamic forms and effective approval routing systems. Streamline the enforcement of firm policies by automating the creation and collection of engagement letters. Facilitate the acquisition of external data for internal risk assessment activities, such as evaluating lateral hires or anti-money laundering initiatives. Utilize clearly defined risk-scoring metrics to align onboarding decisions with your firm’s risk appetite, thereby bolstering compliance while also streamlining your risk management operations. Ultimately, this integration not only supports regulatory adherence but also contributes to a more cohesive and efficient risk management framework. By optimizing these processes, you can enhance both the quality of decision-making and the overall resilience of your organization.

Canopy offers a cloud-based practice management solution designed specifically for accountants. With its comprehensive set of features, you can enhance your firm’s efficiency while fostering better connections with clients. This platform encompasses essential tools such as workflow management, document organization, billing and payment processing, a powerful customer relationship management system, a secure portal for clients, and automated solutions for handling post-filing challenges like IRS notices. By integrating these capabilities, Canopy not only simplifies operations but also helps in maintaining a high level of client service.