Today's challenging economic climate demands that accounting professionals collaborate better with clients to help them make faster, smarter business decisions and improve their financial performance. Intacct provides anytime-anywhere access to real-time information, enabling you to serve clients as a forward-thinking, proactive advisor and deliver valuable financial guidance. Eliminate the many headaches you face managing data across disparate systems by transitioning to this single, powerful platform.

The Intacct Accountants Program from gives you the ability to:

  • Quickly and securely manage data for multiple clients in real-time
  • Improve collaboration with clients and provide real-time operational and financial insight
  • Increase the profitability of your firm by improving overall efficiencies
  • Maximize your value as a Trusted Business Advisor and gain a true competitive advantage

Intacct also includes financial best practices, business guidance, benchmarks and industry templates - all of which are customizable to serve a variety of needs, from basic processing services to highly complex analytics. This allows you to focus on clients of different sizes and in different fields with the same ease and authority.


Intacct puts you in a position to provide higher value advisory services by giving you access to meaningful, real-time information that you can share with your clients, including financial, non-financial and operational data. This business visibility spans reports, notifications, and dashboards that are available to your firm and to your clients. With the ability to share forward-thinking insight, you will be able to differentiate your firm and ultimately improve service and satisfaction.

Intacct will improve productivity and efficiency by enabling you to:

  • Access and manage client data securely 24/7 from any web browser
  • Update and share data instantly across the firm
  • Quickly view and analyze information through reports
  • Standardize processes on one financial platform for all accounting work
  • Automate and optimize key business practices; eliminate wasted time re-entering data between different applications and fixing key-stroke errors
  • Reduce travel time/costs and give staff the flexibility to work out of the office
  • Ease staffing challenges by leveraging part time or long distance talent and get them up and running in minutes





  • Provides real-time visibility and access to all client data from a single, centralized location
  • Offers the ability to customize layouts and display of information
  • Provides better insight into business performance through financial and operational data



  • Offers flexible financial reporting tools and a library of more than 150 built-in financial reports that support key regulatory reporting requirements
  • Provides ability to measure business metrics and performance
  • Improves cash flow management and expense reporting with visibility into current and projected inflows, outflows, and funding streams



  • Provides access to industry templates, including business processes, charts of accounts, financial reports, business dashboards and many other elements of the financial system
  • Offers customizable and reusable templates, allowing you to define reports once and leverage across multiple clients



  • Integrates with over 150 other leading applications including, Salesforce, project accounting, and more
  • Provides access to pre-built integrations that deploy quickly and easily
  • Offers open API, allowing for web services to connect to existing systems or those being considered for the future



  • Backed by high reliability Tier 1 data centers
  • Provides world-class security, disaster protection, backup and recovery
  • Offers built-in internal controls and security permissions to give you control to what users can access

The Intacct Accountants Program from includes:

  • Access to core Intacct modules including: General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Order Entry, Purchasing, Employee Expenses, Standard Reporting, and Dashboards
  • An array of training resources and support tools designed to ensure your success
  • Access to the unique Accountant's Console and use of Intacct Partner Portal
  • Free use of Intacct for your firm when your firm is in the Intacct Accountants Program
  • Training at a live 3-day Intacct Accountants Program Certification Training Course and access to unlimited online training
  • Sales and implementation support; on-boarding for new clients
  • Unlimited Technical Support via email, phone and live chat
  • Client sales tools and marketing resources to help you grow your client accounting services practice
  • Intacct's Buy with ConfidenceSM guarantee



The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your Firm into the digital arena - enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about Intacct from, please contact our team at or by calling 1.855.855.5CPA.


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