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Accounting and Consulting Firms

Today’s public accounting firms offer a number of services, including auditing, assurance, consulting/advisory, corporate finance and legal services. Whether a member of the Big 4 or a public accounting firm servicing a niche industry, our accounting firm customers utilize the Intelligize platform to enhance their service offering to their clients.


Assurance Team

As a member of the Assurance team at a public accounting firm, it is important that you have access to all of the materials needed to successfully perform audits for your clients under U.S. GAAP and/or IFRS standards, as well as ensure the compliance efforts of your clients with the various requirements under the securities regulations. Auditing professionals utilize the Intelligize platform to research the financial statements and disclosures of their clients and of their clients’ peer firms to obtain reasonable assurance about whether the disclosure of effective internal control over financial reporting was maintained by the company in all material respects.


Capital Markets Accountants

As an accountant working within a Capital Markets practice at a public accounting firm, key to your role is assisting your clients with the accounting and financial reporting challenges that arise during the capital raising process and other capital markets transactions. For instance, you may offer advisory services to companies going through the Initial Public Offering (IPO) process, or you may evaluate how prepared the firm is to go public. The Intelligize platform provides you with the ability to quickly hone in on what information is essential for the filing, such as trends in industry risk factors and other important disclosures that may be found on the Notes to Financial Statements or within the Management’s Discussion and Analysis (MD&A). Plus, an added benefit is the ability to utilize the analytics within the Intelligize platform to support your periodic research of disclosure trends. Easily generate trend analysis for the specific markets or industries of the clients that you serve.


Business Development Professionals

Key to any service-focused business is the ability to recognize the needs of potential new clients. Identify new market opportunities by understanding the audit, compliance and governance processes of those companies. Use the solution to set up alerts so that you can monitor any material events of your prospects and clients.


Research Professionals

Research professionals rely on the Intelligize platform to efficiently find the right information, quickly. Using the solution’s retrieval tools, research professionals can rapidly find relevant documents and package the documents for efficient sharing with the accountants and auditors. Some examples include SEC filings, merger agreements, and exhibits incorporated by reference.

Research professionals rely on the Intelligize platform to efficiently find the right information, quickly. Using the solution’s retrieval tools, research professionals can rapidly find relevant documents and package the documents for efficient sharing with the accountants and auditors. Some examples include SEC filings, merger agreements, and exhibits incorporated by reference.

The Registered Offerings section makes it easy to keep league tables, look up fees earned by accounting firm, and verify data anywhere within communications surrounding a transaction. Intelligize users can build league tables using criteria such as deal size, underwriter fees, and legal fees. Intelligize users also have the ability to build national and regional league tables by individual attorney name for marketing specialized dominance.