Chicago, 60605, IL,
United States
Harbor Global
Harbor Global, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Harbor Global collaboration with software players such as Intapp empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Harbor Global | Intapp | Intapp Intake | AML, Fraud and Compliance | TRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
|
|
BDO Canada | Professional Services | 4100 | $690M | Canada | Intapp | Intapp Intake | AML, Fraud and Compliance | 2025 |
In 2025 BDO Canada implemented Intapp Intake for AML, Fraud and Compliance to centralize client onboarding and engagement acceptance across its Canadian operations. Intapp Intake is used to manage accounting firm client onboarding and acceptance workflows and to improve data accuracy for the firm wide acceptance process.
The deployment focused on intake workflows, standardized data capture for client and engagement profiles, configurable approval routing and embedded risk assessment and client screening capabilities common to intake platforms. Configuration emphasized audit trails and role based approvals to support governance of acceptance decisions and to reduce manual handoffs in the client and engagement acceptance lifecycle.
The implementation was carried out by Harbor Global and went live in January 2025, with the system deployed as the firm wide intake mechanism across BDO Canada. Operational scope covers client and engagement acceptance across the firm in Canada and supports centralized case intake, documentation capture and decision orchestration for partner and compliance reviewers.
BDO Canada reported improved data accuracy and streamlined client and engagement acceptance processes, with the Intapp case study citing a 38% efficiency improvement and the firm processing more than 5,000 acceptances per month since going live in January 2025.
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Buyer Intent: Companies Evaluating Harbor Global Services
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