Aprio partnered with Nidaan Systems to transform fragmented onboarding and risk evaluation processes into a unified, system-driven workflow built on Intapp.

As a rapidly growing CPA-led advisory firm, Aprio experienced operational friction from disconnected systems, repeated data entry, and inconsistent risk assessments across service lines. These gaps delayed client onboarding, increased the chance of errors, and created compliance exposure that made scaling more difficult.

Nidaan Systems implemented an integrated intake and risk framework that connected Aprio’s core systems, standardized how client information flowed from initial inquiry through service setup, and introduced configurable workflows aligned to varied client and engagement scenarios. A strengthened, compliance-aligned risk scoring model was embedded directly into the intake process while redundant data entry was eliminated.

The result is a streamlined onboarding and risk management engine that accelerates client setup, improves accuracy, and gives Aprio a consistent, auditable foundation designed to scale with the firm’s growth.