BKL Chooses Intapp Collaboration to Fuel Strategic Growth

Founded in 2003 and headquartered in London, BKL has established itself as one of the top 40 accounting and financing advisory firms in the U.K. The firm is known for delivering clear and actionable advice to its diverse clientele, including owner-managed businesses, high net worth individuals, and families. Following a private equity investment from CBPE Capital in 2023, BKL has been on an acquisition spree, integrating firms like Alan Heywood & Company and Wilson Wright into its operations. The adoption of Intapp Collaboration is positioned as a key step in BKL's digital transformation agenda, aimed at creating a technology-supported infrastructure conducive to further growth.

James Addison, COO at BKL, emphasized the firm's strategic focus: “One of our key strategic pillars is to simplify and automate our core processes to give our people time back and provide the very best service to our clients. As we’ve grown through acquisition, now is the right time to have a next-generation, cloud-based solution that provides the infrastructure we need to accelerate our growth.”

Intapp Collaboration is set to extend BKL’s existing Microsoft 365 solutions, creating a centralized hub for all documents and communications related to client engagements. This integration will streamline access to vital information, allowing teams to file emails directly from Outlook and enhancing overall workflow efficiency.

One of the standout features of Intapp Collaboration is its ability to automatically create workspaces for new opportunities. By generating Microsoft SharePoint and Teams environments with associated file structures, the platform significantly accelerates the initiation of new engagements. Additionally, it provides greater control over document versioning and co-authoring, while advanced metadata tagging enhances search capabilities across the firm’s content.

To ensure a smooth and effective implementation of Intapp Collaboration, BKL will collaborate with Forge Software, an Intapp partner with a specialization in assisting accounting firms to derive long-term value from Intapp solutions.

Tom Koehler, Global Managing Principal of Accounting and Consulting Industries at Intapp, noted the significance of BKL’s decision in the context of today’s competitive market. “BKL is a great example of how accounting firms are using PE investment to grow and modernize. With Intapp Collaboration, PE-backed accounting firms gain a scalable, engagement-centric delivery platform that unifies professionals and turns firmwide intelligence into measurable client and EBITDA value,” Koehler stated.

BKL is a Top 40 firm of accountants, tax advisers, and business advisers with a strong presence in North London, the City of London, and Cardiff. The firm specializes in key sectors such as property and construction, financial services, not-for-profit, and the creative industries, including music, media, sport, and entertainment.

BKL offers a comprehensive suite of services that includes tax consultancy, audit, accounting, corporate finance, and outsourcing, as well as specialized advisory services such as fractional CFO, IT consulting, governance, and sustainability. As a member of DFK UK & Ireland, BKL is part of a broader international alliance comprising over 200 accountancy firms across more than 90 countries.

Intapp is dedicated to helping professionals unlock their teams' knowledge and operational insights to create value for their firms. Utilizing Applied AI, Intapp’s solutions make firm and market intelligence accessible and actionable. The company’s suite of vertical SaaS solutions empowers professionals across various industries—including accounting, consulting, investment banking, legal services, private capital, and real assets—to make informed decisions and enhance their competitive edge.

With the partnership between BKL and Intapp, both firms are poised to navigate the complexities of the modern financial landscape and achieve sustained growth.