Intellidata

IntelliData is a New Jersey-based operations and systems engineering firm that helps accounting firms, law firms, wealth management practices, and medical offices connect their software, eliminate manual workflows, and build operational infrastructure that scales.

We specialize in workflow automation, API and software integration, AI implementation, and data migration — including complex migrations from Thomson Reuters GoFileRoom, CCH Axcess, Drake, and Lacerte into modern platforms like Karbon, TaxDome, and Canopy.

Every system we build is fully documented, handed off, and owned by the client. No black boxes. No vendor lock-in. Month-to-month engagements only.

We also offer IntelliHub — a private, branded firm operations portal with single sign-on and role-based access control, built and hosted for professional service firms that want to centralize their entire software stack into one secure workspace.

Serving professional service firms across New Jersey, New York, Pennsylvania, and nationwide.