Combine the power of Intapp and Microsoft 365

Intapp Collaboration

One centralized hub for your most essential documents and communications

Accelerate productivity and efficiency while increasing collaboration across service lines

Improve collaboration and service delivery with the combined power of Intapp and Microsoft 365

To truly become a productive and efficient firm that delivers exceptional client outcomes, your teams must be able to collaborate seamlessly across service lines. But siloed document management systems and inefficient manual processes prevent your professionals from taking full advantage of your firm’s Microsoft productivity and collaboration tools — frustrating your teams and hindering their ability to effectively scale operations and deliver top client service.

Built on Microsoft and designed for accounting professionals, Intapp Collaboration is a single, cloud-based management solution for all documents, communications, and other client and engagement content. Your professionals can use the Microsoft tools they’re familiar with to meet the needs of different service lines, ensure regulatory compliance, and improve efficiency — all with one centralized hub.

  • Avoid the chaos of disconnected systems and siloed teams.
  • Stop wasting time on manual, repetitive tasks that slow you down.
  • Protect your firm from compliance gaps and inconsistent service.
  • Reduce missed opportunities to cross-sell and add value for your clients.

Empower efficiency across teams

Engagement-centric workspaces

Automatically create and govern Microsoft Teams and SharePoint workspaces that support your firm’s workflows and data access controls.

Enhanced visibility

Unify emails, documents, chats, and tasks across service lines to eliminate silos and facilitate knowledge sharing.

Secure document management

Minimize information governance risk to improve client engagements.

Enhance workflows with a tailored
collaboration hub

Future-proof your operations

Scale your firm with the right infrastructure to effectively use AI and future-proof your technology investment with a unified, secure content management system based on Microsoft 365

Enhance cross-service collaboration

Simplify knowledge sharing and collaboration across service lines with a unified platform that provides quick, secure access to engagement information.

Drive best practice delivery across engagements

Ensure professionals adhere to best practices and deliver consistent, high-quality work throughout the engagement lifecycle by automatically creating secure, compliant, and templated workspaces.

'The biggest step in technology in the firm for 10 years'

Intapp Collaboration
delivers results

1.2K
hours saved annually
by IT related to
helpdesk tickets
5
hours saved
during each workspace provisioning
23
hours saved annually
per professional via automation
82
hours saved annually
per partner searching for past referenceable projects

Centralize data, increase efficiency, and improve business outcomes with Intapp Collaboration

Activity feed

Stay informed of critical client updates across engagements with a single view of activity — including client-related emails, documents, and Teams content.

Search and content organization

Quickly find and organize content with powerful, flexible search capabilities designed to save time and reduce manual effort.

Email filing

Efficiently file emails and attachments with AI-driven filing suggestions, activity tracking, and easy access to content and engagements — directly in Outlook.

Workspace provisioning and maintenance

Streamline engagement setup with automatic creation, governance, and archiving of workspaces in Teams and SharePoint.

Engagement insights

Deliver faster, more effective service with engagement-specific insights, recommendations, and key documents.

Engagement status management

Keep engagements on track by updating statuses with structured forms to enforce business processes while viewing and adding narratives for key events.

Create a powerful, secure collaboration hub for your accounting professionals

Learn more about Intapp Collaboration

Schedule a demo of Intapp Collaboration

Speak with an accounting expert

Fill out the form to schedule a discovery call and demo of Intapp Collaboration for accounting.